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Public ownership evidence

JPMorgan Sustainable Municipal Income ETF (JMSI) Ownership Disclosures

Read JMSI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2019,412$979,155None
Transamerica Financial Advisors, LLC2026-06-302026-08-1841$2,080None
JPL Wealth Management, LLC2026-06-302026-08-1543$2,169None
OSAIC HOLDINGS, INC.2026-06-302026-08-15559$28,197None
Betterment LLC2026-06-302026-08-151,984,457$100,096,000None
JANE STREET GROUP, LLC2026-06-302026-08-158,061$406,597None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1550,140$2,526,040None
CITADEL ADVISORS LLC2026-06-302026-08-159,848$496,733None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1537,662$1,899,671None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1511,551$582,632None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15116,657$5,884,179None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1523,236$1,172,024None
Silver Grove Financial Group, Inc.2026-06-302026-08-148$398None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14156$7,869None
Ally Invest Advisors Inc.2026-06-302026-08-146,184$311,945None
Elequin Capital, LP2026-06-302026-08-1428,342$1,429,570None
Fiduciary Trust Co2026-06-302026-08-1424,594$1,240,521None
Fiduciary Trust Co2026-06-302026-08-1423,699$1,195,378None
HANTZ FINANCIAL SERVICES, INC.2026-06-302026-08-14101$5,000None
MORGAN STANLEY2026-06-302026-08-143,709$187,082None
FMR LLC2026-06-302026-08-14156,354$7,886,495None
SEEDS INVESTOR LLC2026-06-302026-08-13177,353$8,945,682None
Integrated Wealth Concepts LLC2026-06-302026-08-13208,955$10,539,700None
Focus Partners Wealth2026-06-302026-08-1337,186$1,875,671None
Aptus Capital Advisors, LLC2026-06-302026-08-131,776$89,581None
EP Wealth Advisors, LLC2026-06-302026-08-13448,963$22,645,711None
NewEdge Advisors, LLC2026-06-302026-08-1319,177$967,288None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1394,481$4,765,618None
US BANCORP \DE\2026-06-302026-08-1380$4,035None
JPMORGAN CHASE & CO2026-06-302026-08-13257,273$12,981,996None
JPMORGAN CHASE & CO2026-06-302026-08-1320,828$1,050,981None
JPMORGAN CHASE & CO2026-06-302026-08-13227,454$11,477,329None
JPMORGAN CHASE & CO2026-06-302026-08-13506,415$25,553,710None
JPMORGAN CHASE & CO2026-06-302026-08-138,046$406,001None
Allworth Financial LP2026-06-302026-08-128,302$418,732None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-1219,412$979,155None
Ellevest, Inc.2026-06-302026-08-11168,729$8,505,782None

90-day public filing window, up to 50 source positions.

MERCER GLOBAL ADVISORS INC /ADV ↗Transamerica Financial Advisors, LLC ↗JPL Wealth Management, LLC ↗OSAIC HOLDINGS, INC. ↗Betterment LLC ↗JANE STREET GROUP, LLC ↗JONES FINANCIAL COMPANIES LLLP ↗CITADEL ADVISORS LLC ↗GOLDMAN SACHS GROUP INC ↗RAYMOND JAMES FINANCIAL INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.