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Disclosery

JMSI J P MORGAN EXCHANGE TRADED F

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SUST MUNI IN ETF (fund)

58 managers (58 13F filers) reported a position in JMSI shares at 2025-09-30, 3,929,943 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
58
13F filers
58
New
10
Added
28
Reduced
10
Sold out
5
Shares held by filers
3,929,943

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC1,360,487$68.3M0.14%+225,85913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO901,902$45.3M<0.01%+259,28713F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…187,914$9.44M0.01%-5,20513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC179,828$9.03M<0.01%-8,97513F-HRTimelineGroup
SEEDS INVESTOR LLC134,431$6.75M1.42%+42,89813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC130,431$6.55M<0.01%+14,86413F-HRTimelineGroup
Ellevest, Inc.126,002$6.33M0.9%+14,65713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP117,485$5.9M0.12%-11,51513F-HRTimeline
Modera Wealth Management, LLC71,513$3.59M0.04%+1,28913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…70,124$3.52M<0.01%+13,96813F-HRTimelineGroup
GeoWealth Management, LLC66,284$3.33M0.12%+2,75813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC55,495$2.79M<0.01%+4,88313F-HRTimelineGroup
ORG Partners LLC43,978$2.21M0.4%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth39,959$2.01M<0.01%-2,14613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…36,878$1.85M<0.01%+20,38313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co33,729$1.69M0.02%+2,06813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP33,207$1.66M<0.01%+8,79313F-HRTimelineGroup
CPC Advisors, LLC29,991$1.51M0.16%+5,80413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…29,933$1.5M0.18%new13F-HRTimeline
FMR LLCin group FMR LLC27,600$1.39M<0.01%+4,85513F-HRTimelineGroup
LPL Financial LLC27,585$1.39M<0.01%+5,17413F-HRTimeline
Wealth Architects, LLC20,526$1.03M0.1%+50813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV20,422$1.03M<0.01%+4,02213F-HRTimeline
Elequin Capital, LP19,538$981K0.08%new13F-HRTimeline
NewEdge Advisors, LLC16,417$824K<0.01%-20013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,305$819K<0.01%+2,22513F-HRTimelineGroup
AMARILLO NATIONAL BANK14,207$713K0.13%013F-HRTimeline
Fairway Wealth LLC11,756$590K0.17%+1,98813F-HRTimeline
McNamara Financial Services, Inc.11,579$581K0.11%+27913F-HRTimeline
MML INVESTORS SERVICES, LLC9,044$454K<0.01%-1,28913F-HRTimeline
Skyline Advisors, Inc.8,910$447K0.15%+8013F-HRTimeline
First Affirmative Financial Network7,808$392K0.18%+313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,548$379K<0.01%-2,01813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,900$291K0.02%013F-HRTimeline
Ally Invest Advisors Inc.5,657$284K0.02%+51713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,579$280K0.01%+9913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,372$270K<0.01%new13F-HRTimelineGroup
WINCAP FINANCIAL LLC5,250$264K0.18%013F-HRTimeline
COMERICA BANK4,807$241K<0.01%013F-HRTimeline
Vested Financial Planning, LLC4,173$210K0.17%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,709$186K<0.01%013F-HR/ATimelineGroup
AdvisorNet Financial, Inc3,680$185K0.01%013F-HRTimeline
IFP Advisors, Inc2,542$128K<0.01%+2,38713F-HR/ATimeline
UBS Group AGin group UBS Group AG2,080$104K<0.01%013F-HRTimelineGroup
Clarity Asset Management, Inc.2,003$101K0.06%+1813F-HRTimeline
Advisory Services Network, LLC1,808$90.8K<0.01%-10,14013F-HRTimeline
Aptus Capital Advisors, LLC1,800$90.4K<0.01%-26513F-HRTimeline
Root Financial Partners, LLC1,734$87.1K0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC1,551$77.9K0.09%+1413F-HRTimeline
Allworth Financial LP771$38.7K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC633$31.8K<0.01%+613F-HRTimeline
Rossby Financial, LCC627$31.4K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.568$28.3K<0.01%-66713F-HRTimelineGroup
MASECO LLP519$26K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC296$14.9K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC58$2.94K<0.01%013F-HRTimeline
Financial Life Planners7$365<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3$151<0.01%new13F-HR/ATimelineGroup