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Disclosery

JMST J P MORGAN EXCHANGE TRADED F

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ETF (fund)

496 managers (499 13F filers) reported a position in JMST shares at 2025-09-30, 60,106,576 shares in all. 37 filers opened a position and 32 filers sold out during the quarter.

Managers
496
13F filers
499
New
37
Added
250
Reduced
157
Sold out
32
Shares held by filers
60,106,576

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Circle Wealth Management, LLC39,460$2.01M0.04%new13F-HRTimeline
Vawter Financial, Ltd.39,458$2.01M0.91%new13F-HR/ATimeline
Kathmere Capital Management, LLC39,454$2.01M0.14%-4,53413F-HRTimeline
&PARTNERS39,375$2.01M0.01%+2,09913F-HRTimeline
ZWJ INVESTMENT COUNSEL INC38,671$1.97M0.07%+14,52013F-HRTimeline
New Capital Management LP38,643$1.97M0.52%-1,59413F-HRTimeline
BFSG, LLC38,025$1.94M0.19%-5,25513F-HRTimeline
Red Mountain Financial, LLC36,984$1.89M1.92%+1,27813F-HRTimeline
Bramshill Investments, LLC36,847$1.88M0.13%-1,18713F-HRTimeline
Summit Wealth Partners, LLC36,374$1.86M0.34%+32913F-HRTimeline
CARY STREET PARTNERS INVESTMENT ADVISOR…in group CARY STREET PARTNERS ASSET MA…36,283$1.85M0.77%+1,31313F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC35,946$1.83M0.12%-1,10013F-HRTimeline
PECAUT & CO.35,117$1.79M0.58%-22513F-HRTimeline
Paradigm, Strategies in Wealth Manageme…35,015$1.79M1.14%-3713F-HRTimeline
HARBOUR INVESTMENTS, INC.34,760$1.77M0.04%+4,84113F-HRTimeline
MAI Capital Management34,542$1.76M0.01%-613F-HRTimeline
Klingman & Associates, LLC34,421$1.76M0.09%+9,54413F-HRTimeline
Baker Ellis Asset Management LLC34,300$1.75M0.22%+5,50013F-HRTimeline
Paladin Advisory Group, LLC34,227$1.75M1.36%-13,05613F-HRTimeline
Alpha Omega Wealth Management LLC34,213$1.75M0.29%+2,00813F-HR/ATimeline
OneDigital Investment Advisors LLC33,827$1.73M0.02%-8,57813F-HRTimeline
Sandy Cove Advisors, LLC33,206$1.69M0.54%+4,01913F-HRTimeline
Galvin, Gaustad & Stein, LLC32,360$1.65M0.13%+2,17313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC32,345$1.65M<0.01%+7,46913F-HRTimelineGroup
Walkner Condon Financial Advisors LLC32,261$1.65M0.26%+15,62713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…32,236$1.65M<0.01%-2,78913F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC31,589$1.61M0.05%+9,08313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC31,581$1.61M0.11%+2,69113F-HRTimeline
NWAM LLC31,339$1.6M0.09%-14,17913F-HR/ATimeline
Kooman & Associates30,663$1.57M0.48%+1,48613F-HRTimeline
Roehl & Yi Investment Advisors, LLC30,526$1.56M0.68%+1,63313F-HRTimeline
Compass Financial Group, Inc.30,261$1.54M0.69%-2,30513F-HRTimeline
USAdvisors Wealth Management, LLC30,264$1.54M0.53%+7,71413F-HRTimeline
WealthBridge Capital Management, LLC29,894$1.53M0.36%+56613F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC29,812$1.52M0.66%-2,42813F-HRTimeline
Oakwell Private Wealth Management, LLC29,565$1.51M0.3%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Root Financial Partners, LLC29,107$1.49M0.09%+19,86213F-HRTimeline
Perennial Investment Advisors, LLC29,107$1.49M0.12%-14213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.28,263$1.44M0.01%+28513F-HRTimelineGroup
IAG Wealth Partners, LLC28,227$1.44M0.17%-22,94413F-HRTimeline
Peterson Wealth Advisors, LLC27,966$1.42M0.21%-5013F-HRTimeline
Strive Asset Management, LLC27,597$1.41M0.76%+4,76513F-HR/ATimeline
Steward Partners Investment Advisory, L…27,497$1.4M0.01%+24013F-HRTimeline
NewSquare Capital LLC26,987$1.38M0.09%+1,44213F-HRTimeline
United Advisor Group, LLC26,581$1.36M0.18%+16113F-HRTimeline
PRIVATE TRUST CO NA26,561$1.36M0.12%-22,20213F-HRTimeline
Core Wealth Advisors, Inc.25,797$1.32M0.34%-3,85613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI25,711$1.31M0.07%new13F-HRTimeline
KWMG, LLC25,688$1.31M0.11%-1,20413F-HRTimeline
Clear Point Advisors Inc.25,683$1.31M1.02%-1,87513F-HRTimeline
Valmark Advisers, Inc.25,672$1.31M0.02%+4313F-HRTimeline
BayBridge Capital Group, LLC25,511$1.3M0.83%-3,42513F-HRTimeline
SFG Wealth Management, LLC.25,464$1.3M0.56%new13F-HRTimeline
YARGER WEALTH STRATEGIES, LLC25,365$1.29M0.59%-5,98613F-HRTimeline
Princeton Global Asset Management LLC25,120$1.28M0.21%-22,31013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC24,584$1.25M0.02%-8,83513F-HRTimelineGroup
Tennessee Valley Asset Management Partn…23,756$1.21M0.16%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC23,079$1.18M0.02%+18,55513F-HRTimeline
SAGE FINANCIAL GROUP INC23,076$1.18M0.08%+3,09913F-HRTimeline
Prospera Financial Services Inc21,977$1.12M0.02%+75413F-HRTimeline
AdvisorNet Financial, Inc21,748$1.11M0.06%+9,03213F-HRTimeline
VISTA INVESTMENT MANAGEMENT21,708$1.11M0.39%+6,00013F-HRTimeline
Lineweaver Wealth Advisors, LLC21,292$1.09M0.16%+2,35813F-HRTimeline
Rooted Wealth Advisors, Inc.21,323$1.09M0.33%+11013F-HRTimeline
THOMPSON DAVIS & CO., INC.20,301$1.04M0.64%013F-HRTimeline
Security Financial Services, INC.20,160$1.03M0.17%+13313F-HRTimeline
Tranquility Partners, LLC20,049$1.02M0.35%013F-HRTimeline
Summit Place Financial Advisors, LLC19,895$1.02M0.48%new13F-HRTimeline
Beacon Pointe Advisors, LLC19,865$1.01M0.01%+7,00713F-HRTimeline
James J. Burns & Company, LLC19,836$1.01M0.15%+10,92913F-HRTimeline
Main Street Financial Solutions, LLC19,700$1.01M0.06%-1,12213F-HRTimeline
Presidio Capital Management, LLC19,483$994K0.35%+84113F-HRTimeline
Leverty Financial Group, LLC19,457$993K0.26%+1,34713F-HRTimeline
JNBA Financial Advisors18,907$965K0.09%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC18,770$958K0.23%+7,97013F-HRTimeline
FAS Wealth Partners, Inc.18,654$952K0.06%-16113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY18,605$950K<0.01%+1,01613F-HR/ATimelineGroup
Waverly Advisors, LLC18,533$946K0.01%+1,32913F-HRTimeline
Janney Montgomery Scott LLC18,520$945K<0.01%+5,04113F-HRTimeline
Collaborative Wealth Managment Inc.18,470$943K0.38%+2,36913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC18,323$935K0.11%+11,18213F-HRTimeline
WEBSTER BANK, N. A.18,294$934K0.09%013F-HRTimeline
Masso Torrence Wealth Management Inc.17,819$909K0.38%+62513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,497$893K<0.01%-4,02313F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC17,312$884K0.21%-15,31313F-HRTimeline
Advisory Services Network, LLC17,051$870K0.01%+8,26713F-HRTimeline
Jacobi Capital Management LLC16,875$861K0.05%+2,72613F-HRTimeline
OLIO Financial Planning16,863$861K0.25%+1,86613F-HRTimeline
Bolthouse Investments, LLC16,795$857K0.78%013F-HRTimeline
Quadcap Wealth Management, LLC16,673$851K0.1%-2,14213F-HRTimeline
BOSTON FAMILY OFFICE LLC16,509$843K0.05%013F-HRTimeline
Apella Capital, LLC16,389$835K0.02%+11413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED16,327$833K0.06%+1713F-HRTimeline
Intergy Private Wealth, LLC16,223$828K0.26%+26013F-HRTimeline
Eagle Bluffs Wealth Management LLC15,937$813K0.35%-10013F-HRTimeline
Fourth Dimension Wealth, LLC15,905$812K0.31%-3,00613F-HRTimeline
Claro Advisors Inc.15,851$809K0.12%+2,14913F-HRTimeline
D L CARLSON INVESTMENT GROUP INC15,502$791K0.13%new13F-HRTimeline
Paragon Advisors, LLC14,952$763K0.2%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…14,899$760K0.01%+1,86013F-HRTimelineGroup
Mallini Complete Financial Planning LLC14,801$755K0.61%+10313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP14,745$753K0.01%-1,04213F-HRTimeline
COZAD ASSET MANAGEMENT INC14,746$753K0.06%-6,36113F-HRTimeline
Canvas Wealth Advisors, LLC14,725$750K0.14%+1,19013F-HRTimeline
MCDONALD PARTNERS LLC14,600$745K0.22%013F-HRTimeline
Ocean Park Asset Management, LLC14,500$740K0.03%new13F-HRTimeline
COMERICA BANK14,398$735K<0.01%-2,59113F-HRTimeline
Shum Financial Group, Inc.14,203$725K0.54%13F-HRTimeline
Strategic Blueprint, LLC14,195$724K0.03%+2,98113F-HRTimeline
Allen Capital Group, LLC14,169$723K0.07%+68013F-HRTimeline
Marion Wealth Management14,146$722K0.17%+1,30113F-HRTimeline
Commonwealth Financial Services, LLC14,119$721K0.12%-13313F-HRTimeline
Causey Wealth LLC14,119$721K0.35%-1,10813F-HRTimeline
Centurion Wealth Management LLC14,043$717K0.16%+76413F-HRTimeline
Crossmark Global Holdings, Inc.13,960$712K0.01%-14,54313F-HRTimeline
BSW Wealth Partners13,944$712K0.09%+9813F-HRTimeline
Capital Advisors Wealth Management, LLC13,883$709K0.1%+5,64013F-HRTimeline
Dakota Wealth Management13,815$705K0.01%+20013F-HR/ATimeline
Lifelong Wealth Advisors, Inc.13,623$695K0.21%-64213F-HRTimeline
TWO SIGMA SECURITIES, LLC13,487$688K0.1%+6,48913F-HRTimeline
Kuhn & Co Investment Counsel13,398$684K0.54%-2,97313F-HRTimeline
Impact Capital Partners LLC13,287$678K0.2%-79513F-HRTimeline
SENTINEL TRUST CO LBA13,049$666K0.07%-37413F-HRTimeline
Tradewinds, LLC.12,600$643K0.16%new13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC12,562$641K0.27%013F-HRTimeline
Aspen Wealth Strategies, LLC12,493$638K0.36%-2,00413F-HRTimeline
Enclave Advisors LLC12,346$630K0.1%+1,08813F-HRTimeline
Aletheian Wealth Advisors LLC12,290$627K0.29%+5013F-HRTimeline
Tradition Wealth Management, LLC12,072$616K0.05%-3,17213F-HRTimeline
BlackDiamond Wealth Management, LLC12,023$614K0.33%+39013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,945$610K0.01%-18813F-HRTimelineGroup
BEESE FULMER INVESTMENT MANAGEMENT, INC.11,945$610K0.04%+1,00013F-HRTimeline
Mason & Associates Inc11,895$607K0.12%-3,24913F-HRTimeline
BLAIR WILLIAM & CO/IL11,850$605K<0.01%+1,70813F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV11,825$604K0.53%+213F-HRTimeline
ADELL HARRIMAN & CARPENTER INC11,750$600K0.04%013F-HRTimeline
Mattson Financial Services, LLC11,704$597K0.14%new13F-HRTimeline
Capstone Financial Advisors, Inc.11,603$592K0.03%-1,41613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…11,324$578K0.1%+3,13513F-HRTimeline
Kingsview Wealth Management, LLC11,281$576K0.01%-68313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,216$572K0.01%+28513F-HRTimelineGroup
Johnson Bixby & Associates, LLC11,097$566K0.07%-72613F-HRTimeline
Shore Point Advisors, LLC11,079$566K0.25%+4,81313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,005$562K0.01%+15713F-HRTimelineGroup
Ruggaard & Associates LLC10,920$557K0.21%+34013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT10,886$556K0.04%-90013F-HRTimeline
Gradient Capital Advisors, LLC10,767$550K0.15%013F-HRTimeline
Family Office Research LLC10,766$550K0.24%+7613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC10,731$548K0.04%-34,55313F-HRTimeline
Slow Capital, Inc.10,602$541K0.06%-24,60713F-HRTimeline
Redmond Asset Management, LLC10,600$541K0.13%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC10,584$540K0.21%-39713F-HRTimeline
Hartford Financial Management Inc.10,436$533K0.14%-4413F-HRTimeline
Souders Financial Advisors10,224$522K0.06%-1,63413F-HRTimeline
Soltis Investment Advisors LLC10,128$517K0.04%-1,29913F-HRTimeline
Pallas Capital Advisors LLC10,000$510K0.02%013F-HRTimeline
Midwestern Financial, LLC /IA9,949$508K0.44%+6913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC9,893$505K0.04%-1,35813F-HRTimeline
49 WEALTH MANAGEMENT, LLC9,774$499K0.05%+1,27313F-HRTimeline
SONATA CAPITAL GROUP INC9,752$498K0.18%-39513F-HRTimeline
LaSalle St. Investment Advisors, LLC9,752$497K0.09%-1,43913F-HRTimeline
WNY Asset Management, LLC9,483$484K0.05%013F-HRTimeline
PFG Advisors9,469$483K0.02%+66113F-HRTimeline
Freedom Investment Management, Inc.9,438$482K0.13%-33,91913F-HRTimeline
McCarthy & Cox9,320$476K0.11%+27613F-HRTimeline
IFG Advisory, LLC9,152$467K0.02%+26713F-HRTimeline
NOVEM GROUP9,106$465K0.06%-2,05713F-HRTimeline
Gladstone Institutional Advisory LLC9,087$464K0.02%+4,62313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,035$459K0.04%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD8,865$452K0.22%013F-HRTimeline
Confluence Wealth Services, Inc.8,800$449K0.02%-1,60013F-HRTimeline
Garden State Investment Advisory Servic…8,666$442K0.11%+2,58513F-HRTimeline
ORG Partners LLC8,608$439K0.08%+82413F-HRTimeline
Sincerus Advisory, LLC8,453$431K0.37%-3713F-HRTimeline
Brookwood Investment Group LLC8,340$426K0.05%new13F-HRTimeline
MEMBERS WEALTH LLC8,349$425K0.27%13F-HRTimeline
Belpointe Asset Management LLC8,288$423K0.02%+3,19513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,283$423K0.01%+1,90913F-HRTimelineGroup
Amplius Wealth Advisors, LLC8,269$422K0.04%+2,19613F-HRTimeline
Curbstone Financial Management Corp8,250$421K0.08%013F-HRTimeline
WealthCare Investment Partners, LLC8,068$411K0.13%-63013F-HRTimeline
Paladin Wealth, LLC7,943$405K0.29%+1,54813F-HRTimeline
Procyon Advisors, LLC7,855$401K0.02%new13F-HRTimeline
Seneca House Advisors7,850$401K0.16%new13F-HRTimeline
Atria Investments, Inc7,769$397K<0.01%-5,57613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,760$396K0.01%new13F-HRTimeline
DAVENPORT & Co LLC7,750$396K<0.01%+1113F-HRTimeline
M Wealth Management, LLC7,711$394K0.35%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS7,698$393K0.01%-9,04513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.7,632$390K0.01%-1,07213F-HRTimeline
Carnegie Investment Counsel7,390$377K0.01%013F-HRTimeline
Argent Trust Co7,387$377K0.01%+1,31413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,372$376K0.04%new13F-HRTimeline
Total Clarity Wealth Management, Inc.7,335$374K0.1%+26413F-HRTimeline
Triad Wealth Partners, LLC7,313$373K0.05%new13F-HRTimeline
Bison Wealth, LLC7,334$373K0.03%-76413F-HRTimeline
Beverly Hills Private Wealth, LLC7,144$365K0.06%-2,56413F-HRTimeline
Archford Capital Strategies, LLC7,076$361K0.04%+7013F-HRTimeline
Lifestyle Asset Management, Inc.6,960$355K0.12%-1,91913F-HRTimeline
Capital Advisors, Ltd. LLC6,950$355K0.04%013F-HRTimeline