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Disclosery

JMST J P MORGAN EXCHANGE TRADED F

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ETF (fund)

489 managers (493 13F filers) reported a position in JMST shares at 2025-03-31, 52,566,639 shares in all. 64 filers opened a position and 26 filers sold out during the quarter.

Managers
489
13F filers
493
New
64
Added
240
Reduced
143
Sold out
26
Shares held by filers
52,566,639

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SHAYNE & JACOBS, LLC6,000$305K0.08%013F-HRTimeline
BHK Investment Advisors, LLC6,000$305K0.13%013F-HRTimeline
DMKC Advisory Services, LLC5,901$300K0.27%-1,18213F-HRTimeline
LexAurum Advisors, LLC5,791$294K0.06%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT5,690$289K<0.01%+513F-HRTimeline
Aspen Wealth Strategies, LLC5,675$289K0.19%+1,00013F-HRTimeline
OLIO Financial Planning5,630$286K0.1%-11313F-HRTimeline
Ergawealth Advisors, Inc.5,607$285K0.14%+7913F-HRTimeline
Aletheian Wealth Advisors LLC5,573$283K0.16%+76613F-HRTimeline
Capstone Financial Advisors, Inc.5,573$283K0.02%-1,07713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,452$277K0.01%new13F-HRTimelineGroup
IMS Capital Management5,334$271K0.14%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.5,313$270K0.02%+9713F-HRTimeline
Herold Advisors, Inc.5,300$270K0.06%+50013F-HRTimeline
Csenge Advisory Group5,304$269K0.02%new13F-HRTimeline
Harbor Group, Inc.5,229$266K0.05%+3813F-HRTimeline
Janney Montgomery Scott LLC5,209$265K<0.01%-1,07513F-HRTimeline
Blue Oak Capital, LLC5,209$265K0.15%new13F-HRTimeline
MIDDLETON & CO INC/MA5,200$264K0.03%-50013F-HRTimeline
Alpha Cubed Investments, LLC5,092$259K0.01%new13F-HRTimeline
Monterey Private Wealth, Inc.5,069$258K0.08%+94913F-HRTimeline
WMG Financial Advisors, LLC5,000$254K0.11%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,935$251K<0.01%+84013F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,923$250K0.06%new13F-HRTimelineGroup
Total Clarity Wealth Management, Inc.4,809$244K0.08%013F-HRTimeline
FORBES J M & CO LLP4,786$243K0.02%-1513F-HRTimeline
Meridian Financial Advisors, LLC4,723$240K0.17%-29913F-HRTimeline
NorthCoast Asset Management LLC4,716$240K<0.01%new13F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC4,640$236K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC4,618$235K0.02%+79713F-HRTimeline
Curran Financial Partners, LLC4,609$234K0.06%new13F-HRTimeline
Shore Point Advisors, LLC4,597$234K0.12%+3313F-HRTimeline
Horizon Family Wealth, Inc.4,562$232K0.15%+30913F-HRTimeline
Root Financial Partners, LLC4,549$231K0.02%-21613F-HRTimeline
Guardian Asset Advisors, LLC4,544$231K0.15%+6413F-HRTimeline
Chicago Partners Investment Group LLC4,511$229K0.01%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC4,471$227K0.01%-21413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,444$226K<0.01%+3,33813F-HRTimelineGroup
HUTCHINSON CAPITAL MANAGEMENT/CA4,441$226K0.04%013F-HRTimeline
Gladstone Institutional Advisory LLC4,429$225K0.01%new13F-HRTimeline
Semus Wealth Partners LLC4,411$224K0.16%+3213F-HRTimeline
Continuum Advisory, LLC4,280$218K0.03%013F-HRTimeline
Hubbell Strickland Wealth Management, L…4,153$211K0.1%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,099$208K<0.01%-47,42313F-HRTimelineGroup
Pathway Financial Advisors LLC3,973$202K0.04%-16013F-HRTimeline
Strategic Financial Concepts, LLC3,938$200K0.04%new13F-HRTimeline
CVA Family Office, LLC3,845$196K0.03%+2,36513F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co3,574$182K0.01%013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.3,164$161K0.01%+95013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,790$141K0.06%013F-HRTimeline
Millstone Evans Group, LLC2,600$132K0.09%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors2,383$121K0.01%+1813F-HRTimelineGroup
Key Financial Inc2,116$108K0.02%013F-HRTimeline
2UniFi Bank1,959$99.7K0.06%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,950$98.7K<0.01%new13F-HRTimelineGroup
Principia Wealth Advisory, LLC1,859$94.1K0.09%new13F-HRTimeline
EPG Wealth Management LLC1,733$88.1K0.02%+1213F-HRTimeline
Clark Wealth Partners1,593$81K0.06%+1213F-HRTimeline
Global Trust Asset Management, LLC1,500$76.3K0.05%new13F-HRTimeline
Parkside Financial Bank & Trust1,145$58.2K0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.1,088$55.3K0.04%+66413F-HRTimeline
WEST PACES ADVISORS INC.1,065$54.2K0.01%-1,17513F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,037$52.7K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC1,000$50.9K0.02%013F-HRTimeline
Cooksen Wealth, LLC1,000$50.7K0.05%new13F-HRTimeline
Rossby Financial, LCC846$42.9K0.02%new13F-HRTimeline
Sandy Spring Bank834$42.4K<0.01%-29113F-HRTimeline
Financial Perspectives, Inc810$41.2K0.01%+613F-HRTimeline
Cornerstone Planning Group LLC764$38.7K0.01%-22113F-HRTimeline
Allworth Financial LP617$31.3K<0.01%+29813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…523$26.6K0.02%-48213F-HRTimelineGroup
CX Institutional454$23K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.440$22.4K0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC424$21.6K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\390$19.8K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…375$19.1K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…365$18.6K0.02%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …270$13.7K<0.01%13F-HRTimelineGroup
Mattson Financial Services, LLC233$11.8K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC210$10.7K<0.01%+113F-HR/ATimeline
Tidemark, LLC193$9.81K<0.01%013F-HRTimeline
Evergreen Private Wealth LLC163$8.29K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…153$7.82K0.01%013F-HRTimeline
REAP Financial Group, LLC105$5.34K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV100$5.08K<0.01%new13F-HRTimeline
AE Wealth Management LLC82$4.17K<0.01%+6813F-HRTimeline
Financial Network Wealth Advisors LLC46$2.34K<0.01%+2513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners19$966<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.