JPM SUS MUNICIPAL INCOME JMSI
$50.35
+0.1% 52w: $47.24 – $50.59
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data47.2448.9250.59
Jun 20, 2025 Jul 2, 2026
Institutional holders
76
+9 QoQ
13F value
$252.2M
+5.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns JMSI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Betterment LLC | Wealth advisor | 1.7M | $84.5M | 0.2% | +6.4% |
| JPMORGAN CHASE & CO | Bank broker | 932.4K | $46.3M | 0.0% | +3.9% |
| EP Wealth Advisors, LLC | Wealth advisor | 404.3K | $20.1M | 0.1% | +6.5% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 228.6K | $11.4M | 0.0% | +8.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 197.3K | $9.8M | 0.0% | +4.8% |
| SEEDS INVESTOR LLC | Wealth advisor | 169.1K | $8.5M | 1.2% | +13.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 155.1K | $7.7M | 0.0% | +8.7% |
| Ellevest, Inc. | Wealth advisor | 148.0K | $7.4M | 1.0% | +6.6% |
| MISSION WEALTH MANAGEMENT, LP | Wealth advisor | 107.4K | $5.3M | 0.1% | -2.0% |
| Integrated Wealth Concepts LLC | Wealth advisor | 87.6K | $4.4M | 0.0% | +2.8% |
| FMR LLC | Long only active | 86.4K | $4.3M | 0.0% | +165.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 85.4K | $4.2M | 0.0% | +23.5% |
| Modera Wealth Management, LLC | Wealth advisor | 61.0K | $3.0M | 0.0% | -5.3% |
| Ascentis Independent Advisors | Other | 49.0K | $2.4M | 0.2% | New |
| GeoWealth Management, LLC | Wealth advisor | 47.7K | $2.4M | 0.1% | -8.4% |
| JANE STREET GROUP, LLC | Market maker | 47.7K | $2.4M | 0.0% | -5.3% |
| Fiduciary Trust Co | Other | 45.1K | $2.2M | 0.0% | +18.8% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 44.4K | $2.2M | 0.0% | +8.2% |
| Focus Partners Wealth | Wealth advisor | 40.1K | $2.0M | 0.0% | +0.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 38.1K | $1.9M | 0.0% | -6.6% |
| LPL Financial LLC | Bank broker | 33.8K | $1.7M | 0.0% | +4.6% |
| CPC Advisors, LLC | Wealth advisor | 32.4K | $1.6M | 0.3% | +3.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 30.7K | $1.5M | 0.0% | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Wealth advisor | 27.5K | $1.4M | 0.2% | -8.0% |
| Fairway Wealth LLC | Wealth advisor | 24.4K | $1.2M | 0.3% | +25.9% |
| Wealth Architects, LLC | Wealth advisor | 21.7K | $1.1M | 0.1% | +5.8% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 19.4K | $965K | 0.0% | +0.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 19.3K | $960K | 0.0% | +12.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 14.9K | $740K | 0.0% | +0.3% |
| AMARILLO NATIONAL BANK | Wealth advisor | 14.2K | $707K | 0.1% | Held |
| Perigon Wealth Management, LLC | Wealth advisor | 13.8K | $687K | 0.0% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 11.0K | $548K | 0.0% | +48.1% |
| PFG Investments, LLC | Diversified mechanical | 10.7K | $530K | 0.0% | +0.9% |
| WealthPlan Investment Management, LLC | Wealth advisor | 9.2K | $458K | 0.0% | New |
| Skyline Advisors, Inc. | Wealth advisor | 9.1K | $451K | 0.2% | +0.9% |
| First Affirmative Financial Network | Other | 8.2K | $408K | 0.2% | — |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 8.1K | $405K | 0.0% | +1.4% |
| McNamara Financial Services, Inc. | Wealth advisor | 8.1K | $401K | 0.1% | -30.4% |
| Allworth Financial LP | Wealth advisor | 7.8K | $388K | 0.0% | +469.3% |
| Xena Financial Planning, LLC | Wealth advisor | 7.6K | $378K | 0.4% | -1.4% |
| 5T Wealth, LLC | Wealth advisor | 6.8K | $336K | 0.1% | New |
| Ally Invest Advisors Inc. | Wealth advisor | 5.7K | $285K | 0.0% | -1.0% |
| HRT FINANCIAL LP | Diversified mechanical | 5.7K | $284K | 0.0% | New |
| WINCAP FINANCIAL LLC | Other | 5.3K | $261K | 0.2% | Held |
| FIFTH THIRD BANCORP | Diversified mechanical | 4.8K | $239K | 0.0% | New |
| Merit Financial Group, LLC | Wealth advisor | 4.8K | $237K | 0.0% | +18.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 4.3K | $212K | 0.0% | New |
| MORGAN STANLEY | Bank broker | 3.7K | $185K | 0.0% | -3.3% |
| AdvisorNet Financial, Inc | Wealth advisor | 3.7K | $183K | 0.0% | Held |
| IFP Advisors, Inc | Wealth advisor | 3.3K | $164K | 0.0% | +30.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.