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Disclosery

JMST J P MORGAN EXCHANGE TRADED F

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ETF (fund)

458 managers (461 13F filers) reported a position in JMST shares at 2024-12-31, 46,325,610 shares in all. 40 filers opened a position and 38 filers sold out during the quarter.

Managers
458
13F filers
461
New
40
Added
193
Reduced
145
Sold out
38
Shares held by filers
46,325,610

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Dorsey & Whitney Trust CO LLC4,685$238K0.01%new13F-HRTimeline
Aspen Wealth Strategies, LLC4,675$237K0.15%-1,32513F-HRTimeline
Shore Point Advisors, LLC4,564$231K0.12%-15513F-HRTimeline
Sandy Cove Advisors, LLC4,540$230K0.09%new13F-HRTimeline
Guardian Asset Advisors, LLC4,480$227K0.15%+1413F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA4,441$225K0.04%013F-HRTimeline
Beverly Hills Private Wealth, LLC4,409$224K0.05%-2,79313F-HRTimeline
Prime Capital Investment Advisors, LLC4,399$223K<0.01%-1,25013F-HRTimeline
Semus Wealth Partners LLC4,379$222K0.15%-2713F-HRTimeline
Lifestyle Asset Management, Inc.4,350$221K0.12%new13F-HRTimeline
Continuum Advisory, LLC4,280$217K0.03%013F-HRTimeline
Horizon Family Wealth, Inc.4,253$216K0.14%+1313F-HRTimeline
Beaumont Financial Advisors, LLC4,180$212K0.02%-9413F-HRTimeline
Hubbell Strickland Wealth Management, L…4,153$211K0.1%013F-HRTimeline
Pathway Financial Advisors LLC4,133$210K0.05%013F-HRTimeline
Monterey Private Wealth, Inc.4,120$209K0.07%-49513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,095$208K<0.01%-60213F-HRTimelineGroup
Smartleaf Asset Management LLC3,821$194K0.02%+14213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co3,574$181K0.01%new13F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC2,790$141K0.06%013F-HRTimeline
Millstone Evans Group, LLC2,600$132K0.09%13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors2,365$120K0.01%+1913F-HRTimelineGroup
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…2,360$120K0.02%+50013F-HRTimeline
WEST PACES ADVISORS INC.2,240$114K0.03%+50013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,214$112K0.01%013F-HRTimeline
Key Financial Inc2,116$107K0.02%013F-HRTimeline
2UniFi Bank1,959$99.3K0.07%13F-HRTimeline
EPG Wealth Management LLC1,721$87.3K0.02%+1313F-HRTimeline
Blue Trust, Inc.1,625$82.4K<0.01%new13F-HR/ATimeline
Clark Wealth Partners1,581$80.2K0.06%13F-HRTimeline
MidAtlantic Capital Management, Inc.1,565$79.4K0.06%013F-HRTimeline
CVA Family Office, LLC1,480$75.1K0.01%013F-HRTimeline
Sandy Spring Bank1,125$57K<0.01%013F-HRTimeline
WR Wealth Planners, LLC1,107$56.1K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,106$56.1K<0.01%+94613F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB1,037$52.6K<0.01%-1,72513F-HRTimeline
Legacy Investment Solutions, LLC1,005$51.1K0.03%-17813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,005$51.1K0.03%-17813F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC1,000$50.7K0.02%013F-HRTimeline
Cornerstone Planning Group LLC985$50.1K0.01%+713F-HRTimeline
Financial Perspectives, Inc804$40.8K0.01%+613F-HRTimeline
HOWE & RUSLING INC644$32.7K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.424$21.5K0.02%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\390$19.8K<0.01%013F-HRTimelineGroup
Signature Resources Capital Management,…365$18.5K0.02%013F-HRTimeline
Allworth Financial LP319$16.2K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …270$13.7K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC209$10.6K<0.01%13F-HRTimeline
Tidemark, LLC193$9.79K<0.01%013F-HRTimeline
Evergreen Private Wealth LLC163$8.27K<0.01%013F-HRTimeline
Avior Wealth Management, LLC161$8.16K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…153$7.74K0.01%13F-HRTimeline
Coppell Advisory Solutions LLC108$5.49K<0.01%new13F-HRTimeline
REAP Financial Group, LLC105$5.33K<0.01%013F-HRTimeline
Noble Wealth Management PBC34$1.72K<0.01%13F-HRTimeline
Financial Network Wealth Advisors LLC21$1.06K<0.01%-19113F-HRTimeline
AE Wealth Management LLC14$710<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.