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Disclosery

JMSI J P MORGAN EXCHANGE TRADED F

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SUST MUNI IN ETF (fund)

76 managers (76 13F filers) reported a position in JMSI shares at 2026-03-31, 5,069,581 shares in all. 17 filers opened a position and 6 filers sold out during the quarter.

Managers
76
13F filers
76
New
17
Added
35
Reduced
16
Sold out
6
Shares held by filers
5,069,581

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC1,697,584$84.5M0.16%+101,71313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO932,436$46.3M<0.01%+35,37113F-HR/ATimelineGroup
EP Wealth Advisors, LLC404,315$20.1M0.1%+24,59913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…228,612$11.4M0.01%+18,17913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC197,272$9.81M<0.01%+9,05813F-HRTimelineGroup
SEEDS INVESTOR LLC169,063$8.5M1.16%+20,02713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC155,124$7.72M<0.01%+12,41213F-HRTimelineGroup
Ellevest, Inc.147,984$7.36M1.02%+9,10813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP107,445$5.35M0.11%-2,17013F-HRTimeline
Integrated Wealth Concepts LLC87,614$4.36M0.03%+2,39613F-HRTimeline
FMR LLCin group FMR LLC86,407$4.3M<0.01%+53,86513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…85,411$4.25M<0.01%+16,23913F-HRTimelineGroup
Modera Wealth Management, LLC60,995$3.03M0.04%-3,38313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…48,969$2.44M0.18%new13F-HRTimelineGroup
GeoWealth Management, LLC47,678$2.37M0.09%-4,38613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC47,668$2.37M<0.01%-2,65213F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co45,094$2.24M0.03%+7,12313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP44,357$2.2M<0.01%+3,34813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth40,110$2M<0.01%+6613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,069$1.9M<0.01%-2,70713F-HRTimeline
LPL Financial LLC33,786$1.68M<0.01%+1,48813F-HRTimeline
CPC Advisors, LLC32,411$1.61M0.26%+1,03013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,719$1.53M<0.01%new13F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…27,484$1.37M0.17%-2,40113F-HRTimeline
Fairway Wealth LLC24,420$1.21M0.32%+5,02713F-HRTimeline
Wealth Architects, LLC21,725$1.08M0.1%+1,19913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,397$965K<0.01%+2413F-HRTimeline
NewEdge Advisors, LLC19,287$960K<0.01%+2,14013F-HR/ATimeline
MML INVESTORS SERVICES, LLC14,869$740K<0.01%+4113F-HRTimeline
AMARILLO NATIONAL BANK14,207$707K0.12%013F-HRTimeline
Perigon Wealth Management, LLC13,814$687K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,012$548K<0.01%+3,57713F-HRTimeline
PFG Investments, LLC10,660$530K0.02%+9413F-HRTimeline
WealthPlan Investment Management, LLC9,202$458K0.03%new13F-HRTimeline
Skyline Advisors, Inc.9,074$451K0.16%+7913F-HRTimeline
First Affirmative Financial Network8,210$408K0.16%13F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC8,145$405K0.02%+11513F-HRTimeline
McNamara Financial Services, Inc.8,062$401K0.08%-3,51713F-HRTimeline
Allworth Financial LP7,800$388K<0.01%+6,43013F-HRTimeline
Xena Financial Planning, LLC7,593$378K0.43%-10613F-HRTimeline
5T Wealth, LLC6,763$336K0.13%new13F-HRTimeline
Ally Invest Advisors Inc.5,725$285K0.02%-5913F-HRTimeline
HRT FINANCIAL LP5,727$284K<0.01%new13F-HRTimeline
WINCAP FINANCIAL LLC5,250$261K0.17%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,807$239K<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC4,754$237K<0.01%+72913F-HRTimeline
Cambridge Investment Research Advisors,…4,266$212K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,709$185K<0.01%-12713F-HRTimelineGroup
AdvisorNet Financial, Inc3,680$183K0.01%013F-HRTimeline
IFP Advisors, Inc3,304$164K<0.01%+76213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,900$145K0.01%-3,00013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,407$120K<0.01%+1,93113F-HRTimelineGroup
Aptus Capital Advisors, LLC1,811$90.1K<0.01%+513F-HRTimeline
Advisory Services Network, LLC1,808$89.9K<0.01%new13F-HRTimeline
GGM Financial LLC1,798$89.5K0.04%+31913F-HRTimeline
Triumph Capital Management1,265$62.9K0.01%013F-HRTimeline
Clarity Asset Management, Inc.1,144$56.9K0.03%+1013F-HRTimeline
Rossby Financial, LCC1,097$54.7K0.01%+28513F-HRTimeline
Financial Network Wealth Advisors LLC1,077$53.6K0.05%-48913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.548$27.3K<0.01%-34013F-HRTimelineGroup
MASECO LLP519$25.8K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/500$24.9K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…156$7.76K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.123$6K<0.01%-2013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
US BANCORP \DE\in group US BANCORP \DE\80$3.98K<0.01%013F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…75$3.73K<0.01%new13F-HRTimelineGroup
BLUELINE ADVISORS LLC67$3.33K<0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC52$2.59K<0.01%-113F-HRTimelineGroup
CWM, LLCin group CWM, LLC28$1.39K<0.01%new13F-HRTimelineGroup
MAI Capital Management22$1.09K<0.01%new13F-HRTimeline
Root Financial Partners, LLC13$647<0.01%+1213F-HRTimeline
Financial Life Planners7$368<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC6$299<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.6$295<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG2$100<0.01%-2,08013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$50<0.01%new13F-HRTimelineGroup