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Disclosery

JMST J P MORGAN EXCHANGE TRADED F

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ETF (fund)

544 managers (547 13F filers) reported a position in JMST shares at 2025-12-31, 66,157,008 shares in all. 46 filers opened a position and 26 filers sold out during the quarter.

Managers
544
13F filers
547
New
46
Added
244
Reduced
159
Sold out
26
Shares held by filers
66,157,008

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC44,118$2.25M<0.01%+26,62113F-HR/ATimelineGroup
ENCOMPASS WEALTH ADVISORS, LLC43,899$2.24M0.76%-3,06013F-HRTimeline
Second Line Capital, LLC43,311$2.21M0.45%new13F-HRTimeline
Summit Wealth Partners, LLC43,389$2.21M0.41%+7,01513F-HRTimeline
&PARTNERS43,294$2.21M0.01%+3,91913F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC42,836$2.18M1.03%new13F-HRTimeline
Focus Financial Network, Inc.42,266$2.16M0.08%-1,49313F-HRTimeline
Directional Asset Management42,353$2.16M1.89%13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC41,973$2.14M0.6%-1,78713F-HRTimeline
Three Bridge Wealth Advisors, LLC41,494$2.12M0.56%-22,60313F-HRTimeline
Ariadne Wealth Management, LP40,926$2.09M0.86%013F-HRTimeline
Sunbelt Securities, Inc.40,191$2.05M0.14%-6,71213F-HRTimeline
Aprio Wealth Management, LLC39,600$2.02M0.12%new13F-HRTimeline
Circle Wealth Management, LLC39,460$2.01M0.03%013F-HRTimeline
Prospera Financial Services Inc39,191$2M0.03%+17,21413F-HRTimeline
Root Financial Partners, LLC39,096$1.99M0.1%+9,98913F-HRTimeline
Fulton Bank, N.A.38,739$1.97M0.07%-17,81013F-HRTimeline
Red Mountain Financial, LLC38,657$1.97M1.93%+1,67313F-HRTimeline
Vawter Financial, Ltd.38,575$1.97M0.83%-88313F-HR/ATimeline
OneDigital Investment Advisors LLC38,474$1.96M0.02%+4,64713F-HRTimeline
BFSG, LLC38,420$1.96M0.19%+39513F-HRTimeline
CARY STREET PARTNERS INVESTMENT ADVISOR…in group CARY STREET PARTNERS ASSET MA…38,244$1.95M0.53%+1,96113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC37,931$1.93M<0.01%+5,58613F-HRTimelineGroup
Paladin Advisory Group, LLC36,697$1.87M1.37%+2,47013F-HRTimeline
Bolthouse Investments, LLC36,445$1.86M1.65%+19,65013F-HRTimeline
1900 WEALTH MANAGEMENT LLC35,946$1.83M0.12%013F-HRTimeline
Alpha Omega Wealth Management LLC35,398$1.8M0.3%+1,18513F-HRTimeline
PECAUT & CO.35,232$1.79M0.58%+11513F-HRTimeline
Advisory Services Network, LLC35,025$1.78M0.03%+17,97413F-HRTimeline
Bramshill Investments, LLC34,847$1.78M0.1%-2,00013F-HRTimeline
New Capital Management LP34,815$1.77M0.45%-3,82813F-HRTimeline
Perennial Investment Advisors, LLC34,808$1.77M0.14%+5,70113F-HRTimeline
Narus Financial Partners, LLC34,730$1.77M0.49%-7,94513F-HRTimeline
MAI Capital Management34,675$1.77M0.01%+13313F-HRTimeline
Galvin, Gaustad & Stein, LLC34,658$1.77M0.14%+2,29813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…34,138$1.74M0.04%new13F-HRTimelineGroup
IAG Wealth Partners, LLC33,831$1.72M0.2%+5,60413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…33,277$1.7M<0.01%+1,04113F-HRTimelineGroup
Kooman & Associates33,169$1.69M0.5%+2,50613F-HRTimeline
Creative Planningin group Creative Planning32,711$1.67M<0.01%-8,28713F-HRTimelineGroup
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV32,650$1.66M0.46%-14,81713F-HRTimeline
HARBOUR INVESTMENTS, INC.32,614$1.66M0.03%-2,14613F-HRTimeline
Kathmere Capital Management, LLC32,300$1.65M0.11%-7,15413F-HRTimeline
Paradigm, Strategies in Wealth Manageme…32,028$1.63M1.07%-2,98713F-HRTimeline
Baker Ellis Asset Management LLC31,800$1.62M0.19%-2,50013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC31,714$1.62M0.05%+12513F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC31,295$1.6M0.85%+1,48313F-HRTimeline
BayBridge Capital Group, LLC31,115$1.58M0.98%+5,60413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC30,966$1.58M0.09%-61513F-HRTimeline
USAdvisors Wealth Management, LLC30,562$1.57M0.52%+29813F-HRTimeline
WealthBridge Capital Management, LLC30,444$1.55M0.35%+55013F-HRTimeline
Apex Wealth Management, LLC30,350$1.55M1.57%-110,11213F-HRTimeline
Compass Financial Group, Inc.30,107$1.53M0.68%-15413F-HRTimeline
Roehl & Yi Investment Advisors, LLC29,761$1.52M0.61%-76513F-HRTimeline
Oakwell Private Wealth Management, LLC29,565$1.51M0.28%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Security Financial Services, INC.29,015$1.48M0.23%+8,85513F-HRTimeline
Strategic Wealth Advisors LLC28,993$1.48M1.26%13F-HRTimeline
Leverty Financial Group, LLC28,591$1.46M0.35%+9,13413F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC28,570$1.46M0.33%+11,25813F-HRTimeline
Vise Technologies, Inc.27,888$1.42M0.03%+21,45013F-HRTimeline
Clark Capital Management Group, Inc.27,773$1.41M0.01%new13F-HRTimeline
Canvas Wealth Advisors, LLC27,400$1.4M0.24%+12,67513F-HRTimeline
Keudell/Morrison Wealth Management27,304$1.39M0.29%13F-HRTimeline
OpenArc Corporate Advisory, LLC26,970$1.37M0.02%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.26,965$1.37M0.01%-1,29813F-HRTimelineGroup
Beacon Pointe Advisors, LLC26,801$1.37M0.01%+6,93613F-HRTimeline
United Advisor Group, LLC26,517$1.35M0.17%-6413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC26,395$1.34M0.02%+15,17913F-HRTimelineGroup
Valmark Advisers, Inc.26,228$1.34M0.02%+55613F-HRTimeline
VISTA INVESTMENT MANAGEMENT25,923$1.32M0.44%+4,21513F-HRTimeline
Steward Partners Investment Advisory, L…25,885$1.32M0.01%-1,61213F-HRTimeline
Core Wealth Advisors, Inc.25,756$1.31M0.34%-4113F-HRTimeline
Princeton Global Asset Management LLC25,708$1.31M0.21%+58813F-HRTimeline
Sandy Cove Advisors, LLC25,508$1.3M0.38%-7,69813F-HRTimeline
Peterson Wealth Advisors, LLC25,381$1.29M0.17%-2,58513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY25,159$1.28M<0.01%+6,55413F-HR/ATimelineGroup
SAGE FINANCIAL GROUP INC24,990$1.27M0.08%+1,91413F-HRTimeline
NewSquare Capital LLC23,773$1.21M0.11%-3,21413F-HRTimeline
Bristlecone Value Partners, LLC23,560$1.2M1.38%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC23,467$1.2M0.01%new13F-HRTimelineGroup
Sunflower Bank, N.A.23,018$1.17M0.3%-183,55313F-HRTimeline
SFG Wealth Management, LLC.22,915$1.17M0.46%-2,54913F-HRTimeline
Tennessee Valley Asset Management Partn…22,895$1.17M0.15%-86113F-HRTimeline
PRIVATE TRUST CO NA22,807$1.16M0.1%-3,75413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC22,683$1.16M0.02%-1,90113F-HRTimelineGroup
KWMG, LLC22,575$1.15M0.1%-3,11313F-HRTimeline
Venturi Wealth Management, LLC22,517$1.15M0.05%-51,89413F-HRTimeline
YARGER WEALTH STRATEGIES, LLC22,489$1.15M0.49%-2,87613F-HRTimeline
Waverly Advisors, LLC22,249$1.13M0.01%+3,71613F-HRTimeline
URS Advisory LLC22,179$1.13M0.94%13F-HRTimeline
Clear Point Advisors Inc.21,562$1.1M0.85%-4,12113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers21,501$1.09M<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC21,339$1.09M<0.01%+2,81913F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC21,231$1.08M0.54%13F-HRTimeline
Causey Wealth LLC21,107$1.08M0.49%+6,98813F-HRTimeline
Rooted Wealth Advisors, Inc.20,867$1.06M0.3%-45613F-HRTimeline
THOMPSON DAVIS & CO., INC.20,301$1.03M0.62%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC20,285$1.03M0.11%+1,96213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC20,190$1.03M0.05%new13F-HRTimeline
Tranquility Partners, LLC20,049$1.02M0.37%013F-HRTimeline
CARLSON FINANCIAL, INC.19,831$1.01M0.59%13F-HRTimeline
Allen Capital Group, LLC19,813$1.01M0.09%+5,64413F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC19,659$1M0.14%13F-HRTimeline
Vestmark Advisory Solutions, Inc.19,690$1M0.01%new13F-HRTimeline
Aries Wealth Management19,670$1M0.22%+14,24013F-HRTimeline
FLOW TRADERS U.S. LLC19,654$1M0.03%-36,81713F-HRTimeline
Lineweaver Wealth Advisors, LLC19,595$998K0.14%-1,69713F-HRTimeline
Stark Wealth Management LLC19,502$993K3.73%new13F-HRTimeline
Jacobi Capital Management LLC19,311$984K0.06%+2,43613F-HRTimeline
FAS Wealth Partners, Inc.19,102$973K0.06%+44813F-HRTimeline
OPAL CAPITAL LLC19,002$970K0.24%13F-HRTimeline
Gateway Wealth Partners, LLC19,032$969K0.11%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC19,002$968K0.08%+9,22813F-HRTimeline
JNBA Financial Advisors18,907$963K0.08%013F-HRTimeline
Collaborative Wealth Managment Inc.18,656$950K0.33%+18613F-HRTimeline
OLIO Financial Planning18,564$946K0.27%+1,70113F-HRTimeline
WEBSTER BANK, N. A.18,294$932K0.09%013F-HRTimeline
Argo Wealth Advisory, LLC17,787$906K0.54%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED17,472$892K0.06%+1,14513F-HRTimeline
Investment Advisory Services Group LLC17,098$871K0.77%13F-HRTimeline
Entelevest, LLC16,887$860K0.89%13F-HRTimeline
Marion Wealth Management16,708$853K0.19%+2,56213F-HRTimeline
Intergy Private Wealth, LLC16,751$853K0.26%+52813F-HRTimeline
Fourth Dimension Wealth, LLC16,738$853K0.31%+83313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC16,521$842K0.05%+5,79013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…16,473$839K0.14%+5,14913F-HRTimeline
Apella Capital, LLC16,461$839K0.02%+7213F-HRTimeline
Presidio Capital Management, LLC16,375$834K0.25%-3,10813F-HRTimeline
Kuhn & Co Investment Counsel16,334$832K0.55%+2,93613F-HRTimeline
Integrated Advisors Network LLC16,185$824K0.04%-34,20613F-HRTimeline
BOSTON FAMILY OFFICE LLC16,165$823K0.05%-34413F-HRTimeline
BHK Investment Advisors, LLC16,000$815K0.27%+10,00013F-HRTimeline
James J. Burns & Company, LLC15,828$806K0.11%-4,00813F-HRTimeline
Eagle Bluffs Wealth Management LLC15,737$803K0.33%-20013F-HRTimeline
Cyndeo Wealth Partners, LLC15,612$795K0.04%new13F-HRTimeline
Claro Advisors Inc.15,559$793K0.11%-29213F-HRTimeline
Sound Portfolio Advisors, LLC15,392$784K0.66%13F-HRTimeline
Quadcap Wealth Management, LLC15,283$770K0.09%-1,39013F-HRTimeline
Mallini Complete Financial Planning LLC14,902$759K0.61%+10113F-HRTimeline
Mattson Financial Services, LLC14,875$758K0.18%+3,17113F-HRTimeline
COMERICA BANK14,771$752K<0.01%+37313F-HRTimeline
Red Door Wealth Management, LLC14,695$749K0.08%new13F-HRTimeline
MCDONALD PARTNERS LLC14,600$744K0.23%013F-HRTimeline
Commonwealth Financial Services, LLC14,523$740K0.12%+40413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP14,401$734K0.01%-34413F-HRTimeline
Safe Harbor Wealth Advisors, LLC14,181$725K0.7%13F-HRTimeline
Strategic Blueprint, LLC14,200$723K0.04%+513F-HRTimeline
Centurion Wealth Management LLC14,043$715K0.16%013F-HRTimeline
Indivisible Partners14,009$714K0.08%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,779$702K0.02%+6,01913F-HRTimeline
Revolve Wealth Partners, LLC13,612$693K0.08%new13F-HRTimeline
Belpointe Asset Management LLC13,491$687K0.02%+5,20313F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.13,436$686K0.04%+1,49113F-HRTimeline
Shum Financial Group, Inc.13,389$682K0.49%-81413F-HRTimeline
Lifelong Wealth Advisors, Inc.13,223$674K0.18%-40013F-HRTimeline
Acropolis Investment Management, LLC13,148$670K0.03%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC12,979$661K0.05%-1,76713F-HRTimeline
Tradewinds, LLC.12,580$641K0.15%-2013F-HRTimeline
Aspen Wealth Strategies, LLC12,493$636K0.35%013F-HRTimeline
Old Port Advisors12,269$625K0.15%+6,23213F-HRTimeline
Dakota Wealth Management12,245$624K0.01%-1,57013F-HR/ATimeline
GENESIS PRIVATE WEALTH, LLC12,133$618K0.19%-42913F-HRTimeline
Paladin Wealth, LLC12,097$616K0.42%+4,15413F-HRTimeline
PFW Advisors LLC12,087$616K0.19%+5,72313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,061$615K0.01%+11613F-HRTimelineGroup
SENTINEL TRUST CO LBA11,789$601K0.06%-1,26013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC11,750$599K0.04%013F-HRTimeline
LaSalle St. Investment Advisors, LLC11,525$587K0.09%+1,77313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,489$585K0.01%+3,20613F-HRTimelineGroup
EAGLE HARBOR ASSET MANAGEMENT INC /ADV11,451$583K0.49%-37413F-HRTimeline
Madrid Wealth Management, LLC11,245$573K0.46%13F-HRTimeline
Johnson Bixby & Associates, LLC11,097$565K0.07%013F-HRTimeline
Souders Financial Advisors11,018$561K0.06%+79413F-HRTimeline
BlackDiamond Wealth Management, LLC10,915$557K0.27%-1,10813F-HRTimeline
Ruggaard & Associates LLC10,920$556K0.22%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT10,886$555K0.04%013F-HRTimeline
Family Office Research LLC10,839$553K0.23%+7313F-HRTimeline
Carter Financial, LLC10,692$545K0.48%13F-HRTimeline
Redmond Asset Management, LLC10,600$540K0.14%013F-HRTimeline
Carnegie Investment Counsel10,589$539K0.01%+3,19913F-HRTimeline
Soltis Investment Advisors LLC10,577$539K0.04%+44913F-HR/ATimeline
UNIQUE WEALTH, LLC10,494$535K0.07%new13F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE10,464$533K0.05%+5,88213F-HRTimeline
Hartford Financial Management Inc.10,436$532K0.14%013F-HRTimeline
Beverly Hills Private Wealth, LLC10,288$524K0.09%+3,14413F-HR/ATimeline
AVAII WEALTH MANAGEMENT, LLC10,285$524K0.19%-29913F-HRTimeline
Gradient Capital Advisors, LLC10,277$524K0.13%-49013F-HRTimeline
Kingsview Wealth Management, LLC10,265$523K0.01%-1,01613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,252$522K0.01%-75313F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…10,199$520K0.01%-4,70013F-HRTimelineGroup
Gladstone Institutional Advisory LLC10,156$517K0.02%+1,06913F-HRTimeline
Firestone Capital Management10,060$512K0.11%+4,30513F-HRTimeline
Pallas Capital Advisors LLC10,000$509K0.02%013F-HRTimeline
IFC Advisors LLC10,000$509K0.07%new13F-HRTimeline
Shore Point Advisors, LLC9,807$500K0.21%-1,27213F-HRTimeline
ORG Partners LLC9,759$497K0.09%+1,15113F-HRTimeline
SONATA CAPITAL GROUP INC9,752$497K0.18%013F-HRTimeline
Town Capital LLC9,534$486K0.4%13F-HRTimeline
Garden State Investment Advisory Servic…9,424$481K0.11%+75813F-HRTimeline
Midwestern Financial, LLC /IA9,431$480K0.4%-51813F-HRTimeline