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Disclosery

JMST J P MORGAN EXCHANGE TRADED F

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ETF (fund)

496 managers (499 13F filers) reported a position in JMST shares at 2025-09-30, 60,106,576 shares in all. 37 filers opened a position and 32 filers sold out during the quarter.

Managers
496
13F filers
499
New
37
Added
250
Reduced
157
Sold out
32
Shares held by filers
60,106,576

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
RWA WEALTH PARTNERS, LLC6,894$352K<0.01%-69413F-HRTimeline
Csenge Advisory Group6,832$349K0.02%-45213F-HRTimeline
GILL CAPITAL PARTNERS, LLC6,771$346K0.11%013F-HRTimeline
Tarbox Family Office, Inc.6,738$344K0.05%013F-HRTimeline
Curran Financial Partners, LLC6,704$342K0.07%+2,47213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,617$338K0.1%+1,65613F-HRTimelineGroup
Chokshi & Queen Wealth Advisors, Inc6,604$337K0.18%+52713F-HRTimeline
SageView Advisory Group, LLC6,574$336K0.01%013F-HRTimeline
Schwallier Wealth Management LLC6,483$331K0.21%+2,21913F-HRTimeline
Vise Technologies, Inc.6,438$329K0.01%+1,51613F-HRTimeline
PFW Advisors LLC6,364$325K0.1%-1,68413F-HRTimeline
Cresset Asset Management, LLC6,364$325K<0.01%+4513F-HR/ATimeline
Global Trust Asset Management, LLC6,350$324K0.15%013F-HRTimeline
CAP Partners, LLC6,228$318K0.18%+9913F-HRTimeline
Old Port Advisors6,037$308K0.08%new13F-HRTimeline
SHAYNE & JACOBS, LLC6,000$306K0.09%013F-HRTimeline
BHK Investment Advisors, LLC6,000$306K0.11%013F-HRTimeline
Requisite Capital Management, LLC6,000$306K0.05%-3,54513F-HRTimeline
Meridian Financial Advisors, LLC5,944$303K0.17%+60413F-HRTimeline
Ballentine Partners, LLC5,926$302K<0.01%-4013F-HRTimeline
Weaver Consulting Group5,900$301K0.08%+30013F-HRTimeline
Choice Wealth Advisors LLC5,900$301K0.13%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.5,892$301K0.02%+62313F-HRTimeline
Herold Advisors, Inc.5,800$296K0.07%013F-HRTimeline
Firestone Capital Management5,755$294K0.06%-22513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT5,699$291K<0.01%+413F-HRTimeline
Annex Advisory Services, LLC5,546$283K0.01%new13F-HRTimeline
Private Wealth Group, LLC5,460$279K0.14%-1,97013F-HRTimeline
Aries Wealth Management5,430$277K0.07%new13F-HRTimeline
IMS Capital Management5,334$272K0.13%013F-HRTimeline
Western Wealth Management, LLC5,249$268K0.01%-54913F-HRTimeline
NewEdge Wealth, LLC5,205$265K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC5,015$256K0.12%-413F-HRTimeline
WMG Financial Advisors, LLC5,000$255K0.09%-4,00013F-HRTimeline
Brown Financial Advisors4,979$254K0.09%new13F-HRTimeline
AMARA FINANCIAL, LLC.4,935$252K0.19%+7513F-HRTimeline
Harbor Group, Inc.4,933$252K0.04%-33613F-HRTimeline
Colonial River Investments, LLC4,839$247K0.09%new13F-HRTimeline
WealthTrak Capital Management LLC4,783$244K0.2%+1,39713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,740$242K0.02%new13F-HRTimeline
SMITH, MOORE & CO.4,605$235K0.02%new13F-HRTimeline
Horizon Family Wealth, Inc.4,586$234K0.13%+1113F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE4,582$234K0.03%new13F-HRTimeline
First Citizens Financial Corp4,582$234K0.12%-58913F-HRTimeline
Ergawealth Advisors, Inc.4,559$233K0.11%+3113F-HRTimeline
Guardian Asset Advisors, LLC4,530$231K0.12%+2513F-HRTimeline
Saiph Capital, LLC4,500$230K0.08%new13F-HRTimeline
Chicago Partners Investment Group LLC4,492$229K0.01%013F-HRTimeline
Semus Wealth Partners LLC4,476$228K0.13%+3113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,451$227K0.01%+1,98613F-HRTimelineGroup
HUTCHINSON CAPITAL MANAGEMENT/CA4,441$227K0.04%013F-HRTimeline
Smartleaf Asset Management LLC4,335$221K0.01%-39613F-HRTimeline
Key Financial Inc4,167$212K0.04%+2,05113F-HRTimeline
Arete Wealth Advisors, LLC4,132$211K0.01%new13F-HRTimeline
Transce3nd, LLC4,095$207K1.85%-75,46613F-HRTimeline
Pathway Financial Advisors LLC3,973$203K0.03%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co3,574$182K0.01%013F-HRTimelineGroup
2UniFi Bank3,259$166K0.08%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,913$149K0.01%+83013F-HRTimelineGroup
CVA Family Office, LLC2,860$146K0.02%-98513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,790$142K0.05%013F-HR/ATimeline
WEST PACES ADVISORS INC.2,650$135K0.03%+1,58513F-HRTimeline
Millstone Evans Group, LLC2,600$133K0.08%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors2,418$123K0.01%+1713F-HRTimelineGroup
Longview Financial Advisors LLC1,975$101K0.06%013F-HRTimeline
GGM Financial LLC1,965$100K0.05%new13F-HRTimeline
Principia Wealth Advisory, LLC1,859$94.9K0.07%013F-HRTimeline
EPG Wealth Management LLC1,757$89.7K0.02%+1113F-HRTimeline
Clark Wealth Partners1,627$82.9K0.05%+2213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.1,179$60.2K0.04%-13313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,153$58.8K<0.01%+65313F-HRTimelineGroup
Parkside Financial Bank & Trust1,145$58.4K<0.01%013F-HRTimeline
GAMMA Investing LLC1,145$58.4K<0.01%-75013F-HRTimeline
Financial Network Wealth Advisors LLC1,059$54.1K0.06%+1,01313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,019$52K<0.01%+1,00513F-HRTimeline
Tanglewood Legacy Advisors, LLC1,000$51K0.02%013F-HRTimeline
Rossby Financial, LCC886$45.1K0.01%+1013F-HRTimeline
Rice Partnership, LLC844$43.1K0.01%new13F-HRTimeline
Financial Perspectives, Inc822$42K0.01%+613F-HRTimeline
Park Place Capital Corp805$41.1K0.01%+413F-HRTimeline
Cornerstone Planning Group LLC775$39.5K0.01%+413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp580$29.6K<0.01%-25413F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…504$25.7K0.01%013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.440$22.5K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC424$21.6K<0.01%013F-HRTimeline
AE Wealth Management LLC371$18.9K<0.01%+29813F-HRTimeline
Signature Resources Capital Management,…365$18.6K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV353$18K<0.01%-16113F-HRTimeline
Allworth Financial LP298$15.2K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …270$13.8K<0.01%13F-HRTimelineGroup
Wealth Watch Advisors, INC215$11K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC213$10.9K<0.01%+113F-HRTimeline
Comprehensive Financial Planning, Inc./…156$7.96K0.01%+113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS135$6.89K<0.01%-25,48213F-HRTimelineGroup
REAP Financial Group, LLC105$5.36K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB37$1.89K<0.01%013F-HRTimeline