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Disclosery

JMST J P MORGAN EXCHANGE TRADED F

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ETF (fund)

553 managers (556 13F filers) reported a position in JMST shares at 2026-03-31, 69,455,501 shares in all. 46 filers opened a position and 35 filers sold out during the quarter.

Managers
553
13F filers
556
New
46
Added
254
Reduced
178
Sold out
35
Shares held by filers
69,455,501

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
ENCOMPASS WEALTH ADVISORS, LLC43,908$2.24M0.78%+913F-HRTimeline
Second Line Capital, LLC43,508$2.22M0.42%+19713F-HRTimeline
Advisory Services Network, LLC43,357$2.21M0.03%+8,33213F-HRTimeline
Financial Solutions Advisory Group, Inc.42,928$2.19M0.3%13F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC42,836$2.18M1%013F-HRTimeline
James J. Burns & Company, LLC42,261$2.15M0.29%+26,43313F-HRTimeline
Red Mountain Financial, LLC42,219$2.15M2.03%+3,56213F-HRTimeline
Skyline Advisors, Inc.41,906$2.14M0.75%-5,56813F-HRTimeline
Three Bridge Wealth Advisors, LLC41,554$2.12M0.58%+6013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …40,721$2.08M0.02%-3,51913F-HRTimelineGroup
Prospera Financial Services Inc40,433$2.06M0.03%+1,24213F-HRTimeline
Firestone Capital Management40,339$2.06M0.43%+30,27913F-HRTimeline
Sunbelt Securities, Inc.40,225$2.05M0.13%+3413F-HRTimeline
Creative Planningin group Creative Planning39,661$2.02M<0.01%+6,95013F-HRTimelineGroup
Aprio Wealth Management, LLC39,600$2.02M0.11%013F-HRTimeline
IAG Wealth Partners, LLC39,550$2.02M0.23%+5,71913F-HRTimeline
Carter Financial, LLC39,509$2.01M1.75%+28,81713F-HRTimeline
BFSG, LLC39,496$2.01M0.19%+1,07613F-HRTimeline
Circle Wealth Management, LLC39,460$2.01M0.03%013F-HRTimeline
Root Financial Partners, LLC39,321$2M0.09%+22513F-HRTimeline
SteelPeak Wealth, LLC39,004$1.99M0.06%new13F-HRTimeline
Ironwood Investment Counsel, LLC38,643$1.97M0.28%-39,08813F-HRTimeline
LexAurum Advisors, LLC38,439$1.96M0.25%13F-HRTimeline
MY Wealth Management Inc.37,958$1.93M1.87%-80,91713F-HRTimeline
Security Financial Services, INC.37,610$1.92M0.3%+8,59513F-HRTimeline
Vawter Financial, Ltd.37,008$1.89M0.79%-1,56713F-HR/ATimeline
Bolthouse Investments, LLC36,445$1.86M1.68%013F-HRTimeline
Mills Wealth Advisors LLC35,696$1.82M0.64%-33,77813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.35,648$1.82M0.01%+8,68313F-HRTimelineGroup
MAI Capital Management35,600$1.81M0.01%+92513F-HRTimeline
Causey Wealth LLC35,587$1.81M0.77%+14,48013F-HRTimeline
Alpha Omega Wealth Management LLC35,404$1.8M0.29%+613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…35,156$1.79M<0.01%+1,87913F-HRTimelineGroup
WealthBridge Capital Management, LLC35,128$1.79M0.41%+4,68413F-HRTimeline
Narus Financial Partners, LLC34,970$1.78M0.47%+24013F-HRTimeline
Tennessee Valley Asset Management Partn…34,931$1.78M0.24%+12,03613F-HRTimeline
Bramshill Investments, LLC34,847$1.78M0.15%013F-HRTimeline
Kooman & Associates34,573$1.76M0.53%+1,40413F-HRTimeline
San Luis Wealth Advisors LLC34,327$1.75M0.29%-15,67313F-HRTimeline
Steward Partners Investment Advisory, L…34,119$1.74M0.01%+8,23413F-HRTimeline
Perennial Investment Advisors, LLC32,967$1.68M0.13%-1,84113F-HRTimeline
Jacobi Capital Management LLC32,901$1.68M0.09%+13,59013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers32,501$1.66M<0.01%+11,00013F-HRTimelineGroup
Insight Advisors, LLC/ PA32,443$1.65M0.31%-115,16113F-HRTimeline
Legacy Private Trust Co.31,543$1.61M0.1%-35,60713F-HRTimeline
1900 WEALTH MANAGEMENT LLC31,538$1.61M0.1%-4,40813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC31,485$1.61M0.05%-22913F-HRTimeline
Aries Wealth Management31,470$1.6M0.35%+11,80013F-HRTimeline
Lakeridge Wealth Management LLC31,464$1.6M0.69%new13F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC31,295$1.6M0.87%013F-HRTimeline
BayBridge Capital Group, LLC31,115$1.58M0.98%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,801$1.57M0.02%+19,31213F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC30,676$1.56M0.17%+10,39113F-HRTimeline
Kathmere Capital Management, LLC30,327$1.55M0.1%-1,97313F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC30,160$1.54M0.41%-11,81313F-HRTimeline
OneDigital Investment Advisors LLC30,085$1.53M0.02%-8,38913F-HRTimeline
USAdvisors Wealth Management, LLC30,009$1.53M0.51%-55313F-HRTimeline
Beacon Pointe Advisors, LLC29,933$1.53M0.01%+3,13213F-HRTimeline
Goelzer Investment Management, Inc.29,930$1.53M0.07%-51,83913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY29,924$1.53M<0.01%+4,76513F-HRTimelineGroup
Compass Financial Group, Inc.29,833$1.52M0.69%-27413F-HRTimeline
Baker Ellis Asset Management LLC29,800$1.52M0.18%-2,00013F-HRTimeline
Orion Porfolio Solutions, LLC29,473$1.5M0.01%-39,90113F-HRTimeline
Roehl & Yi Investment Advisors, LLC29,312$1.49M0.56%-44913F-HRTimeline
Strategic Wealth Advisors LLC29,288$1.49M1.2%+29513F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC28,572$1.46M0.33%+213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC28,543$1.46M<0.01%new13F-HRTimelineGroup
Princeton Global Asset Management LLC28,043$1.43M0.23%+2,33513F-HRTimeline
Vise Technologies, Inc.27,888$1.42M0.03%013F-HRTimeline
TWO SIGMA SECURITIES, LLC27,644$1.41M0.16%+20,39713F-HRTimeline
Janney Montgomery Scott LLC27,491$1.4M<0.01%+6,15213F-HRTimeline
HARBOUR INVESTMENTS, INC.27,323$1.39M0.02%-5,29113F-HRTimeline
Valmark Advisers, Inc.27,247$1.39M0.02%+1,01913F-HRTimeline
Galvin, Gaustad & Stein, LLC26,944$1.37M0.11%-7,71413F-HRTimeline
Rothschild Wealth LLC26,800$1.37M0.12%new13F-HRTimeline
Paladin Advisory Group, LLC26,522$1.35M1.03%-10,17513F-HRTimeline
SAGE FINANCIAL GROUP INC26,048$1.33M0.09%+1,05813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,991$1.33M0.02%+3,30813F-HRTimelineGroup
Sandy Cove Advisors, LLC25,813$1.32M0.39%+30513F-HRTimeline
VISTA INVESTMENT MANAGEMENT25,223$1.29M0.43%-70013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…25,163$1.28M0.87%-6,86513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC24,856$1.27M0.03%+4,66613F-HRTimeline
Summit Place Financial Advisors, LLC24,800$1.26M0.61%-20,35013F-HRTimeline
NewSquare Capital LLC24,785$1.26M0.11%+1,01213F-HRTimeline
Core Wealth Advisors, Inc.24,743$1.26M0.3%-1,01313F-HRTimeline
KM Capital Management Ltd.24,769$1.26M0.85%-49,99713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC24,483$1.25M0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC24,172$1.23M0.01%+1,92313F-HRTimeline
Philip James Wealth Mangement, LLC24,064$1.23M0.14%-22,21713F-HRTimeline
Peterson Wealth Advisors, LLC23,991$1.22M0.16%-1,39013F-HRTimeline
Allen Capital Group, LLC23,902$1.22M0.11%+4,08913F-HRTimeline
Vestmark Advisory Solutions, Inc.23,856$1.22M0.01%+4,16613F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV23,712$1.21M0.35%-8,93813F-HRTimeline
Venturi Wealth Management, LLC23,002$1.17M0.05%+48513F-HRTimeline
United Advisor Group, LLC22,933$1.17M0.14%-3,58413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED22,885$1.17M0.09%+5,41313F-HRTimeline
Bristlecone Value Partners, LLC22,875$1.17M1.03%-68513F-HRTimeline
PRIVATE TRUST CO NA22,396$1.14M0.1%-41113F-HRTimeline
Argo Wealth Advisory, LLC22,212$1.13M0.66%+4,42513F-HRTimeline
URS Advisory LLC21,672$1.1M0.81%-50713F-HRTimeline
Ariadne Wealth Management, LP21,072$1.07M0.48%-19,85413F-HRTimeline
49 WEALTH MANAGEMENT, LLC20,633$1.05M0.08%+1,63113F-HRTimeline
THOMPSON DAVIS & CO., INC.20,301$1.03M0.69%013F-HRTimeline
KWMG, LLC20,263$1.03M0.09%-2,31213F-HRTimeline
CARLSON FINANCIAL, INC.20,140$1.03M0.61%+30913F-HRTimeline
Tranquility Partners, LLC20,049$1.02M0.39%013F-HRTimeline
1ST SOURCE BANK20,000$1.02M0.05%new13F-HRTimeline
OLIO Financial Planning19,505$994K0.28%+94113F-HRTimeline
Rooted Wealth Advisors, Inc.19,325$985K0.26%-1,54213F-HRTimeline
Ritter Daniher Financial Advisory LLC /…19,312$985K0.17%+2,83913F-HRTimeline
Kuhn & Co Investment Counsel19,188$978K0.63%+2,85413F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC18,916$964K0.06%+2,39513F-HRTimeline
JNBA Financial Advisors18,907$964K0.08%013F-HRTimeline
Directional Asset Management18,872$962K0.88%-23,48113F-HRTimeline
Collaborative Wealth Managment Inc.18,451$941K0.43%-20513F-HRTimeline
Soltis Investment Advisors LLC18,351$936K0.06%+7,77413F-HRTimeline
WEBSTER BANK, N. A.18,294$933K0.09%013F-HRTimeline
FAS Wealth Partners, Inc.18,208$928K0.06%-89413F-HRTimeline
Financial Engines Advisors L.L.C.17,648$900K<0.01%new13F-HRTimeline
Investment Advisory Services Group LLC17,570$896K0.78%+47213F-HRTimeline
FIRST MANHATTAN CO. LLC.17,520$893K<0.01%new13F-HRTimeline
Intergy Private Wealth, LLC17,225$878K0.26%+47413F-HRTimeline
Argent Advisors, Inc.16,973$865K0.24%new13F-HRTimeline
Shum Financial Group, Inc.16,842$859K0.61%+3,45313F-HRTimeline
Cyndeo Wealth Partners, LLC16,743$854K0.04%+1,13113F-HRTimeline
Marion Wealth Management16,708$852K0.19%013F-HRTimeline
Entelevest, LLC16,483$840K0.86%-40413F-HRTimeline
Fourth Dimension Wealth, LLC16,213$827K0.31%-52513F-HRTimeline
BOSTON FAMILY OFFICE LLC16,165$824K0.05%013F-HRTimeline
Worth Asset Management, LLC16,141$823K0.31%new13F-HRTimeline
BHK Investment Advisors, LLC16,000$816K0.27%013F-HRTimeline
PFW Advisors LLC15,955$813K0.26%+3,86813F-HRTimeline
Quadcap Wealth Management, LLC15,703$801K0.09%+42013F-HRTimeline
Eagle Bluffs Wealth Management LLC15,647$798K0.31%-9013F-HRTimeline
Paladin Wealth, LLC15,627$797K0.55%+3,53013F-HRTimeline
Sunflower Bank, N.A.15,563$793K0.2%-7,45513F-HRTimeline
Sound Portfolio Advisors, LLC15,437$787K0.64%+4513F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.15,436$787K0.05%+2,00013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC15,051$767K0.05%new13F-HRTimeline
Mallini Complete Financial Planning LLC14,995$764K0.61%+9313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC14,895$759K0.01%+9,80413F-HRTimeline
Commonwealth Financial Services, LLC14,822$756K0.12%+29913F-HRTimeline
Indivisible Partners14,806$755K0.07%+79713F-HRTimeline
Mattson Financial Services, LLC14,641$746K0.18%-23413F-HRTimeline
MCDONALD PARTNERS LLC14,600$744K0.18%013F-HRTimeline
Madrid Wealth Management, LLC14,545$742K0.56%+3,30013F-HR/ATimeline
Presidio Capital Management, LLC14,329$730K0.21%-2,04613F-HRTimeline
Strategic Blueprint, LLC14,204$724K0.04%+413F-HRTimeline
Key Financial Inc14,189$723K0.13%+10,02213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…14,013$714K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC13,781$703K0.02%+213F-HR/ATimeline
One Capital Management, LLC13,592$693K0.02%-82,64913F-HRTimeline
CARY STREET PARTNERS INVESTMENT ADVISOR…in group CARY STREET PARTNERS ASSET MA…13,350$681K0.17%-24,89413F-HRTimelineGroup
Belpointe Asset Management LLC13,227$674K0.02%-26413F-HRTimeline
Lifelong Wealth Advisors, Inc.13,223$674K0.18%013F-HRTimeline
Acropolis Investment Management, LLC13,148$670K0.03%013F-HRTimeline
Old Port Advisors13,027$664K0.15%+75813F-HRTimeline
Aspen Wealth Strategies, LLC12,893$657K0.35%+40013F-HRTimeline
Ruggaard & Associates LLC12,870$656K0.26%+1,95013F-HRTimeline
Souders Financial Advisors12,842$655K0.07%+1,82413F-HRTimeline
Beverly Hills Private Wealth, LLC12,773$651K0.11%+2,48513F-HRTimeline
Arax Advisory Partners12,646$645K0.02%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,412$633K0.01%-13,98313F-HRTimelineGroup
Dakota Wealth Management12,245$624K0.01%013F-HR/ATimeline
COZAD ASSET MANAGEMENT INC12,213$623K0.05%-76613F-HRTimeline
GENESIS PRIVATE WEALTH, LLC12,100$617K0.19%-3313F-HRTimeline
Claro Advisors Inc.11,870$605K0.07%-3,68913F-HRTimeline
ADELL HARRIMAN & CARPENTER INC11,750$599K0.04%013F-HRTimeline
ProCore Advisors, LLC11,700$596K0.91%+5,89013F-HRTimeline
LaSalle St. Investment Advisors, LLC11,678$595K0.08%+15313F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV11,451$584K0.5%013F-HRTimeline
MGO ONE SEVEN LLC11,403$581K0.01%new13F-HRTimeline
Centurion Wealth Management LLC11,352$579K0.13%-2,69113F-HRTimeline
Apella Capital, LLC11,077$564K0.01%-5,38413F-HRTimeline
Quantinno Capital Management LP10,916$556K<0.01%new13F-HRTimeline
Family Office Research LLC10,908$556K0.24%+6913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT10,886$555K0.04%013F-HRTimeline
BlackDiamond Wealth Management, LLC10,765$549K0.26%-15013F-HRTimeline
Aletheian Wealth Advisors LLC10,732$547K0.27%13F-HRTimeline
Capstone Financial Advisors, Inc.10,709$546K0.03%+3,07813F-HRTimeline
Redmond Asset Management, LLC10,600$540K0.15%013F-HRTimeline
Carnegie Investment Counsel10,589$540K0.01%013F-HRTimeline
Oakwell Private Wealth Management, LLC10,514$536K0.1%-19,05113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hartford Financial Management Inc.10,436$532K0.14%013F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC10,405$530K0.35%-10,82613F-HRTimeline
Johnson Bixby & Associates, LLC10,397$530K0.07%-70013F-HRTimeline
Kingsview Wealth Management, LLC10,386$529K0.01%+12113F-HRTimeline
Verdence Capital Advisors LLC10,254$523K0.03%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,131$516K0.01%-12113F-HRTimelineGroup
Gradient Capital Advisors, LLC10,120$516K0.13%-15713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,990$510K0.01%-2,07113F-HRTimelineGroup
Pallas Capital Advisors LLC10,000$510K0.02%013F-HRTimeline
IFC Advisors LLC10,000$510K0.07%013F-HRTimeline
BLAIR WILLIAM & CO/IL9,919$506K<0.01%+1,53913F-HRTimeline
Westmount Partners, LLC9,900$505K0.12%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC9,890$504K0.18%-39513F-HRTimeline
MEMBERS WEALTH LLC9,821$500K0.3%+1,47213F-HRTimeline
Garden State Investment Advisory Servic…9,815$500K0.12%+39113F-HRTimeline
ENTREWEALTH, LLC9,773$498K0.22%new13F-HRTimeline
Occidental Asset Management, LLC9,656$492K0.06%new13F-HRTimeline