Skip to content
Disclosery

JMST J P MORGAN EXCHANGE TRADED F

Follow

ETF (fund)

560 managers (564 13F filers) reported a position in JMST shares at 2026-06-30, 69,889,158 shares in all. 40 filers opened a position and 29 filers sold out during the quarter.

Managers
560
13F filers
564
New
40
Added
252
Reduced
191
Sold out
29
Shares held by filers
69,889,158

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,618,229$236M0.02%+433,60813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,833,193$195M0.1%-42,65113F-HRTimelineGroup
HB Wealth Management, LLC3,268,293$167M0.94%+716,31113F-HRTimeline
LPL Financial LLC3,079,442$157M0.04%+16013F-HRTimeline
Resonant Capital Advisors, LLC1,841,965$93.9M4.49%+122,71713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,577,056$80.4M0.01%+24,84413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,562,424$79.7M0.01%+300,79413F-HRTimelineGroup
FMR LLCin group FMR LLC1,380,788$70.4M<0.01%-1,59913F-HRTimelineGroup
Salomon & Ludwin, LLC1,202,000$61.2M5.04%+12,11913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,199,281$61.2M<0.01%+214,17013F-HRTimelineGroup
BAILARD, INC.1,147,099$58.5M1.19%+810,17213F-HRTimeline
UBS Group AGin group UBS Group AG1,081,228$55.1M0.01%+45,33013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC960,457$49M0.01%+17,63313F-HRTimelineGroup
AlphaCore Capital LLC747,047$38.1M0.7%-22,31013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.727,451$37.1M2.64%+86513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.716,864$36.6M0.04%-3,91713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA710,261$36.2M0.01%+65,94013F-HRTimelineGroup
Bridgewater Advisors Inc.678,796$34.5M1.88%+51,43813F-HRTimeline
NorthRock Partners, LLC662,850$33.8M0.49%-828,49913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP630,077$32.1M0.04%-253,76613F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC614,234$31.3M0.03%-273,76113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC604,676$30.8M0.04%-37,93413F-HRTimelineGroup
CWA Asset Management Group, LLC601,091$30.7M0.94%+58,97813F-HRTimeline
Integrated Wealth Concepts LLC590,310$30.1M0.2%-22,77213F-HR/ATimeline
Sage Mountain Advisors LLC556,512$28.4M1.75%+9,94613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP543,104$27.7M0.01%+122,45613F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…536,845$27.4M0.09%+1,06213F-HRTimelineGroup
Trust Co532,294$27.1M2.45%+11,80013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth524,475$26.7M0.03%+70,67013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…524,263$26.7M0.04%+130,42113F-HRTimeline
HighTower Advisors, LLC511,979$26.1M0.03%-20,33513F-HRTimeline
FSM Wealth Advisors, LLC508,803$25.9M2.78%+31,67813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…502,899$25.6M0.04%+173,17313F-HRTimelineGroup
Global Wealth Management, LLC502,395$25.6M13.05%-20,31313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO494,703$25.2M0.3%-153,90213F-HRTimeline
TFO Wealth Partners, LLC492,234$25.1M2.73%+34,29313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources480,527$24.5M0.01%+85,83313F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp466,374$23.8M0.99%+139,11813F-HRTimelineGroup
Dynasty Wealth Management, LLC452,116$23.1M0.17%+83,34113F-HRTimeline
Cetera Investment Advisers446,304$22.8M0.02%+34,03613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC442,803$22.6M0.3%-68,73113F-HRTimeline
WCG Wealth Advisors LLC442,140$22.5M0.53%-83,81813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS411,148$21M0.03%+28,64613F-HRTimeline
Global Strategic Investment Solutions, …409,414$20.9M1.87%-11,52613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC397,053$20.2M0.03%+35,79913F-HRTimeline
Private Advisor Group, LLC381,476$19.5M0.09%+144,01713F-HRTimeline
Interchange Capital Partners, LLC359,911$18.4M3.45%+140,91213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC356,845$18.2M0.25%+84,39713F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC337,670$17.2M0.27%-45,59413F-HRTimeline
Capital Asset Advisory Services LLC317,774$16.2M0.59%-31,15513F-HRTimeline
Red Door Wealth Management, LLC310,180$15.8M1.44%+134,98213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP293,012$14.9M0.01%+43,80413F-HRTimelineGroup
Principle Wealth Partners LLC291,500$14.9M0.73%+67,77413F-HRTimeline
Prime Capital Investment Advisors, LLC289,295$14.8M0.14%+3,45413F-HRTimeline
Chesley Taft & Associates LLC285,335$14.6M0.57%+55,52513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC283,757$14.5M<0.01%+30,66013F-HR/ATimelineGroup
Oak Harvest Investment Services282,359$14.4M1.35%+11,81713F-HRTimeline
NewEdge Advisors, LLC278,708$14.2M0.04%+6,82713F-HRTimeline
Boothe Investment Group, Inc.274,289$14M4.41%-3,05713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC268,691$13.7M0.05%-10,66313F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…268,058$13.7M0.22%+20,25613F-HRTimelineGroup
Rosenberg Matthew Hamilton262,671$13.4M2.5%-6,83313F-HRTimeline
Phoenix Wealth Advisors261,094$13.3M4.49%+56,12813F-HRTimeline
Farther Finance Advisors, LLC260,393$13.3M0.1%+57,45113F-HRTimeline
Sequoia Financial Advisors, LLC257,948$13.2M0.07%-14,24713F-HRTimeline
MBM WEALTH CONSULTANTS, LLC245,679$12.5M2.42%+9,12413F-HRTimeline
Auxano Advisors, LLC237,243$12.1M2.29%-16,39313F-HRTimeline
Elequin Capital, LP236,301$12.1M0.4%+154,39813F-HRTimeline
Cambridge Investment Research Advisors,…231,867$11.8M0.03%-200,96213F-HR/ATimeline
Fiduciary Trust Coin group Fiduciary Trust Co231,332$11.8M0.13%-84,78213F-HRTimelineGroup
Opal Wealth Advisors, LLC224,850$11.5M2.48%+6,85513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…220,283$11.2M0.14%+44,62413F-HRTimelineGroup
Avidian Wealth Enterprises, LLC218,332$11.1M0.31%-27,86313F-HRTimeline
Diversified Portfolios, Inc.214,582$10.9M0.79%-28,30413F-HRTimeline
DAVIDSON INVESTMENT ADVISORS209,448$10.7M0.44%-7,38313F-HRTimeline
SIMON QUICK ADVISORS, LLC208,365$10.6M0.43%+1,33613F-HRTimeline
TD Capital Management LLC198,650$10.1M0.83%-21,20013F-HRTimeline
Aspen Wealth Management LLC195,619$9.98M1.69%+31,60913F-HRTimeline
OpenArc Corporate Advisory, LLC193,764$9.88M0.12%+70,76613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…187,582$9.57M0.02%-68,25713F-HRTimelineGroup
Summit Financial, LLC186,728$9.52M0.1%-9,31113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP179,398$9.15M0.05%-2,66613F-HRTimelineGroup
Valeo Financial Advisors, LLC166,682$8.5M0.18%+2,97013F-HRTimeline
Quotient Wealth Partners, LLC165,677$8.45M0.2%+22,39413F-HRTimeline
YHB Investment Advisors, Inc.165,574$8.44M0.54%+41,20213F-HRTimeline
Whitegate Investment Counselors, Inc.164,442$8.39M2.39%-9,56513F-HRTimeline
Great Point Wealth Advisors, LLC161,685$8.25M1.33%-1,27013F-HRTimeline
Vertex Planning Partners, LLC157,816$8.05M1.2%+1,41613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding157,200$8.02M+3,631Timeline
Elmwood Wealth Management, Inc.149,352$7.62M1.91%+2,13113F-HRTimeline
CENTRAL TRUST Co145,149$7.4M0.13%+4,57013F-HRTimeline
Southeast Asset Advisors, LLC143,600$7.32M0.74%+35813F-HRTimeline
Apex Wealth Management, LLC143,272$7.31M4.46%+1,55813F-HRTimeline
Per Stirling Capital Management, LLC.143,243$7.31M0.7%-2,38913F-HRTimeline
MY Wealth Management Inc.141,183$7.2M5.07%+103,22513F-HRTimeline
Sierra Capital LLC137,619$7.02M0.68%013F-HRTimeline
PDS Planning, Inc131,459$6.7M0.39%+20,41513F-HRTimeline
EP Wealth Advisors, LLC130,874$6.67M0.03%013F-HRTimeline
Capital Advisors Wealth Management, LLC130,140$6.64M0.78%-8,84313F-HRTimeline
Mainsail Financial Group, LLC128,461$6.55M2.23%+36,41813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV127,481$6.5M0.01%+10,84713F-HR/ATimeline
Prosperity Consulting Group, LLC127,414$6.5M0.25%+7813F-HRTimeline
StrongBox Wealth, LLC126,661$6.46M1.84%+9,53713F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC125,377$6.39M1.64%-35413F-HRTimeline
Aptus Capital Advisors, LLC125,043$6.38M0.05%-6,72013F-HRTimeline
Graves Light Lenhart Wealth, Inc.122,067$6.23M0.58%+8,99213F-HRTimeline
ALBION FINANCIAL GROUP /UT120,860$6.16M0.36%+4,11513F-HRTimeline
MANNING & NAPIER ADVISORS LLC120,084$6.12M0.08%+12,93413F-HRTimeline
Stewardship Advisors, LLC119,200$6.08M1.26%+28,74713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…116,144$5.92M<0.01%+80,98813F-HRTimelineGroup
ERn Financial, LLC115,911$5.91M0.98%+10,41913F-HRTimeline
Roof Eidam Maycock Peralta, LLC115,502$5.89M1.16%-3,94713F-HRTimeline
BOKF, NAin group BOKF, NA114,324$5.83M0.08%+12,61613F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC113,781$5.8M0.13%-8,63213F-HRTimelineGroup
LPWM LLC112,326$5.73M1.27%+22,87313F-HRTimeline
APPLETON PARTNERS INC/MA111,463$5.68M0.35%-14,10513F-HRTimeline
Savvy Advisors, Inc.110,657$5.64M0.12%+15,09813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding109,638$5.59M-7,861Timeline
Forza Wealth Management, LLC106,400$5.43M1.66%-2,80013F-HRTimeline
Revolve Wealth Partners, LLC105,003$5.36M0.56%+55,93813F-HRTimeline
Ironwood Investment Counsel, LLC104,355$5.32M0.7%+65,71213F-HRTimeline
CAPITAL MANAGEMENT CORP /VA100,049$5.1M0.77%+6,92013F-HRTimeline
Leverty Financial Group, LLC98,985$5.05M0.98%+23,34513F-HRTimeline
Parallel Advisors, LLC98,335$5.02M0.08%+32,54813F-HRTimeline
Clearstead Advisors, LLC97,960$5M0.05%new13F-HRTimeline
MML INVESTORS SERVICES, LLC97,690$4.98M0.01%+18,41113F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…97,332$4.96M0.18%+24,15113F-HRTimeline
J.Safra Asset Management Corp96,869$4.94M0.23%-38613F-HRTimeline
DAVENPORT & Co LLC94,869$4.84M0.02%+86,94013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC90,481$4.61M0.68%+33,78613F-HRTimeline
Jupiter Wealth Management LLC90,000$4.59M1.84%013F-HRTimeline
RPg Family Wealth Advisory, LLC89,649$4.57M0.76%-1,26513F-HR/ATimeline
Able Wealth Management LLC88,291$4.5M1.03%-25,26013F-HRTimeline
Sanctuary Advisors, LLC88,008$4.49M0.02%+24,78613F-HRTimeline
CFO4Life Group, LLC87,863$4.48M0.6%-22913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding85,424$4.36M+253Timeline
Mutual Advisors, LLC84,762$4.32M0.08%-11,47913F-HRTimeline
VestGen Advisors, LLC82,570$4.21M0.12%013F-HRTimeline
Perigon Wealth Management, LLC81,997$4.18M0.07%+18,79813F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…81,200$4.14M0.22%013F-HRTimeline
Geneos Wealth Management Inc.79,620$4.06M0.08%-2,44513F-HRTimeline
Perennial Advisors, LLC78,894$4.02M0.62%-2,24613F-HRTimeline
Quantinno Capital Management LP78,122$3.98M<0.01%+67,20613F-HRTimeline
KINTRA WEALTH, LLC78,002$3.97M0.21%+8,46613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC77,711$3.96M0.08%-8,08613F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC76,757$3.91M0.3%-2,82413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…75,182$3.83M0.08%+17,17313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP74,816$3.82M<0.01%-90913F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC74,269$3.79M0.77%+10,64713F-HRTimeline
SkyOak Wealth, LLC72,890$3.72M0.61%+5,56813F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC71,896$3.67M2.02%new13F-HRTimeline
Legacy Private Trust Co.69,450$3.54M0.2%+37,90713F-HRTimeline
IF Advisors, LLC69,000$3.52M2.31%-89,00013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC65,597$3.35M0.78%+9,14013F-HRTimeline
NCM Capital Management, LLC65,165$3.32M1.02%-5,60013F-HRTimeline
Sigma Planning Corp64,928$3.31M0.08%+1,28913F-HRTimeline
IFP Advisors, Inc64,786$3.3M0.06%+36213F-HRTimeline
Clarity Asset Management, Inc.64,594$3.29M1.62%+2,35313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers64,372$3.28M<0.01%+31,87113F-HRTimelineGroup
Arax Advisory Partners60,143$3.07M0.02%+47,49713F-HRTimeline
NavPoint Financial, Inc.59,810$3.05M1.13%-16,90713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI59,751$3.05M0.14%-68413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC59,482$3.03M0.05%-14,44513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …59,474$3.03M0.06%-57,75613F-HRTimelineGroup
Richard P Slaughter Associates Inc59,181$3.02M0.6%-35,15013F-HRTimeline
Red Mountain Financial, LLC58,443$2.98M2.5%+16,22413F-HRTimeline
Granite Bay Wealth Management, LLC58,090$2.96M0.27%new13F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC57,495$2.93M1.76%-11,37413F-HRTimeline
Wills Financial Group LLC57,124$2.91M1.06%-2,72513F-HRTimeline
Invariant Investment Management56,902$2.9M1.7%-63713F-HRTimeline
Stonebridge Financial Group, LLC56,149$2.86M0.22%+11113F-HRTimeline
Financial Engines Advisors L.L.C.55,282$2.82M0.01%+37,63413F-HRTimeline
McNamara Financial Services, Inc.54,132$2.76M0.48%-110,17013F-HRTimeline
Advisory Services Network, LLC53,831$2.75M0.03%+10,47413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC53,733$2.74M<0.01%+6,01113F-HRTimelineGroup
Laurel Wealth Planning LLC53,505$2.73M1.21%-2,49613F-HRTimeline
Syverson Strege & Co53,011$2.7M0.59%+3,63413F-HRTimeline
Root Financial Partners, LLC52,750$2.69M0.1%+13,42913F-HRTimeline
Rossmore Private Capital52,357$2.67M0.22%-4,78313F-HRTimeline
Main Street Financial Solutions, LLC51,803$2.64M0.17%-11713F-HRTimeline
Selby Wealth Management, LLC51,801$2.64M0.94%+2,22113F-HRTimeline
Firestone Capital Management51,798$2.64M0.49%+11,45913F-HRTimeline
Security Financial Services, INC.51,349$2.62M0.36%+13,73913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS51,315$2.62M<0.01%+51,27613F-HRTimelineGroup
Dynamic Advisor Solutions LLC51,056$2.6M0.07%-2,64113F-HRTimeline
Causey Wealth LLC50,980$2.6M1.02%+15,39313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY50,734$2.59M<0.01%+20,81013F-HRTimelineGroup
IHT Wealth Management, LLC50,361$2.57M0.05%+2,04513F-HRTimeline
AdvisorNet Financial, Inc50,024$2.55M0.12%-4,70313F-HRTimeline
Summit Place Financial Advisors, LLC49,500$2.52M1.11%+24,70013F-HRTimeline
Beacon Pointe Advisors, LLC49,288$2.51M0.01%+19,35513F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC48,821$2.49M0.76%+4,91313F-HRTimeline
Canvas Wealth Advisors, LLC47,075$2.4M0.33%-24,25813F-HRTimeline
Macro Advisors, Inc.46,839$2.39M0.76%013F-HRTimeline
Financial Solutions Advisory Group, Inc.46,729$2.38M0.3%+3,80113F-HRTimeline
Sargent Investment Group, LLC46,511$2.37M0.29%-7,77513F-HRTimeline
Sound Portfolio Advisors, LLC46,062$2.35M1.67%+30,62513F-HRTimeline
Focus Financial Network, Inc.46,040$2.35M0.07%+10913F-HRTimeline
Summit Wealth Partners, LLC46,003$2.35M0.33%+20113F-HRTimeline
Sunburst Financial Group, LLC45,984$2.35M0.39%-82613F-HRTimeline