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Disclosery

JMSI J P MORGAN EXCHANGE TRADED F

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SUST MUNI IN ETF (fund)

47 managers (47 13F filers) reported a position in JMSI shares at 2024-12-31, 2,759,830 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
47
13F filers
47
New
10
Added
16
Reduced
14
Sold out
4
Shares held by filers
2,759,830

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO520,523$26.1M<0.01%-11,46013F-HRTimelineGroup
Betterment LLC460,029$23M0.05%+172,45713F-HRTimeline
EP Wealth Advisors, LLC302,100$15.1M0.12%+20,40413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC209,829$10.5M<0.01%+83013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…198,992$9.96M0.01%-6,97513F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP164,757$8.25M0.2%+75013F-HRTimeline
Ellevest, Inc.131,506$6.58M0.38%+119,77713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC111,912$5.6M<0.01%13F-HR/ATimelineGroup
GeoWealth Management, LLC93,618$4.69M0.15%-8,37513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC79,848$4M0.01%+55,26713F-HRTimelineGroup
Modera Wealth Management, LLC77,604$3.89M0.05%-32813F-HRTimeline
SEEDS INVESTOR LLC76,611$3.84M1.09%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…56,709$2.84M<0.01%-4,70013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth33,470$1.68M<0.01%new13F-HR/ATimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co33,382$1.67M0.02%+10,03413F-HRTimelineGroup
CPC Advisors, LLC21,981$1.1M0.15%+33013F-HRTimeline
LPL Financial LLC18,835$943K<0.01%+1,61413F-HRTimeline
Wealth Architects, LLC18,548$929K0.1%+5,00013F-HRTimeline
AMARILLO NATIONAL BANK14,207$711K0.13%013F-HRTimeline
NewEdge Advisors, LLC13,436$673K<0.01%+5,31013F-HRTimeline
MML INVESTORS SERVICES, LLC10,742$538K<0.01%+9713F-HRTimeline
StoneCrest Wealth Management, Inc.10,493$525K0.34%-19,87413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,468$524K<0.01%+3,89513F-HRTimelineGroup
Skyline Advisors, Inc.8,577$429K0.17%new13F-HRTimeline
FMR LLCin group FMR LLC8,118$406K<0.01%new13F-HRTimelineGroup
First Affirmative Financial Network7,659$384K0.22%-23313F-HRTimeline
Cetera Investment Advisers7,230$362K<0.01%-77713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,900$296K0.02%new13F-HRTimeline
Vested Financial Planning, LLC5,733$287K0.27%13F-HRTimeline
WINCAP FINANCIAL LLC5,250$263K0.27%13F-HRTimeline
Fairway Wealth LLC5,071$254K0.11%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,048$253K<0.01%new13F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC5,019$251K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,716$237K<0.01%+18813F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC4,128$207K<0.01%+2413F-HRTimeline
ALTFEST L J & CO INC4,110$206K0.03%-55513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,709$186K<0.01%-5,20013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,915$146K<0.01%-29,83013F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,080$104K<0.01%-4,52913F-HRTimelineGroup
Aptus Capital Advisors, LLC2,003$101K<0.01%+1,20013F-HRTimeline
Clarity Asset Management, Inc.1,949$97.6K0.06%new13F-HRTimeline
Coppell Advisory Solutions LLC942$47.3K0.01%013F-HRTimeline
AE Wealth Management LLC57$2.85K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC8$401<0.01%-713F-HRTimeline
Financial Life Planners7$354<0.01%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1$50<0.01%-213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.