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Disclosery

JMST J P MORGAN EXCHANGE TRADED F

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ETF (fund)

499 managers (502 13F filers) reported a position in JMST shares at 2025-06-30, 58,560,289 shares in all. 46 filers opened a position and 32 filers sold out during the quarter.

Managers
499
13F filers
502
New
46
Added
245
Reduced
156
Sold out
32
Shares held by filers
58,560,289

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
&PARTNERS37,276$1.94M0.01%+15,26613F-HRTimeline
Bramshill Investments, LLC38,034$1.94M0.2%new13F-HRTimeline
IHT Wealth Management, LLC37,417$1.91M0.05%+26,28813F-HRTimeline
Fulton Bank, N.A.37,397$1.9M0.07%+2,44113F-HRTimeline
1900 WEALTH MANAGEMENT LLC37,046$1.89M0.14%-4,63913F-HRTimeline
Summit Wealth Partners, LLC36,045$1.84M0.35%+11,31513F-HRTimeline
LexAurum Advisors, LLC35,867$1.83M0.29%+30,07613F-HRTimeline
Red Mountain Financial, LLC35,706$1.82M2.02%+9,44713F-HR/ATimeline
PECAUT & CO.35,342$1.8M0.6%new13F-HRTimeline
Slow Capital, Inc.35,209$1.79M0.22%+16,49013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…35,052$1.78M1.17%-1,17313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…35,025$1.78M<0.01%-4,70013F-HRTimelineGroup
CARY STREET PARTNERS INVESTMENT ADVISOR…in group CARY STREET PARTNERS ASSET MA…34,970$1.78M0.86%+36013F-HRTimelineGroup
MAI Capital Management34,548$1.76M0.01%-82013F-HRTimeline
Philip James Wealth Mangement, LLC33,648$1.71M0.22%+10813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC33,419$1.7M0.03%+19,82113F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC32,837$1.67M0.03%-1,04413F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC32,625$1.66M0.42%-8,28213F-HRTimeline
Compass Financial Group, Inc.32,566$1.66M0.83%-13513F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC32,240$1.64M0.71%+3,00013F-HRTimeline
Alpha Omega Wealth Management LLC32,205$1.64M0.29%+2,87313F-HRTimeline
YARGER WEALTH STRATEGIES, LLC31,351$1.6M0.83%+14,91113F-HRTimeline
One Capital Management, LLC30,575$1.56M0.05%-5,37213F-HRTimeline
Galvin, Gaustad & Stein, LLC30,187$1.54M0.13%-2,14013F-HRTimeline
Ironwood Investment Counsel, LLC30,161$1.54M0.24%-6,94413F-HRTimeline
HARBOUR INVESTMENTS, INC.29,919$1.52M0.04%+17,44413F-HRTimeline
Core Wealth Advisors, Inc.29,653$1.51M0.43%-4,22313F-HRTimeline
Oakwell Private Wealth Management, LLC29,565$1.51M0.35%new13F-HRTimeline
WealthBridge Capital Management, LLC29,328$1.49M0.38%+7,67613F-HRTimeline
Perennial Investment Advisors, LLC29,249$1.49M0.14%+45313F-HRTimeline
Sandy Cove Advisors, LLC29,187$1.49M0.54%+10,93313F-HRTimeline
Kooman & Associates29,177$1.49M0.5%-3,49013F-HRTimeline
BayBridge Capital Group, LLC28,936$1.47M0.95%+3,81513F-HRTimeline
Roehl & Yi Investment Advisors, LLC28,893$1.47M0.75%+10,29413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC28,890$1.47M0.11%-1,60013F-HRTimeline
Baker Ellis Asset Management LLC28,800$1.47M0.2%013F-HRTimeline
Crossmark Global Holdings, Inc.28,503$1.45M0.02%-1,48013F-HRTimeline
Peterson Wealth Advisors, LLC28,016$1.43M0.24%+16,49713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.27,978$1.42M0.01%-6,59013F-HRTimelineGroup
Clear Point Advisors Inc.27,558$1.4M1.18%+8913F-HRTimeline
Steward Partners Investment Advisory, L…27,257$1.39M0.01%+6,97113F-HRTimeline
KWMG, LLC26,892$1.37M0.13%-3,90313F-HRTimeline
United Advisor Group, LLC26,420$1.35M0.23%-51613F-HRTimeline
Valmark Advisers, Inc.25,629$1.31M0.02%+4713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS25,617$1.3M<0.01%+21,51813F-HRTimelineGroup
NewSquare Capital LLC25,545$1.3M0.1%+43013F-HRTimeline
U.S. Capital Wealth Advisors, LLC25,329$1.29M0.04%new13F-HRTimeline
Klingman & Associates, LLC24,877$1.27M0.07%-7,32413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC24,876$1.27M<0.01%+20,43213F-HRTimelineGroup
ZWJ INVESTMENT COUNSEL INC24,151$1.23M0.05%-7,86413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.23,482$1.2M0.01%-30,92713F-HRTimeline
Legacy CG, LLC23,238$1.18M0.35%-95,39013F-HRTimeline
Strive Asset Management, LLC22,832$1.16M0.7%-41613F-HRTimeline
USAdvisors Wealth Management, LLC22,550$1.15M0.43%-10113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC22,506$1.15M0.04%+3,97013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC21,520$1.1M<0.01%new13F-HRTimelineGroup
Prospera Financial Services Inc21,223$1.08M0.02%-1,25513F-HRTimeline
Rooted Wealth Advisors, Inc.21,213$1.08M0.37%+24613F-HRTimeline
COZAD ASSET MANAGEMENT INC21,107$1.07M0.09%+1,97513F-HR/ATimeline
Priebe Wealth Holdings LLC20,946$1.07M0.92%+11,56613F-HRTimeline
Main Street Financial Solutions, LLC20,822$1.06M0.08%+4,94213F-HRTimeline
Financial Advocates Investment Manageme…20,633$1.05M0.09%-1,07213F-HRTimeline
THOMPSON DAVIS & CO., INC.20,301$1.03M0.7%013F-HR/ATimeline
Tranquility Partners, LLC20,049$1.02M0.36%013F-HRTimeline
Security Financial Services, INC.20,027$1.02M0.18%+14213F-HRTimeline
SAGE FINANCIAL GROUP INC19,977$1.02M0.08%+4,93713F-HRTimeline
Lineweaver Wealth Advisors, LLC18,934$964K0.15%+1,31513F-HRTimeline
Fourth Dimension Wealth, LLC18,911$963K0.41%+2,01713F-HRTimeline
JNBA Financial Advisors18,907$963K0.09%+1,97213F-HRTimeline
FAS Wealth Partners, Inc.18,815$958K0.07%-97513F-HRTimeline
Quadcap Wealth Management, LLC18,815$958K0.12%+5,56413F-HRTimeline
Presidio Capital Management, LLC18,642$949K0.37%+3,29313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC18,405$937K0.23%-9,73813F-HRTimeline
WEBSTER BANK, N. A.18,294$932K0.1%+6,47813F-HRTimeline
Leverty Financial Group, LLC18,110$922K0.28%-93313F-HRTimeline
Martin Worley Group17,896$911K0.45%+43513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY17,589$896K<0.01%-39713F-HRTimelineGroup
Waverly Advisors, LLC17,204$876K0.01%+1,97613F-HRTimeline
Masso Torrence Wealth Management Inc.17,194$876K0.4%+1,10013F-HRTimeline
COMERICA BANK16,989$865K<0.01%+6,32513F-HRTimeline
Bolthouse Investments, LLC16,795$855K0.85%-26113F-HR/ATimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS16,743$853K0.03%-17,60813F-HRTimelineGroup
Walkner Condon Financial Advisors LLC16,634$847K0.16%+74413F-HRTimeline
BOSTON FAMILY OFFICE LLC16,509$841K0.06%+8,38713F-HRTimeline
Kuhn & Co Investment Counsel16,371$834K0.63%+66113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED16,310$830K0.07%-86913F-HRTimeline
Apella Capital, LLC16,275$827K0.02%+12213F-HRTimeline
Collaborative Wealth Managment Inc.16,101$820K0.36%+1,25913F-HRTimeline
Eagle Bluffs Wealth Management LLC16,037$817K0.39%+12413F-HRTimeline
Intergy Private Wealth, LLC15,963$813K0.28%-15413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP15,787$804K0.01%+6,54713F-HRTimeline
VISTA INVESTMENT MANAGEMENT15,708$800K0.3%+2,50013F-HRTimeline
Tradition Wealth Management, LLC15,244$776K0.06%+1,22213F-HRTimeline
Causey Wealth LLC15,227$775K0.4%+1,51313F-HRTimeline
Mason & Associates Inc15,144$771K0.18%-4,90113F-HRTimeline
U S GLOBAL INVESTORS INC15,000$764K0.09%-4,70013F-HRTimeline
OLIO Financial Planning14,997$764K0.24%+9,36713F-HRTimeline
Mallini Complete Financial Planning LLC14,698$748K0.95%+1,89813F-HRTimeline
MCDONALD PARTNERS LLC14,600$743K0.18%013F-HRTimeline
Aspen Wealth Strategies, LLC14,497$738K0.45%+8,82213F-HRTimeline
Lifelong Wealth Advisors, Inc.14,265$726K0.24%-6,54613F-HRTimeline
Commonwealth Financial Services, LLC14,252$726K0.14%-34213F-HRTimeline
Jacobi Capital Management LLC14,149$720K0.05%+79413F-HRTimeline
Impact Capital Partners LLC14,082$717K0.24%-83513F-HRTimeline
BSW Wealth Partners13,846$705K0.1%-4,52113F-HRTimeline
Claro Advisors Inc.13,702$698K0.12%+95213F-HRTimeline
Dakota Wealth Management13,615$693K0.01%013F-HRTimeline
Canvas Wealth Advisors, LLC13,535$690K0.14%-10,65413F-HRTimeline
Allen Capital Group, LLC13,489$687K0.07%-2,37213F-HRTimeline
Janney Montgomery Scott LLC13,479$686K<0.01%+8,27013F-HRTimeline
SENTINEL TRUST CO LBA13,423$683K0.07%+6,04513F-HRTimeline
Atria Investments, Inc13,345$680K0.01%+1,46513F-HRTimeline
Centurion Wealth Management LLC13,279$676K0.19%-50013F-HRTimeline
HRT FINANCIAL LP13,291$676K<0.01%+7,06713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…13,039$664K0.01%new13F-HRTimelineGroup
Capstone Financial Advisors, Inc.13,019$663K0.04%+7,44613F-HRTimeline
Tyler-Stone Wealth Management12,973$661K0.11%+1,13713F-HRTimeline
OLD MISSION CAPITAL LLC12,897$657K0.02%new13F-HRTimeline
Beacon Pointe Advisors, LLC12,858$655K0.01%+4,85313F-HRTimeline
Marion Wealth Management12,845$654K0.16%+3,00313F-HRTimeline
AdvisorNet Financial, Inc12,716$647K0.04%+3,32213F-HRTimeline
GENESIS PRIVATE WEALTH, LLC12,562$640K0.3%-27713F-HRTimeline
Aletheian Wealth Advisors LLC12,240$623K0.31%+6,66713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,133$618K0.01%+3,90713F-HRTimelineGroup
Kingsview Wealth Management, LLC11,964$609K0.01%-3,96713F-HRTimeline
Souders Financial Advisors11,858$604K0.08%013F-HRTimeline
Johnson Bixby & Associates, LLC11,823$602K0.08%013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV11,823$602K0.58%+313F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT11,786$600K0.04%+2,00013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC11,750$598K0.04%013F-HRTimeline
BlackDiamond Wealth Management, LLC11,633$591K0.34%-69213F-HRTimeline
Soltis Investment Advisors LLC11,427$582K0.05%-3,59113F-HRTimeline
Enclave Advisors LLC11,258$573K0.09%+61513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC11,251$573K0.06%-19013F-HRTimeline
Strategic Blueprint, LLC11,214$571K0.03%+513F-HRTimeline
LaSalle St. Investment Advisors, LLC11,191$569K0.16%-56113F-HRTimeline
NOVEM GROUP11,163$568K0.07%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC10,981$559K0.25%-15513F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.10,945$557K0.04%-4,00013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,931$557K0.01%+2,56313F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,848$552K0.01%-3,16213F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC10,800$550K0.14%new13F-HRTimeline
Gradient Capital Advisors, LLC10,767$548K0.16%-29713F-HRTimeline
Family Office Research LLC10,690$544K0.26%+8113F-HRTimeline
Redmond Asset Management, LLC10,600$540K0.13%013F-HRTimeline
Ruggaard & Associates LLC10,580$539K0.22%013F-HRTimeline
Hartford Financial Management Inc.10,480$534K0.15%-1,80213F-HRTimeline
Confluence Wealth Services, Inc.10,400$530K0.03%+30013F-HRTimeline
SONATA CAPITAL GROUP INC10,147$517K0.21%-5013F-HRTimeline
BLAIR WILLIAM & CO/IL10,142$516K<0.01%+2,12313F-HRTimeline
RFG Advisory, LLC10,133$516K0.01%+70213F-HRTimeline
Pallas Capital Advisors LLC10,000$509K0.02%013F-HRTimeline
Midwestern Financial, LLC /IA9,880$503K0.47%13F-HRTimeline
Beverly Hills Private Wealth, LLC9,708$494K0.09%new13F-HRTimeline
Requisite Capital Management, LLC9,545$486K0.11%new13F-HRTimeline
WNY Asset Management, LLC9,483$483K0.05%+50013F-HRTimeline
Root Financial Partners, LLC9,245$471K0.05%+4,69613F-HRTimeline
Sunbelt Securities, Inc.9,143$464K0.04%+38613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC9,079$462K0.01%013F-HRTimeline
McCarthy & Cox9,044$461K0.12%+63813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,035$460K0.04%+99913F-HRTimeline
WMG Financial Advisors, LLC9,000$458K0.17%+4,00013F-HRTimeline
James J. Burns & Company, LLC8,907$454K0.07%-2,19613F-HRTimeline
IFG Advisory, LLC8,885$452K0.02%-2,40513F-HRTimeline
Lifestyle Asset Management, Inc.8,879$452K0.21%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD8,865$451K0.23%013F-HRTimeline
PFG Advisors8,808$448K0.02%+92913F-HRTimeline
Advisory Services Network, LLC8,784$448K0.01%+72713F-HRTimeline
J.W. COLE ADVISORS, INC.8,704$443K0.01%+1813F-HRTimeline
WealthCare Investment Partners, LLC8,698$442K0.16%-87813F-HRTimeline
49 WEALTH MANAGEMENT, LLC8,501$433K0.05%-9,98113F-HRTimeline
Sincerus Advisory, LLC8,490$433K0.41%+1813F-HRTimeline
Atria Wealth Solutions, Inc.8,366$426K0.01%-88413F-HRTimeline
Curbstone Financial Management Corp8,250$420K0.09%new13F-HRTimeline
Capital Advisors Wealth Management, LLC8,243$420K0.07%+1,82713F-HRTimeline
Ritter Daniher Financial Advisory LLC /…8,189$417K0.1%+1,38113F-HRTimeline
Bison Wealth, LLC8,098$412K0.03%+1,40913F-HRTimeline
PFW Advisors LLC8,048$410K0.13%new13F-HRTimeline
ORG Partners LLC7,784$396K0.08%new13F-HRTimeline
DAVENPORT & Co LLC7,739$394K<0.01%-62013F-HRTimeline
M Wealth Management, LLC7,711$393K0.36%013F-HRTimeline
RWA WEALTH PARTNERS, LLC7,588$386K<0.01%-1,93113F-HRTimeline
Platform Technology Partners7,500$382K0.1%new13F-HRTimeline
Private Wealth Group, LLC7,430$378K0.2%-1,17813F-HRTimeline
Carnegie Investment Counsel7,390$376K0.01%013F-HRTimeline
SoundView Advisors Inc.7,327$373K0.14%013F-HRTimeline
Csenge Advisory Group7,284$370K0.02%+1,98013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC7,141$364K0.05%new13F-HRTimeline
Total Clarity Wealth Management, Inc.7,071$360K0.1%+2,26213F-HRTimeline
Archford Capital Strategies, LLC7,006$357K0.05%-3313F-HRTimeline
TWO SIGMA SECURITIES, LLC6,998$356K0.04%-94013F-HRTimeline
Capital Advisors, Ltd. LLC6,950$354K0.04%013F-HRTimeline
Rockport Wealth LLC6,913$352K0.08%new13F-HRTimeline
Benchmark Wealth Management, LLC6,800$346K0.15%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC6,771$345K0.11%new13F-HRTimeline
Tarbox Family Office, Inc.6,738$343K0.05%-1,48613F-HRTimeline
SageView Advisory Group, LLC6,574$335K0.01%013F-HRTimeline
Paladin Wealth, LLC6,395$326K0.25%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,374$325K0.01%013F-HRTimelineGroup
Global Trust Asset Management, LLC6,350$323K0.17%+4,85013F-HRTimeline