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Disclosery

JMSI J P MORGAN EXCHANGE TRADED F

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SUST MUNI IN ETF (fund)

56 managers (56 13F filers) reported a position in JMSI shares at 2025-06-30, 3,530,516 shares in all. 12 filers opened a position and 4 filers sold out during the quarter.

Managers
56
13F filers
56
New
12
Added
19
Reduced
17
Sold out
4
Shares held by filers
3,530,516

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC1,134,628$56.1M0.12%+398,28413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO642,615$31.8M<0.01%+108,54213F-HRTimelineGroup
EP Wealth Advisors, LLC266,793$13.2M0.09%-48,36313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…193,119$9.54M0.01%-14,82913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC188,803$9.33M<0.01%-24,62913F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP129,000$6.38M0.14%-32,78013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC115,567$5.71M<0.01%-3,88313F-HRTimelineGroup
Ellevest, Inc.111,345$5.5M0.88%-9,78913F-HRTimeline
SEEDS INVESTOR LLC91,533$4.52M1.06%+6,57613F-HRTimeline
Modera Wealth Management, LLC70,224$3.47M0.04%-2,99613F-HRTimeline
GeoWealth Management, LLC63,526$3.14M0.12%-9,90913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…56,156$2.78M<0.01%-5,73113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC50,612$2.5M<0.01%-17,88313F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth42,105$2.08M<0.01%+8,57013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co31,661$1.56M0.02%-1,18413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP24,414$1.2M<0.01%+10,58013F-HRTimelineGroup
CPC Advisors, LLC24,187$1.2M0.15%-35313F-HRTimeline
FMR LLCin group FMR LLC22,745$1.12M<0.01%-4,95313F-HRTimelineGroup
LPL Financial LLC22,411$1.11M<0.01%+4,00713F-HRTimeline
Wealth Architects, LLC20,018$989K0.1%+1,47013F-HRTimeline
NewEdge Advisors, LLC16,617$821K<0.01%+1,21113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,495$813K<0.01%+11,41713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV16,400$810K<0.01%new13F-HRTimeline
AMARILLO NATIONAL BANK14,207$702K0.13%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,080$696K<0.01%+11,00213F-HR/ATimelineGroup
Advisory Services Network, LLC11,948$586K0.01%new13F-HRTimeline
McNamara Financial Services, Inc.11,300$558K0.11%new13F-HRTimeline
StoneCrest Wealth Management, Inc.10,493$519K0.25%013F-HRTimeline
MML INVESTORS SERVICES, LLC10,333$511K<0.01%+9713F-HRTimeline
Fairway Wealth LLC9,768$483K0.15%+6213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,566$473K<0.01%new13F-HRTimeline
Skyline Advisors, Inc.8,830$436K0.16%+13313F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC8,600$425K0.03%new13F-HRTimelineGroup
First Affirmative Financial Network7,805$386K0.2%-16913F-HRTimeline
Benchmark Wealth Management, LLC7,599$376K0.17%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,900$292K0.02%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,480$271K0.01%+8213F-HRTimeline
WINCAP FINANCIAL LLC5,250$259K0.21%013F-HRTimeline
Ally Invest Advisors Inc.5,140$254K0.02%+29913F-HRTimeline
COMERICA BANK4,807$238K<0.01%new13F-HRTimeline
Vested Financial Planning, LLC4,173$206K0.18%013F-HRTimeline
Cetera Investment Advisers4,054$200K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,709$183K<0.01%-213F-HRTimelineGroup
AdvisorNet Financial, Inc3,680$182K0.01%013F-HRTimeline
Arax Advisory Partners2,728$135K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG2,080$103K<0.01%-5,95913F-HRTimelineGroup
Aptus Capital Advisors, LLC2,065$102K<0.01%+1313F-HRTimeline
Clarity Asset Management, Inc.1,985$98.1K0.06%+1813F-HRTimeline
Financial Network Wealth Advisors LLC1,537$76K0.09%+1413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,235$61K<0.01%-6213F-HR/ATimelineGroup
Global Retirement Partners, LLC627$31K<0.01%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC296$14.6K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc155$7.66K<0.01%new13F-HRTimeline
AE Wealth Management LLC58$2.86K<0.01%+113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC54$2.66K<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.