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JPM SUS Municipal Income (JMSI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
PNC Financial Services Group, Inc.
DECREASED
Shares204,482 from 222,569
Change-18,087 (-8%)
Value$9.7M (-$1.6M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares169,115 from 75,010
Change+94,105 (+125%)
Value$8.0M (+$4.2M)
Filed 2026-10-13
Mission Wealth Management, LP
DECREASED
Shares98,656 from 109,115
Change-10,459 (-10%)
Value$4.7M (-$847.2K)
Filed 2026-10-15
Modera Wealth Management, LLC
DECREASED
Shares55,253 from 61,882
Change-6,629 (-11%)
Value$2.6M (-$513.4K)
Filed 2026-10-28
LPL Financial LLC
INCREASED
Shares54,405 from 50,080
Change+4,325 (+9%)
Value$2.6M (+$41.9K)
Filed 2026-11-06
Perigon Wealth Management, LLC
INCREASED
Shares47,141 from 25,316
Change+21,825 (+86%)
Value$2.2M (+$948.1K)
Filed 2026-10-22
Fairway Wealth LLC
INCREASED
Shares36,544 from 28,103
Change+8,441 (+30%)
Value$1.7M (+$307.4K)
Filed 2026-10-30
CPC Advisors, LLC
DECREASED
Shares25,699 from 29,973
Change-4,274 (-14%)
Value$1.2M (-$298.8K)
Filed 2026-10-21
Wealth Architects, LLC
INCREASED
Shares22,715 from 22,203
Change+512 (+2%)
Value$1.1M (-$47.8K)
Filed 2026-11-03
Legacy Edge Advisors, LLC
NEW
Shares21,078
Change+21,078
Value$994.9K
Filed 2026-11-06
Prime Capital Investment Advisors, LLC
INCREASED
Shares19,524 from 6,158
Change+13,366 (+217%)
Value$921.5K (+$610.9K)
Filed 2026-10-20
Amarillo National Bank
UNCHANGED
Shares14,207 from 14,207
Change0 (0%)
Value$670.6K (-$46.0K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares10,678 from 4,086
Change+6,592 (+161%)
Value$504.0K (+$297.9K)
Filed 2026-10-16
Flagship Harbor Advisors, LLC
INCREASED
Shares10,385 from 8,620
Change+1,765 (+20%)
Value$490.2K (+$55.4K)
Filed 2026-10-26
GGM Financial LLC
INCREASED
Shares9,118 from 4,592
Change+4,526 (+99%)
Value$430.4K (+$198.7K)
Filed 2026-11-05
Savant Capital, LLC
NEW
Shares8,771
Change+8,771
Value$414.0K
Filed 2026-11-06
Allworth Financial LP
UNCHANGED
Shares8,302 from 8,302
Change0 (0%)
Value$418.7K ($0)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares7,629
Change+7,629
Value$360.1K
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares7,339 from 9,744
Change-2,405 (-25%)
Value$346.4K (-$145.1K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares7,301 from 30,494
Change-23,193 (-76%)
Value$344.6K (-$1.2M)
Filed 2026-10-08
First Affirmative Financial Network
NEW
Shares7,006
Change+7,006
Value$330.7K
Filed 2026-10-21
Wincap Financial LLC
UNCHANGED
Shares5,250 from 5,250
Change0 (0%)
Value$247.8K (-$17.0K)
Filed 2026-10-20
Merit Financial Group, LLC
UNCHANGED
Shares4,930 from 4,930
Change0 (0%)
Value$232.7K (-$16.0K)
Filed 2026-11-06
Arlington Financial Advisors, LLC
NEW
Shares4,742
Change+4,742
Value$223.8K
Filed 2026-10-19
Apollon Wealth Management, LLC
INCREASED
Shares4,664 from 4,036
Change+628 (+16%)
Value$220.1K (+$16.5K)
Filed 2026-10-23
Values Added Financial LLC
NEW
Shares4,255
Change+4,255
Value$200.8K
Filed 2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
NEW
Shares4,239
Change+4,239
Value$200.1K
Filed 2026-10-13
Rossby Financial, LCC
INCREASED
Shares1,986 from 1,184
Change+802 (+68%)
Value$93.7K (+$34.0K)
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares1,265 from 1,265
Change0 (0%)
Value$59.7K (-$4.1K)
Filed 2026-10-14
Financial Network Wealth Advisors LLC
INCREASED
Shares1,097 from 1,087
Change+10 (+1%)
Value$51.8K (-$3.0K)
Filed 2026-10-28
Blueline Advisors LLC
INCREASED
Shares114 from 79
Change+35 (+44%)
Value$5.4K (+$1.4K)
Filed 2026-10-15
US Bancorp \de\
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$3.8K (-$259)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares35
Change+35
Value$1.7K
Filed 2026-10-21
Silver Grove Financial Group, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$384 (-$14)
Filed 2026-11-05
Elyxium Wealth, LLC
NEW
Shares1
Change+1
Value$49
Filed 2026-10-27
Assetmark, Inc
DECREASED
Shares1 from 52
Change-51 (-98%)
Value$47 (-$2.6K)
Filed 2026-10-21
Xena Financial Planning, LLC
CLOSED
Shares0 from 6,015
Change-6,015 (-100%)
Value$0 (-$303.4K)
Filed 2026-10-13
WealthPlan Investment Management, LLC
CLOSED
Shares0 from 5,733
Change-5,733 (-100%)
Value$0 (-$289.2K)
Filed 2026-10-15
TBH Global Asset Management, LLC
CLOSED
Shares0 from 5,220
Change-5,220 (-100%)
Value$0 (-$263.3K)
Filed 2026-11-03
Fifth Third Bancorp
CLOSED
Shares0 from 4,807
Change-4,807 (-100%)
Value$0 (-$242.5K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3,680
Change-3,680 (-100%)
Value$0 (-$185.6K)
Filed 2026-10-15
Maseco LLP
CLOSED
Shares0 from 519
Change-519 (-100%)
Value$0 (-$26.2K)
Filed 2026-10-27
Russell Investments Group, Ltd.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$50)
Filed 2026-11-06
Betterment LLC
N/A
Shares— from 1,984,457
Change-1,984,457 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,020,016
Change-1,020,016 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 448,963
Change-448,963 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 184,958
Change-184,958 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 177,353
Change-177,353 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 168,729
Change-168,729 (-100%)
Value—
FMR LLC
N/A
Shares— from 156,354
Change-156,354 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 151,444
Change-151,444 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 105,134
Change-105,134 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 94,481
Change-94,481 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 50,140
Change-50,140 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 48,293
Change-48,293 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 41,471
Change-41,471 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 39,875
Change-39,875 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 37,662
Change-37,662 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 37,186
Change-37,186 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 28,342
Change-28,342 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 19,412
Change-19,412 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 19,177
Change-19,177 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 15,638
Change-15,638 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 10,758
Change-10,758 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,848
Change-9,848 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 9,081
Change-9,081 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,061
Change-8,061 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 6,184
Change-6,184 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,709
Change-3,709 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,776
Change-1,776 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 559
Change-559 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 240
Change-240 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 240
Change-240 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 156
Change-156 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 101
Change-101 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Status
PNC Financial Services Group, Inc.
DECREASED204,482222,569-18,087-8%$11.2M$9.7M-$1.6M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED169,11575,010+94,105+125%$3.8M$8.0M+$4.2M2026-10-13
Mission Wealth Management, LP
DECREASED98,656109,115-10,459-10%$5.5M$4.7M-$847.2K2026-10-15
Modera Wealth Management, LLC
DECREASED55,25361,882-6,629-11%$3.1M$2.6M-$513.4K2026-10-28
LPL Financial LLC
INCREASED54,40550,080+4,325+9%$2.5M$2.6M+$41.9K2026-11-06
Perigon Wealth Management, LLC
INCREASED47,14125,316+21,825+86%$1.3M$2.2M+$948.1K2026-10-22
Fairway Wealth LLC
INCREASED36,54428,103+8,441+30%$1.4M$1.7M+$307.4K2026-10-30
CPC Advisors, LLC
DECREASED25,69929,973-4,274-14%$1.5M$1.2M-$298.8K2026-10-21
Wealth Architects, LLC
INCREASED22,71522,203+512+2%$1.1M$1.1M-$47.8K2026-11-03
Legacy Edge Advisors, LLC
NEW21,078—+21,078——$994.9K—2026-11-06
Prime Capital Investment Advisors, LLC
INCREASED19,5246,158+13,366+217%$310.6K$921.5K+$610.9K2026-10-20
Amarillo National Bank
UNCHANGED14,20714,20700%$716.6K$670.6K-$46.0K2026-10-23
IFP Advisors, Inc
INCREASED10,6784,086+6,592+161%$206.1K$504.0K+$297.9K2026-10-16
Flagship Harbor Advisors, LLC
INCREASED10,3858,620+1,765+20%$434.8K$490.2K+$55.4K2026-10-26
GGM Financial LLC
INCREASED9,1184,592+4,526+99%$231.6K$430.4K+$198.7K2026-11-05
Savant Capital, LLC
NEW8,771—+8,771——$414.0K—2026-11-06
Allworth Financial LP
UNCHANGED8,3028,30200%$418.7K$418.7K$02026-11-06
Ascentis Independent Advisors
NEW7,629—+7,629——$360.1K—2026-11-03
Commonwealth Equity Services, LLC
DECREASED7,3399,744-2,405-25%$491.5K$346.4K-$145.1K2026-11-02
Farther Finance Advisors, LLC
DECREASED7,30130,494-23,193-76%$1.5M$344.6K-$1.2M2026-10-08
First Affirmative Financial Network
NEW7,006—+7,006——$330.7K—2026-10-21
Wincap Financial LLC
UNCHANGED5,2505,25000%$264.8K$247.8K-$17.0K2026-10-20
Merit Financial Group, LLC
UNCHANGED4,9304,93000%$248.7K$232.7K-$16.0K2026-11-06
Arlington Financial Advisors, LLC
NEW4,742—+4,742——$223.8K—2026-10-19
Apollon Wealth Management, LLC
INCREASED4,6644,036+628+16%$203.6K$220.1K+$16.5K2026-10-23
Values Added Financial LLC
NEW4,255—+4,255——$200.8K—2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
NEW4,239—+4,239——$200.1K—2026-10-13
Rossby Financial, LCC
INCREASED1,9861,184+802+68%$59.7K$93.7K+$34.0K2026-11-05
Triumph Capital Management
UNCHANGED1,2651,26500%$63.8K$59.7K-$4.1K2026-10-14
Financial Network Wealth Advisors LLC
INCREASED1,0971,087+10+1%$54.8K$51.8K-$3.0K2026-10-28
Blueline Advisors LLC
INCREASED11479+35+44%$4.0K$5.4K+$1.4K2026-10-15
US Bancorp \de\
UNCHANGED808000%$4.0K$3.8K-$2592026-11-05
Root Financial Partners, LLC
NEW35—+35——$1.7K—2026-10-21
Silver Grove Financial Group, Inc.
UNCHANGED8800%$398$384-$142026-11-05
Elyxium Wealth, LLC
NEW1—+1——$49—2026-10-27
Assetmark, Inc
DECREASED152-51-98%$2.6K$47-$2.6K2026-10-21
Xena Financial Planning, LLC
CLOSED06,015-6,015-100%$303.4K$0-$303.4K2026-10-13
WealthPlan Investment Management, LLC
CLOSED05,733-5,733-100%$289.2K$0-$289.2K2026-10-15
TBH Global Asset Management, LLC
CLOSED05,220-5,220-100%$263.3K$0-$263.3K2026-11-03
Fifth Third Bancorp
CLOSED04,807-4,807-100%$242.5K$0-$242.5K2026-11-05
AdvisorNet Financial, Inc
CLOSED03,680-3,680-100%$185.6K$0-$185.6K2026-10-15
Maseco LLP
CLOSED0519-519-100%$26.2K$0-$26.2K2026-10-27
Russell Investments Group, Ltd.
CLOSED01-1-100%$50$0-$502026-11-06
Betterment LLC
N/A—1,984,457-1,984,457-100%$100.1M———
JPMorgan Chase & Co
N/A—1,020,016-1,020,016-100%$51.5M———
EP Wealth Advisors, LLC
N/A—448,963-448,963-100%$22.6M———
Envestnet Asset Management Inc
N/A—184,958-184,958-100%$9.3M———
Seeds Investor LLC
N/A—177,353-177,353-100%$8.9M———
Ellevest, Inc.
N/A—168,729-168,729-100%$8.5M———
FMR LLC
N/A—156,354-156,354-100%$7.9M———
Raymond James Financial Inc
N/A—151,444-151,444-100%$7.6M———
Integrated Wealth Concepts LLC
N/A—105,134-105,134-100%$5.3M———
Northwestern Mutual Wealth Management Co
N/A—94,481-94,481-100%$4.8M———
Jones Financial Companies Lllp
N/A—50,140-50,140-100%$2.5M———
Fiduciary Trust Co
N/A—48,293-48,293-100%$2.4M———
5T Wealth, LLC
N/A—41,471-41,471-100%$2.1M———
GeoWealth Management, LLC
N/A—39,875-39,875-100%$2.0M———
Goldman Sachs Group Inc
N/A—37,662-37,662-100%$1.9M———
Focus Partners Wealth
N/A—37,186-37,186-100%$1.9M———
Elequin Capital, LP
N/A—28,342-28,342-100%$1.4M———
Mercer Global Advisors Inc
N/A—19,412-19,412-100%$979.2K———
NewEdge Advisors, LLC
N/A—19,177-19,177-100%$967.3K———
MML Investors Services, LLC
N/A—15,638-15,638-100%$788.8K———
PFG Investments, LLC
N/A—10,758-10,758-100%$542.6K———
Citadel Advisors LLC
N/A—9,848-9,848-100%$496.7K———
McNamara Financial Services, Inc.
N/A—9,081-9,081-100%$458.0K———
Jane Street Group, LLC
N/A—8,061-8,061-100%$406.6K———
Ally Invest Advisors Inc.
N/A—6,184-6,184-100%$311.9K———
Morgan Stanley
N/A—3,709-3,709-100%$187.1K———
Aptus Capital Advisors, LLC
N/A—1,776-1,776-100%$89.6K———
Global Retirement Partners, LLC
N/A—650-650-100%$32.8K———
Osaic Holdings, Inc.
N/A—559-559-100%$28.2K———
BFC Planning, Inc.
N/A—240-240-100%$12.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—240-240-100%$12.1K———
Steward Partners Investment Advisory, LLC
N/A—156-156-100%$7.9K———
Hantz Financial Services, Inc.
N/A—101-101-100%$5———
JPL Wealth Management, LLC
N/A—43-43-100%$2.2K———
Transamerica Financial Advisors, LLC
N/A—41-41-100%$2.1K———
Showing 78 of 78 institutions