Skip to content
Disclosery

JMSI J P MORGAN EXCHANGE TRADED F

Follow

SUST MUNI IN ETF (fund)

47 managers (47 13F filers) reported a position in JMSI shares at 2025-03-31, 3,092,529 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
47
13F filers
47
New
7
Added
23
Reduced
11
Sold out
6
Shares held by filers
3,092,529

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Betterment LLC736,344$36.7M0.09%+276,31513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO534,073$26.6M<0.01%+13,55013F-HRTimelineGroup
EP Wealth Advisors, LLC315,156$15.7M0.13%+13,05613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC213,432$10.6M<0.01%+3,60313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…207,948$10.4M0.01%+8,95613F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP161,780$8.06M0.2%-2,97713F-HRTimeline
Ellevest, Inc.121,134$6.03M0.4%-10,37213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC119,450$5.95M<0.01%+7,53813F-HRTimelineGroup
SEEDS INVESTOR LLC84,957$4.23M1.19%+8,34613F-HRTimeline
GeoWealth Management, LLC73,435$3.66M0.15%-20,18313F-HRTimeline
Modera Wealth Management, LLC73,220$3.65M0.05%-4,38413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC68,495$3.41M0.01%-11,35313F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…61,887$3.08M<0.01%+5,17813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth33,535$1.67M<0.01%+6513F-HR/ATimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co32,845$1.64M0.02%-53713F-HRTimelineGroup
FMR LLCin group FMR LLC27,698$1.38M<0.01%+19,58013F-HRTimelineGroup
CPC Advisors, LLC24,540$1.22M0.17%+2,55913F-HRTimeline
Wealth Architects, LLC18,548$924K0.1%013F-HR/ATimeline
LPL Financial LLC18,404$917K<0.01%-43113F-HRTimeline
NewEdge Advisors, LLC15,406$767K<0.01%+1,97013F-HRTimeline
FLOW TRADERS U.S. LLC14,374$716K0.03%new13F-HRTimeline
AMARILLO NATIONAL BANK14,207$708K0.14%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,834$689K<0.01%+3,36613F-HR/ATimelineGroup
StoneCrest Wealth Management, Inc.10,493$523K0.33%013F-HRTimeline
MML INVESTORS SERVICES, LLC10,236$510K<0.01%-50613F-HRTimeline
Fairway Wealth LLC9,706$483K0.18%+4,63513F-HRTimeline
Skyline Advisors, Inc.8,697$433K0.17%+12013F-HRTimeline
UBS Group AGin group UBS Group AG8,039$400K<0.01%+5,95913F-HRTimelineGroup
First Affirmative Financial Network7,974$397K0.24%+31513F-HRTimeline
OLD MISSION CAPITAL LLC6,504$324K0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,398$269K0.01%+37913F-HRTimeline
WINCAP FINANCIAL LLC5,250$261K0.25%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,078$253K<0.01%+3013F-HRTimeline
Ally Invest Advisors Inc.4,841$241K0.02%new13F-HRTimeline
Vested Financial Planning, LLC4,173$208K0.21%-1,56013F-HRTimeline
Cetera Investment Advisers4,054$202K<0.01%-3,17613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,711$185K<0.01%+213F-HRTimelineGroup
AdvisorNet Financial, Inc3,680$183K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,078$153K<0.01%+16313F-HR/ATimelineGroup
Aptus Capital Advisors, LLC2,052$102K<0.01%+4913F-HRTimeline
Clarity Asset Management, Inc.1,967$97.9K0.06%+1813F-HRTimeline
Financial Network Wealth Advisors LLC1,523$75.8K0.1%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,297$64.6K<0.01%-3,41913F-HRTimelineGroup
AE Wealth Management LLC57$2.86K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.18$897<0.01%new13F-HRTimeline
Ruedi Wealth Management, Inc.1$66<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.