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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 2025-12-31, 4,735,901 shares in all. 12 filers opened a position and 5 filers sold out during the quarter.

Managers
67
13F filers
67
New
12
Added
28
Reduced
13
Sold out
5
Shares held by filers
4,735,901

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Betterment LLC1,595,871$80.4M0.15%+235,38413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO897,065$45.2M<0.01%-4,83713F-HRTimelineGroup
EP Wealth Advisors, LLC379,716$19.1M0.1%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…210,433$10.6M0.01%+22,51913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC188,214$9.48M<0.01%+8,38613F-HRTimelineGroup
SEEDS INVESTOR LLC149,036$7.51M1.44%+14,60513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC142,712$7.19M<0.01%+12,28113F-HRTimelineGroup
Ellevest, Inc.138,876$7M0.97%+12,87413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP109,615$5.52M0.11%-7,87013F-HRTimeline
Integrated Wealth Concepts LLC85,218$4.29M0.05%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…69,172$3.48M<0.01%-95213F-HR/ATimelineGroup
Modera Wealth Management, LLC64,378$3.24M0.04%-7,13513F-HRTimeline
GeoWealth Management, LLC52,064$2.62M0.1%-14,22013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC50,320$2.54M<0.01%-5,17513F-HRTimelineGroup
Elequin Capital, LP46,481$2.34M0.31%+26,94313F-HRTimeline
ORG Partners LLC43,978$2.22M0.39%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP41,009$2.07M<0.01%+7,80213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…40,776$2.06M<0.01%+3,89813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth40,044$2.02M<0.01%+8513F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co37,971$1.91M0.02%+4,24213F-HRTimelineGroup
FMR LLCin group FMR LLC32,542$1.64M<0.01%+4,94213F-HRTimelineGroup
LPL Financial LLC32,298$1.63M<0.01%+4,71313F-HRTimeline
CPC Advisors, LLC31,381$1.58M0.16%+1,39013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…29,885$1.51M0.18%-4813F-HRTimeline
Wealth Architects, LLC20,526$1.03M0.09%013F-HRTimeline
Fairway Wealth LLC19,393$977K0.26%+7,63713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,373$976K<0.01%-1,04913F-HRTimeline
NewEdge Advisors, LLC17,147$864K<0.01%+73013F-HRTimeline
MML INVESTORS SERVICES, LLC14,828$747K<0.01%+5,78413F-HRTimeline
AMARILLO NATIONAL BANK14,207$716K0.13%013F-HRTimeline
McNamara Financial Services, Inc.11,579$583K0.11%013F-HRTimeline
PFG Investments, LLC10,566$532K0.03%new13F-HRTimeline
Skyline Advisors, Inc.8,995$453K0.15%+8513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,030$405K0.02%+2,45113F-HRTimeline
Xena Financial Planning, LLC7,699$388K0.46%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,435$375K<0.01%-11313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,900$297K0.02%013F-HRTimeline
Ally Invest Advisors Inc.5,784$291K0.02%+12713F-HRTimeline
WINCAP FINANCIAL LLC5,250$264K0.18%013F-HRTimeline
COMERICA BANK4,807$242K<0.01%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,477$226K<0.01%new13F-HR/ATimelineGroup
Vested Financial Planning, LLC4,173$210K0.16%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,067$205K<0.01%-1,30513F-HRTimelineGroup
Merit Financial Group, LLC4,025$203K<0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC3,991$201K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,836$193K<0.01%+12713F-HR/ATimelineGroup
AdvisorNet Financial, Inc3,680$185K0.01%013F-HRTimeline
IFP Advisors, Inc2,542$128K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG2,082$105K<0.01%+213F-HRTimelineGroup
Aptus Capital Advisors, LLC1,806$91K<0.01%+613F-HRTimeline
Financial Network Wealth Advisors LLC1,566$78.9K0.08%+1513F-HRTimeline
GGM Financial LLC1,479$74.5K0.04%new13F-HRTimeline
Allworth Financial LP1,370$69K<0.01%+59913F-HRTimeline
Triumph Capital Management1,265$63.7K0.01%new13F-HRTimeline
Clarity Asset Management, Inc.1,134$57.1K0.03%-86913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.888$44.7K<0.01%+32013F-HRTimelineGroup
Rossby Financial, LCC812$40.9K0.01%+18513F-HRTimeline
Global Retirement Partners, LLC639$32.2K<0.01%+613F-HRTimeline
MASECO LLP519$26.1K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA476$24K<0.01%-15,82913F-HRTimelineGroup
Steward Partners Investment Advisory, L…156$7.86K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.143$7K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
US BANCORP \DE\in group US BANCORP \DE\80$4.03K<0.01%new13F-HRTimelineGroup
BLUELINE ADVISORS LLC66$3.35K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC53$2.67K<0.01%new13F-HRTimelineGroup
Root Financial Partners, LLC1$51<0.01%-1,73313F-HRTimeline
Elyxium Wealth, LLC1$51<0.01%new13F-HRTimeline