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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

JPMorgan Sustainable Municipal Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
MERCER GLOBAL ADVISORS INC /ADV
Report period
2026-06-30
Available
2026-08-20
Reported shares
19,412
Value (USD)
$979,155
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0000853758-26-000016
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read JMSI fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read JMSI fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

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

Recent institutional filing receipts

See the complete 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.

Scroll sideways to compare all columns. Select a heading to sort.

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
Perigon Wealth Management, LLC2026-06-302026-08-0825,316$1,276,939None
LPL Financial LLC2026-06-302026-08-0850,080$2,526,053None
PNC Financial Services Group, Inc.2026-06-302026-08-08222,569$11,226,391None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0815,638$788,777None
Global Retirement Partners, LLC2026-06-302026-08-07650$32,787None
Russell Investments Group, Ltd.2026-06-302026-08-071$50None
MASECO LLP2026-06-302026-08-06519$26,176None
TBH Global Asset Management, LLC2026-06-302026-08-065,220$263,278None
Prime Capital Investment Advisors, LLC2026-06-302026-08-066,158$310,610None
FIFTH THIRD BANCORP2026-06-302026-08-064,807$242,465None
Rossby Financial, LCC2026-06-302026-08-051,184$59,721None
Modera Wealth Management, LLC2026-06-302026-08-0461,882$3,121,329None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04184,958$9,329,287None

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.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.