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JPM SUS Municipal Income (JMSI)

CUSIP: 46654Q815 | NYSE | 128 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

PNC Financial Services Group, Inc.204,482
0.0% of portfolio›$9.7M
Wealth Enhancement Advisory Services, LLC169,115
0.0% of portfolio›$8.0M
Mission Wealth Management, LP98,656
0.1% of portfolio›$4.7M
Modera Wealth Management, LLC55,253
0.0% of portfolio›$2.6M
LPL Financial LLC54,405
0.0% of portfolio›$2.6M
Perigon Wealth Management, LLC47,141
0.0% of portfolio›$2.2M
Fairway Wealth LLC36,544
0.4% of portfolio›$1.7M
CPC Advisors, LLC25,699
0.2% of portfolio›$1.2M
Wealth Architects, LLC22,715
0.1% of portfolio›$1.1M
Legacy Edge Advisors, LLC21,078
0.1% of portfolio›$994.9K
Prime Capital Investment Advisors, LLC19,524
0.0% of portfolio›$921.5K
Amarillo National Bank14,207
0.1% of portfolio›$670.6K
IFP Advisors, Inc10,678
0.0% of portfolio›$504.0K
Flagship Harbor Advisors, LLC10,385
0.0% of portfolio›$490.2K
GGM Financial LLC9,118
0.1% of portfolio›$430.4K
Savant Capital, LLC8,771
0.0% of portfolio›$414.0K
Allworth Financial LP8,302
0.0% of portfolio›$418.7K
Ascentis Independent Advisors7,629
0.0% of portfolio›$360.1K
Commonwealth Equity Services, LLC7,339
0.0% of portfolio›$346.4K
Farther Finance Advisors, LLC7,301
0.0% of portfolio›$344.6K
First Affirmative Financial Network7,006
0.1% of portfolio›$330.7K
Wincap Financial LLC5,250
0.1% of portfolio›$247.8K
Merit Financial Group, LLC4,930
0.0% of portfolio›$232.7K
Arlington Financial Advisors, LLC4,742
0.0% of portfolio›$223.8K
Apollon Wealth Management, LLC4,664
0.0% of portfolio›$220.1K
Values Added Financial LLC4,255
0.1% of portfolio›$200.8K
MLG Wealth Management DBA Pine Grove Financial Group4,239
0.0% of portfolio›$200.1K
Rossby Financial, LCC1,986
0.0% of portfolio›$93.7K
Triumph Capital Management1,265
0.0% of portfolio›$59.7K
Financial Network Wealth Advisors LLC1,097
0.1% of portfolio›$51.8K
Blueline Advisors LLC114
0.0% of portfolio›$5.4K
US Bancorp \de\80
0.0% of portfolio›$3.8K
Root Financial Partners, LLC35
0.0% of portfolio›$1.7K
Silver Grove Financial Group, Inc.8
0.0% of portfolio›$384
Assetmark, Inc1
0.0% of portfolio›$47
Elyxium Wealth, LLC1
0.0% of portfolio›$49
StyleTurnoverLocationFiled
PNC Financial Services Group, Inc.
204,482$9.7M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Wealth Enhancement Advisory Services, LLC
169,115$8.0M0.0%CoreLowPlymouth, MN2026-10-13
Mission Wealth Management, LP
98,656$4.7M0.1%ETFLowSanta Barbara, CA2026-10-15
Modera Wealth Management, LLC
55,253$2.6M0.0%ETFVery LowWestwood, NJ2026-10-28
LPL Financial LLC
54,405$2.6M0.0%IndexVery LowFort Mill, SC2026-11-06
Perigon Wealth Management, LLC
47,141$2.2M0.0%GrowthLowSan Francisco, CA2026-10-22
Fairway Wealth LLC
36,544$1.7M0.4%ETFLowIndependence, OH2026-10-30
CPC Advisors, LLC
25,699$1.2M0.2%ETFMediumAtlanta, GA2026-10-21
Wealth Architects, LLC
22,715$1.1M0.1%ETFVery LowMountain View, CA2026-11-03
Legacy Edge Advisors, LLC
21,078$994.9K0.1%ETFVery LowSyosset, NY2026-11-06
Prime Capital Investment Advisors, LLC
19,524$921.5K0.0%ETFLowOverland Park, KS2026-10-20
Amarillo National Bank
14,207$670.6K0.1%ETFVery LowAmarillo, TX2026-10-23
IFP Advisors, Inc
10,678$504.0K0.0%GrowthLowTampa, FL2026-10-16
Flagship Harbor Advisors, LLC
10,385$490.2K0.0%ETFMediumBoston, MA2026-10-26
GGM Financial LLC
9,118$430.4K0.1%ETFMediumColumbus, OH2026-11-05
Savant Capital, LLC
8,771$414.0K0.0%IndexVery LowRockford, IL2026-11-06
Allworth Financial LP
8,302$418.7K0.0%IndexLowFolsom, CA2026-11-06
Ascentis Independent Advisors
7,629$360.1K0.0%ETFLowDallas, TX2026-11-03
Commonwealth Equity Services, LLC
7,339$346.4K0.0%ETFLowWaltham, MA2026-11-02
Farther Finance Advisors, LLC
7,301$344.6K0.0%IndexLowSan Francisco, CA2026-10-08
First Affirmative Financial Network
7,006$330.7K0.1%CoreN/AColorado Springs, CO2026-10-21
Wincap Financial LLC
5,250$247.8K0.1%CoreLowBoston, MA2026-10-20
Merit Financial Group, LLC
4,930$232.7K0.0%ETFLowAlpharetta, GA2026-11-06
Arlington Financial Advisors, LLC
4,742$223.8K0.0%ETFMediumSanta Barbara, CA2026-10-19
Apollon Wealth Management, LLC
4,664$220.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
Values Added Financial LLC
4,255$200.8K0.1%ETFLowWashington, DC2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
4,239$200.1K0.0%ETFMediumWoodbury, MN2026-10-13
Rossby Financial, LCC
1,986$93.7K0.0%ETFMediumMelbourne, FL2026-11-05
Triumph Capital Management
1,265$59.7K0.0%ETFMediumDenver, CO2026-10-14
Financial Network Wealth Advisors LLC
1,097$51.8K0.1%ETFLowMurray, UT2026-10-28
Blueline Advisors LLC
114$5.4K0.0%ETFLowExeter, NH2026-10-15
US Bancorp \de\
80$3.8K0.0%IndexLowMinneapolis, MN2026-11-05
Root Financial Partners, LLC
35$1.7K0.0%ETFMediumEncinitas, CA2026-10-21
Silver Grove Financial Group, Inc.
8$3840.0%CoreMediumOrchard Park, NY2026-11-05
Assetmark, Inc
1$470.0%ETFLowConcord, CA2026-10-21
Elyxium Wealth, LLC
1$490.0%GrowthVery LowBeverly Hills, CA2026-10-27