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Disclosery

JMST J P MORGAN EXCHANGE TRADED F

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ETF (fund)

499 managers (502 13F filers) reported a position in JMST shares at 2025-06-30, 58,560,289 shares in all. 46 filers opened a position and 32 filers sold out during the quarter.

Managers
499
13F filers
502
New
46
Added
245
Reduced
156
Sold out
32
Shares held by filers
58,560,289

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Cresset Asset Management, LLC6,319$322K<0.01%-26,03113F-HR/ATimeline
Shore Point Advisors, LLC6,266$319K0.15%+1,66913F-HRTimeline
Fortitude Family Office, LLC6,202$316K0.1%013F-HRTimeline
CAP Partners, LLC6,129$312K0.2%+8213F-HRTimeline
Garden State Investment Advisory Servic…6,081$310K0.08%new13F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc6,077$309K0.18%-16813F-HRTimeline
Argent Trust Co6,073$309K0.01%-7,87913F-HRTimeline
Amplius Wealth Advisors, LLC6,073$309K0.03%new13F-HRTimeline
SHAYNE & JACOBS, LLC6,000$306K0.1%013F-HRTimeline
BHK Investment Advisors, LLC6,000$306K0.12%013F-HRTimeline
Firestone Capital Management5,980$304K0.07%-19,35313F-HRTimeline
Ballentine Partners, LLC5,966$304K<0.01%-93613F-HRTimeline
Choice Wealth Advisors LLC5,900$300K0.14%new13F-HRTimeline
Herold Advisors, Inc.5,800$295K0.06%+50013F-HRTimeline
Western Wealth Management, LLC5,798$295K0.02%-86913F-HRTimeline
ZACKS INVESTMENT MANAGEMENT5,695$290K<0.01%+513F-HRTimeline
Weaver Consulting Group5,600$285K0.08%new13F-HRTimeline
Blue Oak Capital, LLC5,446$277K0.15%+23713F-HRTimeline
Meridian Financial Advisors, LLC5,340$272K0.18%+61713F-HRTimeline
IMS Capital Management5,334$272K0.13%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.5,269$268K0.02%-4413F-HRTimeline
Harbor Group, Inc.5,269$268K0.05%+4013F-HRTimeline
First Citizens Financial Corp5,171$263K0.14%-4,99513F-HRTimeline
Belpointe Asset Management LLC5,093$259K0.01%new13F-HRTimeline
Alpha Cubed Investments, LLC5,092$259K0.01%013F-HRTimeline
Dogwood Wealth Management LLC5,019$255K0.12%-1,18813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,961$253K0.07%+3813F-HRTimelineGroup
Vise Technologies, Inc.4,922$251K0.01%13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,902$250K<0.01%-3313F-HRTimelineGroup
AMARA FINANCIAL, LLC.4,860$247K0.22%-3,19213F-HRTimeline
FORBES J M & CO LLP4,786$244K0.02%013F-HRTimeline
Smartleaf Asset Management LLC4,731$241K0.02%+11313F-HRTimeline
DMKC Advisory Services, LLC4,659$237K0.12%-1,24213F-HRTimeline
Horizon Family Wealth, Inc.4,575$233K0.14%+1313F-HRTimeline
Ergawealth Advisors, Inc.4,528$231K0.1%-1,07913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC4,524$230K<0.01%new13F-HRTimeline
Guardian Asset Advisors, LLC4,505$229K0.13%-3913F-HRTimeline
Chicago Partners Investment Group LLC4,492$229K0.01%-1913F-HRTimeline
Gladstone Institutional Advisory LLC4,464$227K0.01%+3513F-HRTimeline
Semus Wealth Partners LLC4,445$226K0.15%+3413F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA4,441$226K0.04%013F-HRTimeline
Continuum Advisory, LLC4,280$218K0.03%013F-HRTimeline
Schwallier Wealth Management LLC4,264$217K0.13%new13F-HRTimeline
Curran Financial Partners, LLC4,232$215K0.05%-37713F-HRTimeline
MIDDLETON & CO INC/MA4,200$214K0.02%-1,00013F-HRTimeline
Hubbell Strickland Wealth Management, L…4,153$211K0.09%013F-HRTimeline
Pathway Financial Advisors LLC3,973$202K0.03%013F-HRTimeline
Stone Summit Wealth LLC3,933$200K0.06%new13F-HRTimeline
CVA Family Office, LLC3,845$196K0.03%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co3,574$182K0.01%013F-HRTimelineGroup
WealthTrak Capital Management LLC3,386$172K0.14%new13F-HRTimeline
2UniFi Bank3,259$166K0.09%+1,30013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,099$158K0.01%-6513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,790$142K0.06%013F-HRTimeline
Millstone Evans Group, LLC2,600$132K0.09%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,465$126K0.01%-2,98713F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors2,401$122K0.01%+1813F-HRTimelineGroup
Key Financial Inc2,116$108K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,083$106K0.01%new13F-HRTimelineGroup
Longview Financial Advisors LLC1,975$101K0.06%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,950$99.3K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC1,895$96.5K0.01%-16,38813F-HRTimeline
Principia Wealth Advisory, LLC1,859$94.7K0.08%013F-HRTimeline
Financial Management Professionals, Inc.1,761$89.7K0.01%new13F-HRTimeline
EPG Wealth Management LLC1,746$88.9K0.03%+1313F-HRTimeline
Clark Wealth Partners1,605$81.7K0.06%+1213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.1,312$66.8K0.05%+22413F-HRTimeline
Parkside Financial Bank & Trust1,145$58.3K0.01%013F-HRTimeline
WEST PACES ADVISORS INC.1,065$54.2K0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC1,000$50.9K0.02%013F-HRTimeline
Briaud Financial Planning Inc903$45K0.02%new13F-HRTimeline
Rossby Financial, LCC876$44.6K0.02%+3013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp834$42.5K<0.01%new13F-HRTimelineGroup
Financial Perspectives, Inc816$41.6K0.01%+613F-HRTimeline
Park Place Capital Corp801$40.7K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC771$39.3K0.01%+713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV514$26.2K<0.01%+41413F-HRTimeline
Legacy Investment Solutions, LLC504$25.7K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…504$25.7K0.01%-1913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\500$25.5K<0.01%+11013F-HRTimelineGroup
CX Institutional454$23K<0.01%013F-HR/ATimeline
Greykasell Wealth Strategies, Inc.440$22.4K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC424$21.6K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…375$19.1K<0.01%013F-HRTimeline
Signature Resources Capital Management,…365$18.6K0.01%013F-HRTimeline
Allworth Financial LP298$15.2K<0.01%-31913F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …270$13.7K<0.01%13F-HRTimelineGroup
Evergreen Private Wealth LLC262$13.3K0.01%+9913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…232$11.8K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC212$10.8K<0.01%+213F-HRTimeline
Comprehensive Financial Planning, Inc./…155$7.89K0.01%+213F-HRTimeline
REAP Financial Group, LLC105$5.35K<0.01%013F-HRTimeline
AE Wealth Management LLC73$3.72K<0.01%-913F-HRTimeline
Financial Network Wealth Advisors LLC46$2.34K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB37$1.88K<0.01%-1,00013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14$713<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1$51<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.