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Disclosery

JMSI J P MORGAN EXCHANGE TRADED F

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SUST MUNI IN ETF (fund)

67 managers (67 13F filers) reported a position in JMSI shares at 2026-06-30, 5,738,273 shares in all. 8 filers opened a position and 16 filers sold out during the quarter.

Managers
67
13F filers
67
New
8
Added
34
Reduced
13
Sold out
16
Shares held by filers
5,738,273

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Betterment LLC1,984,457$100M0.17%+286,87313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,020,016$51.5M<0.01%+87,58013F-HRTimelineGroup
EP Wealth Advisors, LLC448,963$22.6M0.09%+44,64813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…222,569$11.2M0.01%-6,04313F-HRTimelineGroup
Integrated Wealth Concepts LLC208,955$10.5M0.05%+121,34113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC184,958$9.33M<0.01%-12,31413F-HRTimelineGroup
SEEDS INVESTOR LLC177,353$8.95M0.92%+8,29013F-HRTimeline
Ellevest, Inc.168,729$8.51M1%+20,74513F-HRTimeline
FMR LLCin group FMR LLC156,354$7.89M<0.01%+69,94713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC151,444$7.64M<0.01%-3,68013F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP109,115$5.5M0.07%+1,67013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…94,481$4.77M<0.01%+9,07013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…75,010$3.75M0.01%+36,94113F-HRTimeline
Modera Wealth Management, LLC61,882$3.12M0.03%+88713F-HRTimeline
LPL Financial LLC50,080$2.53M<0.01%+16,29413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP50,140$2.53M<0.01%+5,78313F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co48,293$2.44M0.03%+3,19913F-HRTimelineGroup
5T Wealth, LLC41,471$2.09M0.78%+34,70813F-HRTimeline
GeoWealth Management, LLC39,875$2.01M0.06%-7,80313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC37,662$1.9M<0.01%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth37,186$1.88M<0.01%-2,92413F-HRTimelineGroup
Farther Finance Advisors, LLC30,494$1.54M0.01%+30,48813F-HRTimeline
CPC Advisors, LLC29,973$1.51M0.2%-2,43813F-HRTimeline
Elequin Capital, LP28,342$1.43M0.05%new13F-HRTimeline
Fairway Wealth LLC28,103$1.42M0.32%+3,68313F-HRTimeline
Perigon Wealth Management, LLC25,316$1.28M0.02%+11,50213F-HRTimeline
Wealth Architects, LLC22,203$1.12M0.09%+47813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,412$979K<0.01%+1513F-HR/ATimeline
NewEdge Advisors, LLC19,177$967K<0.01%-11013F-HRTimeline
MML INVESTORS SERVICES, LLC15,638$789K<0.01%+76913F-HRTimeline
AMARILLO NATIONAL BANK14,207$717K0.11%013F-HRTimeline
PFG Investments, LLC10,758$543K0.02%+9813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,848$497K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC9,744$491K<0.01%-1,26813F-HRTimeline
McNamara Financial Services, Inc.9,081$458K0.08%+1,01913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,620$435K0.02%+47513F-HRTimeline
Allworth Financial LP8,302$419K<0.01%+50213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,061$407K<0.01%-39,60713F-HRTimelineGroup
Ally Invest Advisors Inc.6,184$312K0.02%+45913F-HRTimeline
Prime Capital Investment Advisors, LLC6,158$311K<0.01%new13F-HRTimeline
Xena Financial Planning, LLC6,015$303K0.29%-1,57813F-HRTimeline
WealthPlan Investment Management, LLC5,733$289K0.01%-3,46913F-HRTimeline
WINCAP FINANCIAL LLC5,250$265K0.14%013F-HRTimeline
TBH Global Asset Management, LLC5,220$263K0.05%new13F-HRTimeline
Merit Financial Group, LLC4,930$249K<0.01%+17613F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,807$242K<0.01%013F-HRTimelineGroup
GGM Financial LLC4,592$232K0.09%+2,79413F-HRTimeline
IFP Advisors, Inc4,086$206K<0.01%+78213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,036$204K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,709$187K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc3,680$186K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,776$89.6K<0.01%-3513F-HRTimeline
Triumph Capital Management1,265$63.8K0.01%013F-HRTimeline
Rossby Financial, LCC1,184$59.7K0.01%+8713F-HRTimeline
Financial Network Wealth Advisors LLC1,087$54.8K0.06%+1013F-HRTimeline
Global Retirement Partners, LLC650$32.8K<0.01%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.559$28.2K<0.01%+1113F-HRTimelineGroup
MASECO LLP519$26.2K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…156$7.87K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.101$5K<0.01%-2213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
US BANCORP \DE\in group US BANCORP \DE\80$4.04K<0.01%013F-HRTimelineGroup
BLUELINE ADVISORS LLC79$3.97K<0.01%+1213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC52$2.62K<0.01%013F-HRTimelineGroup
JPL Wealth Management, LLC43$2.17K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…41$2.08K<0.01%new13F-HRTimelineGroup
Silver Grove Financial Group, Inc.8$398<0.01%+213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$50<0.01%013F-HRTimelineGroup