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Disclosery

JMST J P MORGAN EXCHANGE TRADED F

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ETF (fund)

489 managers (493 13F filers) reported a position in JMST shares at 2025-03-31, 52,566,639 shares in all. 64 filers opened a position and 26 filers sold out during the quarter.

Managers
489
13F filers
493
New
64
Added
240
Reduced
143
Sold out
26
Shares held by filers
52,566,639

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Ancora Advisors LLCin group Ancora Advisors LLC33,881$1.72M0.04%-47713F-HRTimelineGroup
Core Wealth Advisors, Inc.33,876$1.72M0.55%-1,77613F-HRTimeline
Philip James Wealth Mangement, LLC33,540$1.71M0.21%+3,31613F-HRTimeline
Compass Financial Group, Inc.32,701$1.66M0.85%013F-HRTimeline
Kooman & Associates32,667$1.66M0.61%+29913F-HRTimeline
Cresset Asset Management, LLC32,350$1.64M0.01%+25,12413F-HRTimeline
Galvin, Gaustad & Stein, LLC32,327$1.64M0.15%-8,69613F-HRTimeline
Klingman & Associates, LLC32,201$1.64M0.1%+12,00013F-HRTimeline
Pine Harbor Wealth Management, LLC32,129$1.63M0.65%013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC32,015$1.63M0.07%-5,79513F-HRTimeline
MFA WEALTH ADVISORS, LLC31,366$1.59M0.39%+6,73113F-HRTimeline
Able Wealth Management LLC30,920$1.57M0.93%+3,85813F-HRTimeline
KWMG, LLC30,795$1.57M0.16%-1,24213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC30,490$1.55M0.13%new13F-HRTimeline
Bristlecone Advisors, LLC30,209$1.54M0.13%-8,25313F-HRTimeline
Crossmark Global Holdings, Inc.29,983$1.52M0.03%new13F-HRTimeline
Alpha Omega Wealth Management LLC29,332$1.49M0.29%+16,35813F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC29,240$1.49M0.67%+4,32013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC29,213$1.49M0.02%new13F-HRTimelineGroup
Baker Ellis Asset Management LLC28,800$1.46M0.21%+2,50013F-HRTimeline
Perennial Investment Advisors, LLC28,796$1.46M0.16%-69213F-HRTimeline
ASHTON THOMAS SECURITIES, LLC28,143$1.43M0.4%+87413F-HRTimeline
Clear Point Advisors Inc.27,469$1.4M1.26%-3,82713F-HRTimeline
United Advisor Group, LLC26,936$1.37M0.28%+2,43713F-HRTimeline
John W. Brooker & Co., CPAs26,906$1.37M0.57%-39713F-HRTimeline
OneDigital Investment Advisors LLC26,386$1.34M0.02%+7,14413F-HRTimeline
Red Mountain Financial, LLC26,259$1.34M1.63%+23113F-HRTimeline
GPS Wealth Strategies Group, LLC26,242$1.33M0.18%+17,85413F-HRTimeline
Valmark Advisers, Inc.25,582$1.3M0.02%+6,14113F-HRTimeline
Firestone Capital Management25,333$1.29M0.34%+1,66813F-HRTimeline
BayBridge Capital Group, LLC25,121$1.28M0.92%+16113F-HRTimeline
NewSquare Capital LLC25,115$1.28M0.1%+2,82913F-HRTimeline
Summit Wealth Partners, LLC24,730$1.26M0.26%+3,66313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,654$1.25M<0.01%new13F-HRTimelineGroup
Canvas Wealth Advisors, LLC24,189$1.22M0.31%+2,64113F-HRTimeline
Evernest Financial Advisors, LLC23,818$1.21M0.43%-55,10513F-HRTimeline
Strive Asset Management, LLC23,248$1.18M0.82%new13F-HR/ATimeline
USAdvisors Wealth Management, LLC22,651$1.15M0.4%+3,05313F-HRTimeline
Prospera Financial Services Inc22,478$1.14M0.03%-65813F-HRTimeline
&PARTNERS22,010$1.12M0.01%+2,02913F-HRTimeline
Financial Advocates Investment Manageme…21,705$1.1M0.08%+86913F-HRTimeline
WealthBridge Capital Management, LLC21,652$1.1M0.31%+2,36613F-HRTimeline
IAG Wealth Partners, LLC21,566$1.1M0.17%+6,66813F-HRTimeline
Rooted Wealth Advisors, Inc.20,967$1.06M0.46%-4713F-HRTimeline
Lifelong Wealth Advisors, Inc.20,811$1.06M0.5%-2,65413F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC20,579$1.05M0.08%013F-HRTimeline
THOMPSON DAVIS & CO., INC.20,301$1.03M0.81%-3,43713F-HRTimeline
Steward Partners Investment Advisory, L…20,286$1.03M0.01%+3,50013F-HRTimeline
Tranquility Partners, LLC20,049$1.02M0.39%013F-HRTimeline
Mason & Associates Inc20,045$1.02M0.25%-16,34213F-HRTimeline
Security Financial Services, INC.19,885$1.01M0.2%+13613F-HRTimeline
FAS Wealth Partners, Inc.19,790$1.01M0.08%+26413F-HRTimeline
U S GLOBAL INVESTORS INC19,700$1M0.13%new13F-HRTimeline
Coppell Advisory Solutions LLC17,975$994K0.14%+17,86713F-HRTimeline
Sargent Investment Group, LLC19,285$981K0.16%+10,65013F-HRTimeline
COZAD ASSET MANAGEMENT INC19,132$973K0.1%+1,31913F-HRTimeline
Leverty Financial Group, LLC19,043$968K0.4%new13F-HRTimeline
Slow Capital, Inc.18,719$952K0.13%-52,35513F-HRTimeline
Roehl & Yi Investment Advisors, LLC18,599$946K0.51%-1,53313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC18,536$943K0.04%-5513F-HR/ATimeline
49 WEALTH MANAGEMENT, LLC18,482$940K0.11%+86513F-HRTimeline
BSW Wealth Partners18,367$934K0.14%-4,36013F-HRTimeline
GAMMA Investing LLC18,283$930K0.07%+1,05513F-HR/ATimeline
Sandy Cove Advisors, LLC18,254$928K0.37%+13,71413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY17,986$915K<0.01%-42,91113F-HRTimelineGroup
Lineweaver Wealth Advisors, LLC17,619$896K0.15%+2,16813F-HRTimeline
Martin Worley Group17,461$888K0.51%-70913F-HRTimeline
Farther Finance Advisors, LLC17,360$883K0.02%+6,02113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED17,179$873K0.08%-2,83213F-HR/ATimeline
Bolthouse Investments, LLC17,056$867K0.9%-2013F-HRTimeline
Savvy Advisors, Inc.17,024$866K0.09%+2413F-HRTimeline
JNBA Financial Advisors16,935$861K0.09%013F-HRTimeline
Fourth Dimension Wealth, LLC16,894$859K0.42%+7713F-HRTimeline
YARGER WEALTH STRATEGIES, LLC16,440$836K0.49%+30313F-HRTimeline
Intergy Private Wealth, LLC16,117$820K0.31%-53013F-HRTimeline
Masso Torrence Wealth Management Inc.16,094$818K0.44%+24813F-HRTimeline
Apella Capital, LLC16,153$818K0.03%+15813F-HRTimeline
Kingsview Wealth Management, LLC15,931$810K0.02%-98313F-HRTimeline
Eagle Bluffs Wealth Management LLC15,913$809K0.43%-9913F-HRTimeline
Walkner Condon Financial Advisors LLC15,890$808K0.16%+1,53013F-HRTimeline
Main Street Financial Solutions, LLC15,880$807K0.07%new13F-HRTimeline
Allen Capital Group, LLC15,861$807K0.09%-12,96513F-HRTimeline
Kuhn & Co Investment Counsel15,710$799K0.67%+3,15613F-HRTimeline
Presidio Capital Management, LLC15,349$780K0.33%+7,33013F-HRTimeline
Waverly Advisors, LLC15,228$774K0.01%+5,08213F-HRTimeline
SAGE FINANCIAL GROUP INC15,040$765K0.06%+2,11413F-HRTimeline
Soltis Investment Advisors LLC15,018$764K0.07%+2,22613F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.14,945$760K0.07%+6,00013F-HRTimeline
Impact Capital Partners LLC14,917$759K0.27%-2,20513F-HRTimeline
Blue Chip Partners, LLC14,854$755K0.07%new13F-HRTimeline
Collaborative Wealth Managment Inc.14,842$755K0.35%+40813F-HRTimeline
MCDONALD PARTNERS LLC14,600$742K0.19%013F-HRTimeline
Commonwealth Financial Services, LLC14,594$742K0.15%-1,36213F-HRTimeline
Per Stirling Capital Management, LLC.14,440$734K0.11%+1,97513F-HRTimeline
Tradition Wealth Management, LLC14,022$713K0.06%-7,00013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,012$713K<0.01%+4,56113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,010$712K0.02%-13913F-HRTimelineGroup
Argent Trust Co13,952$709K0.03%013F-HRTimeline
Sigma Planning Corp13,943$709K0.02%+1,03413F-HRTimeline
Summit Place Financial Advisors, LLC13,800$702K0.4%new13F-HRTimeline
Centurion Wealth Management LLC13,779$699K0.22%013F-HRTimeline
Causey Wealth LLC13,714$697K0.39%new13F-HRTimeline
Dakota Wealth Management13,615$692K0.02%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC13,598$691K0.02%+6,39113F-HRTimelineGroup
Jacobi Capital Management LLC13,355$679K0.05%+5,91913F-HRTimeline
Quadcap Wealth Management, LLC13,251$674K0.1%+5,86413F-HRTimeline
VISTA INVESTMENT MANAGEMENT13,208$672K0.26%+75013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC12,839$653K0.35%+55113F-HRTimeline
Mallini Complete Financial Planning LLC12,800$651K0.62%+9313F-HRTimeline
Claro Advisors Inc.12,750$648K0.09%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.12,475$634K0.02%+1,67513F-HRTimeline
BlackDiamond Wealth Management, LLC12,325$625K0.42%+613F-HRTimeline
Hartford Financial Management Inc.12,282$625K0.13%-75213F-HRTimeline
Atria Investments, Inc11,880$604K0.01%-25,03913F-HRTimeline
Souders Financial Advisors11,858$603K0.08%-64913F-HRTimeline
Tyler-Stone Wealth Management11,836$602K0.11%-1,50213F-HRTimeline
Johnson Bixby & Associates, LLC11,823$601K0.09%-3,26713F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV11,820$601K0.61%+313F-HRTimeline
WEBSTER BANK, N. A.11,816$601K0.07%013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC11,750$597K0.05%013F-HRTimeline
LaSalle St. Investment Advisors, LLC11,752$597K0.14%+1,33313F-HRTimeline
Tradewinds, LLC.11,600$590K0.17%013F-HRTimeline
Peterson Wealth Advisors, LLC11,519$583K0.11%+59713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC11,441$582K0.07%-9613F-HRTimeline
IFG Advisory, LLC11,290$574K0.03%+53813F-HRTimeline
Strategic Blueprint, LLC11,209$570K0.03%new13F-HRTimeline
NOVEM GROUP11,163$568K0.08%+1,84313F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC11,136$566K0.3%-18713F-HR/ATimeline
IHT Wealth Management, LLC11,129$566K0.02%+7613F-HRTimeline
James J. Burns & Company, LLC11,103$565K0.1%-1,96513F-HRTimeline
Gradient Capital Advisors, LLC11,064$563K0.18%+2,93713F-HRTimeline
COMERICA BANK10,664$542K<0.01%+4,66413F-HRTimeline
Enclave Advisors LLC10,643$541K0.09%+23113F-HRTimeline
Family Office Research LLC10,609$540K0.26%+7713F-HRTimeline
Redmond Asset Management, LLC10,600$539K0.14%new13F-HRTimeline
Ruggaard & Associates LLC10,580$538K0.24%+2,48013F-HRTimeline
SONATA CAPITAL GROUP INC10,197$519K0.23%-1,35013F-HRTimeline
First Citizens Financial Corp10,166$517K0.29%-2,96013F-HRTimeline
NWAM LLC10,129$515K0.04%-1,58213F-HRTimeline
Confluence Wealth Services, Inc.10,100$512K0.03%+80013F-HRTimeline
Pallas Capital Advisors LLC10,000$508K0.02%013F-HRTimeline
Smart Money Group LLC9,947$506K0.17%-21313F-HR/ATimeline
Marion Wealth Management9,842$500K0.13%+2,15613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC9,805$499K0.01%+7113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT9,786$498K0.04%013F-HRTimeline
Tennessee Valley Asset Management Partn…9,784$498K0.08%+4,84513F-HRTimeline
Shum Financial Group, Inc.9,769$497K0.43%-3,95913F-HRTimeline
WealthCare Investment Partners, LLC9,576$485K0.21%-1,73913F-HRTimeline
RWA WEALTH PARTNERS, LLC9,519$484K0.01%+1,63013F-HRTimeline
RFG Advisory, LLC9,431$480K0.01%-4,65513F-HRTimeline
AdvisorNet Financial, Inc9,394$478K0.04%-2,98113F-HRTimeline
Priebe Wealth Holdings LLC9,380$477K0.3%-14,44813F-HRTimeline
Atria Wealth Solutions, Inc.9,250$470K0.01%+12013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP9,240$470K0.01%-48,89713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC9,079$462K0.02%013F-HRTimeline
WNY Asset Management, LLC8,983$457K0.05%013F-HRTimeline
Lifestyle Asset Management, Inc.8,879$451K0.25%+4,52913F-HRTimeline
C M BIDWELL & ASSOCIATES LTD8,865$451K0.27%013F-HRTimeline
Sunbelt Securities, Inc.8,757$445K0.04%-38613F-HRTimeline
J.W. COLE ADVISORS, INC.8,686$442K0.01%+3,41313F-HRTimeline
Private Wealth Group, LLC8,608$438K0.26%-5513F-HRTimeline
Sincerus Advisory, LLC8,472$431K0.45%+1413F-HRTimeline
McCarthy & Cox8,406$427K0.19%+2,21313F-HRTimeline
DAVENPORT & Co LLC8,359$425K<0.01%+60513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,368$424K0.01%013F-HRTimelineGroup
MEMBERS WEALTH LLC8,305$422K0.32%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,226$418K0.01%+46313F-HRTimelineGroup
Tarbox Family Office, Inc.8,224$418K0.07%-1,73213F-HRTimeline
BOSTON FAMILY OFFICE LLC8,122$413K0.03%-86713F-HRTimeline
Advisory Services Network, LLC8,057$410K0.01%+84213F-HRTimeline
AMARA FINANCIAL, LLC.8,052$409K0.38%+43613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,036$409K0.04%new13F-HRTimeline
BLAIR WILLIAM & CO/IL8,019$408K<0.01%-62413F-HRTimeline
Beacon Pointe Advisors, LLC8,005$407K<0.01%+49913F-HRTimeline
TWO SIGMA SECURITIES, LLC7,938$404K0.06%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…7,900$402K0.01%new13F-HRTimeline
PFG Advisors7,879$401K0.02%+39213F-HRTimeline
M Wealth Management, LLC7,711$392K0.37%013F-HRTimeline
TOWNSQUARE CAPITAL LLC7,680$391K<0.01%-74413F-HRTimeline
Syntegra Private Wealth Group, LLC7,587$386K0.05%new13F-HRTimeline
Good Life Advisors, LLC7,541$383K0.03%new13F-HRTimeline
SENTINEL TRUST CO LBA7,378$375K0.04%new13F-HRTimeline
Carnegie Investment Counsel7,390$374K0.01%new13F-HRTimeline
SoundView Advisors Inc.7,327$372K0.15%+2713F-HRTimeline
Archford Capital Strategies, LLC7,039$358K0.05%-1,88113F-HRTimeline
Capital Advisors, Ltd. LLC6,950$353K0.05%013F-HRTimeline
Ballentine Partners, LLC6,902$351K0.01%-39413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…6,808$346K0.09%-1,42713F-HRTimeline
Bison Wealth, LLC6,689$340K0.03%new13F-HRTimeline
Western Wealth Management, LLC6,667$339K0.02%+6313F-HRTimeline
SageView Advisory Group, LLC6,574$334K0.01%new13F-HRTimeline
Prime Capital Investment Advisors, LLC6,449$328K<0.01%+2,05013F-HRTimeline
Capital Advisors Wealth Management, LLC6,416$326K0.06%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,374$324K0.01%-29113F-HRTimelineGroup
Chokshi & Queen Wealth Advisors, Inc6,245$318K0.21%013F-HRTimeline
HRT FINANCIAL LP6,224$316K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC6,207$316K0.17%-80213F-HRTimeline
Fortitude Family Office, LLC6,202$315K0.11%new13F-HRTimeline
CAP Partners, LLC6,047$307K0.22%-40213F-HRTimeline
Aries Wealth Management6,020$306K0.08%-28013F-HRTimeline