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Disclosery

JMST J P MORGAN EXCHANGE TRADED F

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ETF (fund)

458 managers (461 13F filers) reported a position in JMST shares at 2024-12-31, 46,325,610 shares in all. 40 filers opened a position and 38 filers sold out during the quarter.

Managers
458
13F filers
461
New
40
Added
193
Reduced
145
Sold out
38
Shares held by filers
46,325,610

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Allen Capital Group, LLC28,826$1.46M0.18%-6,07213F-HRTimeline
New Capital Management LP27,700$1.4M0.41%-5313F-HRTimeline
John W. Brooker & Co., CPAs27,303$1.38M0.6%+26713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC27,269$1.38M0.38%+3,15413F-HRTimeline
Able Wealth Management LLC27,062$1.37M0.9%+4,31913F-HRTimeline
Baker Ellis Asset Management LLC26,300$1.33M0.2%+10,50013F-HRTimeline
Red Mountain Financial, LLC26,028$1.32M1.42%+5,19713F-HRTimeline
Ironwood Investment Counsel, LLC25,020$1.27M0.22%-10,47413F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC24,920$1.27M0.56%-7,55013F-HRTimeline
BayBridge Capital Group, LLC24,960$1.27M0.92%+17813F-HRTimeline
MFA WEALTH ADVISORS, LLC24,635$1.25M0.32%-27,51313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.24,531$1.24M0.01%-12113F-HRTimelineGroup
United Advisor Group, LLC24,499$1.24M0.25%+4,65313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding24,473$1.24M+8,621Timeline
Priebe Wealth Holdings LLC23,828$1.21M0.82%+1,78513F-HRTimeline
THOMPSON DAVIS & CO., INC.23,738$1.2M0.77%013F-HRTimeline
Firestone Capital Management23,665$1.2M0.3%new13F-HRTimeline
Lifelong Wealth Advisors, Inc.23,465$1.19M0.53%13F-HRTimeline
Princeton Global Asset Management LLC23,238$1.18M0.22%+1,51713F-HRTimeline
Prospera Financial Services Inc23,136$1.17M0.03%-46913F-HRTimeline
BSW Wealth Partners22,727$1.15M0.17%new13F-HRTimeline
Modera Wealth Management, LLC22,581$1.15M0.01%013F-HRTimeline
NewSquare Capital LLC22,286$1.13M0.09%-1,13813F-HRTimeline
Canvas Wealth Advisors, LLC21,548$1.1M0.27%new13F-HRTimeline
Summit Wealth Partners, LLC21,067$1.07M0.22%+8,58813F-HRTimeline
Tradition Wealth Management, LLC21,022$1.07M0.09%-3,72813F-HRTimeline
Rooted Wealth Advisors, Inc.21,014$1.07M0.42%+6813F-HRTimeline
Financial Advocates Investment Manageme…20,836$1.06M0.06%+15,76013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC20,579$1.04M0.08%+52513F-HRTimeline
Klingman & Associates, LLC20,201$1.02M0.06%-14,52213F-HRTimeline
Roehl & Yi Investment Advisors, LLC20,132$1.02M0.56%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED20,011$1.02M0.09%+5813F-HRTimeline
Tranquility Partners, LLC20,049$1.02M0.38%013F-HRTimeline
&PARTNERS19,981$1.01M0.01%+66913F-HRTimeline
Security Financial Services, INC.19,749$1M0.2%+15013F-HRTimeline
USAdvisors Wealth Management, LLC19,598$993K0.32%+5,37013F-HRTimeline
FAS Wealth Partners, Inc.19,526$990K0.08%+1,12813F-HRTimeline
Valmark Advisers, Inc.19,441$986K0.02%+9,57913F-HRTimeline
WealthBridge Capital Management, LLC19,286$978K0.27%+2,47013F-HRTimeline
OneDigital Investment Advisors LLC19,242$976K0.01%+11,06313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC18,591$943K0.04%-38413F-HR/ATimeline
NCM Capital Management, LLC18,480$937K0.42%+8,50013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding18,248$925K-56Timeline
Martin Worley Group18,170$921K0.58%13F-HRTimeline
COZAD ASSET MANAGEMENT INC17,813$903K0.08%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC17,617$893K0.13%-9,20513F-HRTimeline
GAMMA Investing LLC17,228$874K0.07%+3,19213F-HRTimeline
Impact Capital Partners LLC17,122$868K0.31%13F-HRTimeline
Bolthouse Investments, LLC17,076$866K0.8%13F-HRTimeline
Savvy Advisors, Inc.17,000$862K0.1%013F-HRTimeline
JNBA Financial Advisors16,935$859K0.09%-13613F-HRTimeline
Kingsview Wealth Management, LLC16,914$858K0.02%+70713F-HRTimeline
Fourth Dimension Wealth, LLC16,817$853K0.44%13F-HRTimeline
Steward Partners Investment Advisory, L…16,786$851K0.01%013F-HRTimeline
Intergy Private Wealth, LLC16,647$844K0.32%-3,84513F-HRTimeline
YARGER WEALTH STRATEGIES, LLC16,137$818K0.47%+10,01313F-HRTimeline
Eagle Bluffs Wealth Management LLC16,012$814K0.44%-7913F-HRTimeline
Apella Capital, LLC15,995$811K0.03%+12913F-HRTimeline
Commonwealth Financial Services, LLC15,956$809K0.16%013F-HRTimeline
Masso Torrence Wealth Management Inc.15,846$804K0.42%+1,20013F-HRTimeline
Lineweaver Wealth Advisors, LLC15,451$784K0.14%+1,73413F-HRTimeline
Johnson Bixby & Associates, LLC15,090$765K0.12%+82613F-HRTimeline
IAG Wealth Partners, LLC14,898$755K0.13%-3,90413F-HRTimeline
MCDONALD PARTNERS LLC14,600$740K0.19%013F-HRTimeline
Collaborative Wealth Managment Inc.14,434$732K0.33%+1,53313F-HRTimeline
Walkner Condon Financial Advisors LLC14,360$728K0.15%-1,04413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,149$718K0.02%+79713F-HRTimelineGroup
RFG Advisory, LLC14,086$714K0.02%+5,33313F-HRTimeline
Argent Trust Co13,952$708K0.03%+21113F-HRTimeline
Centurion Wealth Management LLC13,779$699K0.22%-16113F-HRTimeline
Shum Financial Group, Inc.13,728$697K0.6%-4,79113F-HRTimeline
Dakota Wealth Management13,615$690K0.02%+1,51513F-HRTimeline
Tyler-Stone Wealth Management13,338$676K0.12%+2,12013F-HRTimeline
First Citizens Financial Corp13,126$666K0.36%-3,46113F-HRTimeline
James J. Burns & Company, LLC13,068$663K0.12%-6,45013F-HRTimeline
Hartford Financial Management Inc.13,034$661K0.14%-5,58613F-HRTimeline
Alpha Omega Wealth Management LLC12,974$658K0.12%-1,10913F-HRTimeline
SAGE FINANCIAL GROUP INC12,926$655K0.05%+68413F-HRTimeline
Sigma Planning Corp12,909$655K0.02%+70913F-HRTimeline
Soltis Investment Advisors LLC12,792$649K0.06%+113F-HRTimeline
Mallini Complete Financial Planning LLC12,707$644K0.61%13F-HRTimeline
Kuhn & Co Investment Counsel12,554$637K0.54%+1,86813F-HRTimeline
Souders Financial Advisors12,507$634K0.09%+1,14813F-HRTimeline
Per Stirling Capital Management, LLC.12,465$632K0.09%-10,82013F-HRTimeline
VISTA INVESTMENT MANAGEMENT12,458$632K0.24%-2,65013F-HRTimeline
AdvisorNet Financial, Inc12,375$628K0.05%-11,91113F-HRTimeline
BlackDiamond Wealth Management, LLC12,319$625K0.36%+2,20613F-HRTimeline
GENESIS PRIVATE WEALTH, LLC12,288$623K0.34%13F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV11,817$599K0.6%-1,47713F-HRTimeline
WEBSTER BANK, N. A.11,816$599K0.06%013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC11,750$596K0.04%013F-HRTimeline
NWAM LLC11,711$594K0.04%-1,82213F-HRTimeline
Tradewinds, LLC.11,600$589K0.16%new13F-HRTimeline
SONATA CAPITAL GROUP INC11,547$586K0.24%+1,12513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC11,537$585K0.07%-20813F-HRTimeline
Farther Finance Advisors, LLC11,339$575K0.02%-4,45113F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC11,323$574K0.28%-92913F-HRTimeline
WealthCare Investment Partners, LLC11,315$574K0.25%-4,17113F-HRTimeline
IHT Wealth Management, LLC11,053$561K0.02%-6,33913F-HRTimeline
MONECO ADVISORS, LLC10,939$555K0.06%+3,06013F-HR/ATimeline
Peterson Wealth Advisors, LLC10,922$554K0.1%-2,02713F-HRTimeline
HARBOUR INVESTMENTS, INC.10,800$548K0.02%-16213F-HRTimeline
IFG Advisory, LLC10,752$545K0.03%new13F-HRTimeline
Family Office Research LLC10,532$534K0.23%13F-HRTimeline
LaSalle St. Investment Advisors, LLC10,419$528K0.16%+65813F-HRTimeline
Enclave Advisors LLC10,412$528K0.09%+5,47713F-HRTimeline
Geneos Wealth Management Inc.10,248$520K0.02%+7,08513F-HRTimeline
Smart Money Group LLC10,160$515K0.18%+1313F-HRTimeline
Waverly Advisors, LLC10,146$515K0.01%+95713F-HRTimeline
Intelligence Driven Advisers, LLC10,078$511K0.1%-2,13013F-HRTimeline
Pallas Capital Advisors LLC10,000$507K0.02%013F-HRTimeline
Tarbox Family Office, Inc.9,956$505K0.08%+4913F-HRTimeline
Sterling Financial Group, Inc.9,930$504K0.19%new13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT9,786$496K0.04%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC9,734$494K0.01%13F-HRTimeline
Annex Advisory Services, LLC9,608$487K0.01%-416,59013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,451$479K<0.01%+3813F-HRTimelineGroup
SFG Wealth Management, LLC.9,422$478K0.25%-9,68713F-HRTimeline
Confluence Wealth Services, Inc.9,300$473K0.03%013F-HRTimeline
NOVEM GROUP9,320$473K0.07%13F-HRTimeline
Sunbelt Securities, Inc.9,143$465K0.04%013F-HRTimeline
Parallel Advisors, LLC9,142$464K0.01%new13F-HRTimeline
Atria Wealth Solutions, Inc.9,130$463K0.01%-46713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC9,079$460K0.02%-2,97013F-HRTimeline
BOSTON FAMILY OFFICE LLC8,989$456K0.03%013F-HRTimeline
WNY Asset Management, LLC8,983$456K0.06%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.8,945$454K0.04%013F-HRTimeline
Archford Capital Strategies, LLC8,920$452K0.07%+1,19613F-HRTimeline
Royal Harbor Partners, LLC8,886$451K0.17%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD8,865$450K0.27%013F-HRTimeline
Connecticut Wealth Management, LLC8,765$444K0.02%013F-HRTimeline
Private Wealth Group, LLC8,663$439K0.21%new13F-HRTimeline
BLAIR WILLIAM & CO/IL8,643$438K<0.01%-1,97613F-HRTimeline
Sargent Investment Group, LLC8,635$438K0.07%new13F-HRTimeline
GG Group Ventures, LLC8,589$436K0.57%-29113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC8,550$434K0.12%-17,07913F-HRTimeline
Sincerus Advisory, LLC8,458$429K0.46%13F-HRTimeline
TOWNSQUARE CAPITAL LLC8,424$427K<0.01%-1,39113F-HRTimeline
GPS Wealth Strategies Group, LLC8,388$425K0.05%-6,45613F-HRTimeline
CW Advisors, LLC8,385$425K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,368$424K0.01%-9,00013F-HRTimelineGroup
FOCUS Wealth Advisors, LLC8,334$423K0.22%new13F-HRTimeline
MEMBERS WEALTH LLC8,305$422K0.31%13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…8,235$418K0.12%013F-HRTimeline
HTLF Bank8,162$414K0.05%013F-HRTimeline
Gradient Capital Advisors, LLC8,127$412K0.13%+33313F-HRTimeline
Ruggaard & Associates LLC8,100$411K0.18%013F-HRTimeline
Presidio Capital Management, LLC8,019$407K0.22%-4,90713F-HRTimeline
RWA WEALTH PARTNERS, LLC7,889$400K<0.01%-14813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,763$394K0.01%-1,62713F-HRTimelineGroup
DAVENPORT & Co LLC7,754$393K<0.01%+6213F-HRTimeline
M Wealth Management, LLC7,711$391K0.36%13F-HRTimeline
Marion Wealth Management7,686$390K0.1%+1,84913F-HRTimeline
AMARA FINANCIAL, LLC.7,616$386K0.36%new13F-HRTimeline
Beacon Pointe Advisors, LLC7,506$381K<0.01%+813F-HRTimeline
PFG Advisors7,487$380K0.02%+9113F-HRTimeline
Jacobi Capital Management LLC7,436$377K0.03%+1,98013F-HRTimeline
Quadcap Wealth Management, LLC7,387$375K0.06%+2,85613F-HRTimeline
SoundView Advisors Inc.7,300$370K0.15%13F-HRTimeline
Ballentine Partners, LLC7,296$370K0.01%new13F-HRTimeline
Cresset Asset Management, LLC7,226$367K<0.01%-44,10513F-HRTimeline
Advisory Services Network, LLC7,215$366K0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,207$365K0.01%-3713F-HRTimelineGroup
DMKC Advisory Services, LLC7,083$359K0.33%13F-HRTimeline
Dogwood Wealth Management LLC7,009$355K0.19%+3813F-HRTimeline
Capital Advisors, Ltd. LLC6,950$352K0.04%013F-HRTimeline
Rockport Wealth LLC6,913$351K0.16%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,665$338K0.01%+1,73613F-HRTimelineGroup
Capstone Financial Advisors, Inc.6,650$337K0.02%-4,92213F-HRTimeline
Western Wealth Management, LLC6,604$335K0.02%-1913F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,549$332K<0.01%+6,54813F-HRTimelineGroup
CAP Partners, LLC6,449$327K0.23%-19413F-HRTimeline
Arete Wealth Advisors, LLC6,352$322K0.02%new13F-HRTimeline
Aries Wealth Management6,300$319K0.09%+65013F-HRTimeline
Janney Montgomery Scott LLC6,284$319K<0.01%-4,36813F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc6,245$317K0.2%13F-HRTimeline
McCarthy & Cox6,193$314K0.11%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,133$311K<0.01%013F-HRTimelineGroup
COMERICA BANK6,000$304K<0.01%+50013F-HR/ATimeline
SHAYNE & JACOBS, LLC6,000$304K0.08%013F-HRTimeline
BHK Investment Advisors, LLC6,000$304K0.11%013F-HRTimeline
OLIO Financial Planning5,743$291K0.1%-32613F-HRTimeline
MIDDLETON & CO INC/MA5,700$289K0.03%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT5,685$288K<0.01%+613F-HRTimeline
HBW ADVISORY SERVICES LLC5,663$287K0.03%new13F-HRTimeline
Weaver Consulting Group5,650$287K0.09%+48013F-HRTimeline
Ergawealth Advisors, Inc.5,528$280K0.14%-82713F-HRTimeline
Rossmore Private Capital5,335$271K0.03%-1,24413F-HRTimeline
IMS Capital Management5,334$270K0.13%013F-HRTimeline
J.W. COLE ADVISORS, INC.5,273$267K0.01%+49613F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.5,216$265K0.02%-3,10313F-HRTimeline
Harbor Group, Inc.5,191$263K0.06%+4213F-HRTimeline
Meridian Financial Advisors, LLC5,022$255K0.18%+32213F-HRTimeline
Tennessee Valley Asset Management Partn…4,939$250K0.04%-2,24413F-HRTimeline
Total Clarity Wealth Management, Inc.4,809$244K0.08%-22513F-HRTimeline
Aletheian Wealth Advisors LLC4,807$244K0.14%+84413F-HRTimeline
FORBES J M & CO LLP4,801$243K0.02%013F-HRTimeline
Herold Advisors, Inc.4,800$243K0.05%new13F-HRTimeline
Root Financial Partners, LLC4,765$242K0.03%013F-HRTimeline
Kelly Financial Services LLC4,758$241K0.09%013F-HR/ATimeline