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Disclosery

JMST J P MORGAN EXCHANGE TRADED F

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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
CASTLEKEEP INVESTMENT ADVISORS LLC45,617$2.33M1.17%-3,11213F-HRTimeline
Modern Wealth Management, LLC45,410$2.32M0.03%-5,83413F-HRTimeline
Walkner Condon Financial Advisors LLC45,375$2.31M0.27%-3,55213F-HRTimeline
Fulton Bank, N.A.44,554$2.27M0.07%-5,93613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.43,985$2.24M0.01%+8,33713F-HRTimelineGroup
Cooper Financial Group43,967$2.24M0.19%-7,68413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …43,823$2.23M0.02%+3,10213F-HRTimelineGroup
Second Line Capital, LLC43,654$2.23M0.41%+14613F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP43,360$2.21M0.03%new13F-HRTimeline
Merit Financial Group, LLC43,190$2.2M0.01%-1,05813F-HR/ATimeline
Goelzer Investment Management, Inc.42,043$2.14M0.09%+12,11313F-HRTimeline
PECAUT & CO.41,785$2.13M0.65%-2,15213F-HRTimeline
Three Bridge Wealth Advisors, LLC41,617$2.12M0.53%+6313F-HRTimeline
BFSG, LLC41,489$2.12M0.19%+1,99313F-HRTimeline
&PARTNERS41,008$2.09M0.01%-3,47513F-HRTimeline
Creative Planningin group Creative Planning40,233$2.05M<0.01%+57213F-HRTimelineGroup
Carter Financial, LLC40,016$2.04M1.53%+50713F-HRTimeline
Tortoise Investment Management, LLC40,000$2.04M0.15%-10,00013F-HRTimeline
IAG Wealth Partners, LLC39,631$2.02M0.2%+8113F-HRTimeline
Circle Wealth Management, LLC39,460$2.01M0.03%013F-HRTimeline
LexAurum Advisors, LLC39,109$1.99M0.23%+67013F-HRTimeline
Bluespring Wealth Management, LLC38,640$1.97M0.04%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,538$1.97M<0.01%-468,56213F-HR/ATimelineGroup
Janney Montgomery Scott LLC38,457$1.96M<0.01%+10,96613F-HRTimeline
James J. Burns & Company, LLC37,844$1.93M0.21%-4,41713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC37,791$1.93M0.19%+7,11513F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC37,719$1.92M0.38%+9,14713F-HRTimeline
ZWJ INVESTMENT COUNSEL INC36,995$1.89M0.06%-45,63813F-HRTimeline
Vise Technologies, Inc.36,836$1.88M0.02%+8,94813F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC36,589$1.87M0.96%+5,29413F-HRTimeline
Bolthouse Investments, LLC36,445$1.86M1.51%013F-HRTimeline
Garden State Investment Advisory Servic…36,373$1.86M0.36%+26,55813F-HRTimeline
WealthBridge Capital Management, LLC36,211$1.85M0.37%+1,08313F-HRTimeline
Peterson Wealth Advisors, LLC36,133$1.84M0.22%+12,14213F-HRTimeline
Alpha Omega Wealth Management LLC36,128$1.84M0.28%+72413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC35,930$1.83M0.03%+22,14913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC35,707$1.82M0.04%+4,22213F-HRTimeline
MAI Capital Management35,600$1.82M0.01%013F-HRTimeline
Lakeridge Wealth Management LLC35,527$1.81M0.66%+4,06313F-HRTimeline
Global Retirement Partners, LLC35,152$1.79M0.03%13F-HRTimeline
Tennessee Valley Asset Management Partn…35,042$1.79M0.2%+11113F-HRTimeline
Kooman & Associates35,030$1.79M0.48%+45713F-HRTimeline
Bramshill Investments, LLC34,847$1.78M0.14%013F-HRTimeline
MGO ONE SEVEN LLC34,060$1.74M0.03%+22,65713F-HRTimeline
Galvin, Gaustad & Stein, LLC34,021$1.74M0.13%+7,07713F-HRTimeline
Shum Financial Group, Inc.33,986$1.73M1.04%+17,14413F-HRTimeline
Narus Financial Partners, LLC33,965$1.73M0.44%-1,00513F-HRTimeline
SteelPeak Wealth, LLC33,819$1.72M0.05%-5,18513F-HRTimeline
Aprio Wealth Management, LLC33,800$1.72M0.09%-5,80013F-HRTimeline
Jacobi Capital Management LLC33,776$1.72M0.08%+87513F-HRTimeline
Perennial Investment Advisors, LLC32,784$1.67M0.11%-18313F-HRTimeline
Vestmark Advisory Solutions, Inc.32,059$1.64M0.02%+8,20313F-HRTimeline
Steward Partners Investment Advisory, L…31,856$1.62M0.01%-2,26313F-HRTimeline
Paradigm, Strategies in Wealth Manageme…31,646$1.61M0.98%+6,48313F-HRTimeline
1900 WEALTH MANAGEMENT LLC31,538$1.61M0.09%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…31,448$1.6M0.01%+64713F-HRTimelineGroup
BayBridge Capital Group, LLC31,115$1.59M0.83%013F-HRTimeline
Vawter Financial, Ltd.30,942$1.58M0.59%-6,06613F-HRTimeline
Boulder Wealth Advisors, LLC30,531$1.56M0.57%-162,00513F-HRTimeline
Baker Ellis Asset Management LLC29,800$1.52M0.16%013F-HRTimeline
BCGM Wealth Management, LLC29,527$1.51M0.32%-44,88513F-HRTimeline
Compass Financial Group, Inc.29,520$1.51M0.64%-31313F-HRTimeline
Skyline Advisors, Inc.29,491$1.5M0.47%-12,41513F-HRTimeline
Roehl & Yi Investment Advisors, LLC29,356$1.5M0.5%+4413F-HRTimeline
USAdvisors Wealth Management, LLC29,347$1.5M0.43%-66213F-HRTimeline
Kathmere Capital Management, LLC28,980$1.48M0.08%-1,34713F-HRTimeline
VISTA INVESTMENT MANAGEMENT28,971$1.48M0.45%+3,74813F-HRTimeline
Strategic Wealth Advisors LLC28,993$1.48M1.26%-29513F-HRTimeline
Princeton Global Asset Management LLC28,043$1.43M0.2%013F-HRTimeline
URS Advisory LLC28,015$1.43M0.8%+6,34313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC27,756$1.42M0.03%+2,90013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC27,686$1.41M<0.01%-85713F-HRTimelineGroup
Impact Capital Partners LLC27,639$1.41M0.38%+21,02513F-HRTimeline
Aries Wealth Management27,355$1.4M0.27%-4,11513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC27,018$1.38M<0.01%+2,53513F-HRTimelineGroup
Rothschild Wealth LLC26,800$1.37M0.11%013F-HRTimeline
Waverly Advisors, LLC26,700$1.36M0.01%+2,52813F-HRTimeline
HARBOUR INVESTMENTS, INC.26,390$1.35M0.02%-93313F-HRTimeline
Paladin Advisory Group, LLC25,964$1.32M0.88%-55813F-HRTimeline
Bison Wealth, LLC25,757$1.31M0.12%+18,29413F-HRTimeline
Gateway Wealth Partners, LLC25,620$1.31M0.08%-27,09613F-HRTimeline
FAS Wealth Partners, Inc.25,475$1.3M0.07%+7,26713F-HRTimeline
NewSquare Capital LLC25,378$1.29M0.1%+59313F-HRTimeline
Venturi Wealth Management, LLC24,771$1.26M0.05%+1,76913F-HRTimeline
Core Wealth Advisors, Inc.24,743$1.26M0.25%013F-HRTimeline
Capstone Financial Advisors, Inc.24,448$1.25M0.06%+13,73913F-HRTimeline
OneDigital Investment Advisors LLC24,357$1.24M0.01%-5,72813F-HRTimeline
SAGE FINANCIAL GROUP INC24,282$1.24M0.07%-1,76613F-HRTimeline
KM Capital Management Ltd.24,095$1.23M0.58%-67413F-HRTimeline
Soltis Investment Advisors LLC23,550$1.2M0.07%+5,19913F-HRTimeline
WEBSTER BANK, N. A.23,469$1.2M0.1%+5,17513F-HRTimeline
Philip James Wealth Mangement, LLC23,298$1.19M0.13%-76613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC23,010$1.17M0.01%-2,98113F-HRTimelineGroup
PFW Advisors LLC22,920$1.17M0.34%+6,96513F-HRTimeline
Bristlecone Value Partners, LLC22,795$1.16M0.94%-8013F-HRTimeline
Investment Advisory Services Group LLC22,771$1.16M0.85%+5,20113F-HRTimeline
Argo Wealth Advisory, LLC22,752$1.16M0.64%+54013F-HRTimeline
Sandy Cove Advisors, LLC22,720$1.16M0.29%-3,09313F-HRTimeline
United Advisor Group, LLC22,635$1.15M0.12%-29813F-HRTimeline
Mattson Financial Services, LLC22,180$1.13M0.24%+7,53913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,892$1.12M<0.01%+17,40913F-HRTimelineGroup
PRIVATE TRUST CO NA21,886$1.12M0.09%-51013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV21,463$1.09M0.28%-2,24913F-HRTimeline
Allen Capital Group, LLC21,359$1.09M0.09%-2,54313F-HRTimeline
Clear Point Advisors Inc.21,022$1.07M0.95%new13F-HRTimeline
Directional Asset Management20,796$1.06M1.01%+1,92413F-HRTimeline
IFG Advisory, LLC20,609$1.05M0.04%new13F-HRTimeline
Composition Wealth, LLC20,535$1.05M0.01%new13F-HRTimeline
Marion Wealth Management20,326$1.04M0.21%+3,61813F-HRTimeline
THOMPSON DAVIS & CO., INC.20,301$1.04M0.62%013F-HRTimeline
Belpointe Asset Management LLC20,197$1.03M0.03%+6,97013F-HRTimeline
OLIO Financial Planning20,171$1.03M0.26%+66613F-HRTimeline
CARLSON FINANCIAL, INC.20,150$1.03M0.52%+1013F-HRTimeline
Entelevest, LLC20,100$1.03M0.9%+3,61713F-HRTimeline
Tranquility Partners, LLC20,049$1.02M0.35%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC19,907$1.02M0.12%new13F-HRTimeline
Kuhn & Co Investment Counsel19,841$1.01M0.58%+65313F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC19,813$1.01M0.15%new13F-HRTimeline
Paladin Wealth, LLC19,729$1.01M0.59%+4,10213F-HRTimeline
Collaborative Wealth Managment Inc.19,700$1M0.42%+1,24913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP19,627$1M0.05%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC19,615$1M<0.01%new13F-HRTimelineGroup
Rooted Wealth Advisors, Inc.19,325$986K0.24%013F-HRTimeline
Tradewinds, LLC.89,730$986K0.23%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…19,320$985K0.15%+813F-HRTimeline
JNBA Financial Advisors18,907$964K0.07%013F-HRTimeline
KWMG, LLC18,844$961K0.07%-1,41913F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC18,739$956K0.18%-11,42113F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group18,585$948K0.09%+14,58513F-HRTimelineGroup
HUB Investment Partners, LLC18,301$933K0.02%new13F-HRTimeline
FIRST MANHATTAN CO. LLC.18,200$928K<0.01%+68013F-HRTimeline
Carnegie Investment Counsel17,299$882K0.02%+6,71013F-HRTimeline
Valmark Advisers, Inc.17,152$875K0.01%-10,09513F-HRTimeline
UNIQUE WEALTH, LLC17,106$872K0.1%+8,65413F-HRTimeline
Gladstone Institutional Advisory LLC17,006$867K0.03%+9,32413F-HRTimeline
Intergy Private Wealth, LLC16,896$862K0.2%-32913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC16,857$860K0.05%-2,05913F-HRTimeline
Cyndeo Wealth Partners, LLC16,609$847K0.04%-13413F-HRTimeline
BHK Investment Advisors, LLC16,000$816K0.24%013F-HRTimeline
Nuveen, LLCin group TIAA15,816$807K<0.01%new13F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC15,674$799K0.05%-49113F-HRTimeline
Quadcap Wealth Management, LLC15,544$793K0.08%-15913F-HRTimeline
TENET WEALTH PARTNERS, LLC15,561$792K0.59%13F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.15,436$787K0.05%013F-HRTimeline
Klingman & Associates, LLC15,293$780K0.03%-106,48113F-HRTimeline
Presidio Capital Management, LLC15,259$778K0.19%+93013F-HRTimeline
Madrid Wealth Management, LLC15,245$777K0.51%+70013F-HRTimeline
Kingsview Wealth Management, LLC15,196$775K0.01%+4,81013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding15,148$773K+1,798Timeline
Mallini Complete Financial Planning LLC15,092$770K0.55%+9713F-HRTimeline
Ruggaard & Associates LLC14,870$758K0.27%+2,00013F-HRTimeline
Oasis Advisors, LLC14,827$756K0.49%-1,364,50413F-HRTimeline
MCDONALD PARTNERS LLC14,600$745K0.18%013F-HRTimeline
Copper Harbor Investment Advisors, LLC14,464$738K0.16%13F-HRTimeline
Eagle Bluffs Wealth Management LLC14,442$737K0.25%-1,20513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…14,437$736K<0.01%+42413F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC14,354$732K0.09%+2,67613F-HRTimeline
COZAD ASSET MANAGEMENT INC14,178$723K0.05%+1,96513F-HRTimeline
Indivisible Partners14,159$722K0.04%-64713F-HRTimeline
Fourth Dimension Wealth, LLC14,077$718K0.23%-2,13613F-HRTimeline
QUANTIFY CHAOS ADVISORS, LLC13,727$700K1.97%+7,91813F-HRTimeline
One Capital Management, LLC13,592$693K0.02%013F-HRTimeline
Orion Porfolio Solutions, LLC13,459$686K0.01%-16,01413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,283$677K0.01%+87113F-HRTimelineGroup
Argent Advisors, Inc.13,198$673K0.17%-3,77513F-HRTimeline
Acropolis Investment Management, LLC13,148$671K0.03%013F-HR/ATimeline
XY Planning Network, Inc.12,931$659K0.08%new13F-HRTimeline
Curran Financial Partners, LLC12,856$656K0.1%+5,63213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC12,834$655K0.01%-2,06113F-HRTimeline
Souders Financial Advisors12,280$626K0.06%-56213F-HRTimeline
Dakota Wealth Management12,245$624K0.01%013F-HRTimeline
San Luis Wealth Advisors LLC12,223$623K0.09%-22,10413F-HRTimeline
MEMBERS WEALTH LLC12,220$623K0.34%+2,39913F-HRTimeline
Occidental Asset Management, LLC12,173$621K0.06%+2,51713F-HRTimeline
Old Port Advisors12,059$615K0.12%-96813F-HRTimeline
GENESIS PRIVATE WEALTH, LLC12,052$615K0.17%-4813F-HRTimeline
Strategic Blueprint, LLC11,909$607K0.03%-2,29513F-HRTimeline
Meridian Financial Advisors, LLC11,900$607K0.29%+3,07813F-HRTimeline
ADELL HARRIMAN & CARPENTER INC11,750$599K0.03%013F-HRTimeline
ProCore Advisors, LLC11,700$597K0.74%013F-HRTimeline
Ariadne Wealth Management, LP11,628$593K0.26%-9,44413F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV11,451$584K0.46%013F-HRTimeline
Centurion Wealth Management LLC11,352$579K0.14%013F-HRTimeline
Claro Advisors Inc.11,334$578K0.06%-53613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP11,221$572K0.01%+2,17613F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT11,186$570K0.03%+30013F-HRTimeline
Apella Capital, LLC11,150$568K0.01%+7313F-HRTimeline
BLAIR WILLIAM & CO/IL11,055$564K<0.01%+1,13613F-HRTimeline
Family Office Research LLC10,978$560K0.21%+7013F-HRTimeline
Aletheian Wealth Advisors LLC10,900$556K0.24%+16813F-HRTimeline
Gradient Capital Advisors, LLC10,859$554K0.13%+73913F-HRTimeline
Brown Financial Advisors10,853$554K0.19%+1,76813F-HRTimeline
BlackDiamond Wealth Management, LLC10,809$550K0.22%+4413F-HRTimeline
IMZ Advisory Inc10,731$547K0.17%-67,65813F-HRTimeline
Syntegra Private Wealth Group, LLC10,674$544K0.04%-137,29413F-HRTimeline
Redmond Asset Management, LLC10,600$541K0.13%013F-HRTimeline
Tempo Wealth, LLC10,529$537K0.08%new13F-HRTimeline
Oakwell Private Wealth Management, LLC10,514$536K0.09%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hartford Financial Management Inc.10,412$531K0.12%-2413F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC10,404$531K0.3%-113F-HRTimeline