Skip to content

JMST J P MORGAN EXCHANGE TRADED F

Follow

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
Shore Point Advisors, LLC9,645$492K0.19%-16213F-HRTimeline
Tradition Wealth Management, LLC9,550$487K0.03%+2,00013F-HRTimeline
WNY Asset Management, LLC9,483$483K0.05%13F-HRTimeline
YARGER WEALTH STRATEGIES, LLC9,167$467K0.19%-13,32213F-HRTimeline
Investor's Fiduciary Advisor Network, L…9,147$466K0.14%new13F-HRTimeline
NOVEM GROUP9,106$464K0.05%013F-HRTimeline
Brown Financial Advisors9,085$463K0.18%+2,94313F-HRTimeline
Ellis Investment Partners, LLC9,070$462K0.08%+4,04813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP9,045$461K0.01%-5,35613F-HRTimeline
Town Capital LLC9,024$460K0.37%-51013F-HRTimeline
SENTINEL TRUST CO LBA9,027$460K0.05%-2,76213F-HRTimeline
Rossby Financial, LCC8,930$455K0.09%+8,88713F-HRTimeline
C M BIDWELL & ASSOCIATES LTD8,865$452K0.21%013F-HRTimeline
Meridian Financial Advisors, LLC8,822$450K0.25%+2,86213F-HRTimeline
Curbstone Financial Management Corp8,800$449K0.09%013F-HRTimeline
Confluence Wealth Services, Inc.8,800$449K0.02%013F-HRTimeline
Csenge Advisory Group8,794$448K0.02%+1,87013F-HRTimeline
Keating Financial Advisory Services, In…8,756$446K0.07%+3,57313F-HRTimeline
Sincerus Advisory, LLC8,630$440K0.33%+10413F-HRTimeline
MONTAG A & ASSOCIATES INC8,620$439K0.02%013F-HRTimeline
SFG Wealth Management, LLC.8,613$439K0.18%-14,30213F-HRTimeline
UNIQUE WEALTH, LLC8,452$431K0.06%-2,04213F-HRTimeline
Financially in Tune, LLC8,355$426K0.37%new13F-HRTimeline
Brookwood Investment Group LLC8,340$425K0.05%013F-HRTimeline
RWA WEALTH PARTNERS, LLC8,110$413K<0.01%+1,31613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…8,077$412K0.03%new13F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB8,009$408K0.01%+7,97213F-HRTimeline
DAVENPORT & Co LLC7,929$404K<0.01%-39913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC7,897$403K0.01%-1,010,48213F-HRTimeline
Procyon Advisors, LLC7,855$400K0.02%013F-HRTimeline
M Wealth Management, LLC7,812$398K0.34%+4813F-HRTimeline
SONATA CAPITAL GROUP INC7,792$397K0.15%-1,96013F-HRTimeline
Gladstone Institutional Advisory LLC7,682$392K0.01%-2,47413F-HRTimeline
1015 Capital Partners, LLC7,680$392K0.38%013F-HRTimeline
Schwallier Wealth Management LLC7,544$385K0.28%+78313F-HRTimeline
UMB Bank, n.a.7,493$382K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bison Wealth, LLC7,463$380K0.04%-59713F-HRTimeline
Midwestern Financial, LLC /IA7,416$378K0.3%-2,01513F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE7,409$378K0.06%-3,05513F-HRTimeline
Argent Trust Co7,387$377K0.01%013F-HRTimeline
Curran Financial Partners, LLC7,224$368K0.07%-66113F-HRTimeline
WealthCare Investment Partners, LLC7,215$368K0.1%-36813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,149$364K<0.01%-3,05013F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…7,140$364K0.04%-51613F-HRTimeline
Tortuga Wealth Management, Inc7,033$359K0.34%+1,56813F-HRTimeline
Capital Advisors, Ltd. LLC6,950$354K0.04%013F-HRTimeline
Archford Capital Strategies, LLC6,899$352K0.04%013F-HRTimeline
CAP Partners, LLC6,840$349K0.2%+67713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS6,817$348K0.01%013F-HRTimelineGroup
Ballentine Partners, LLC6,774$345K<0.01%-913F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc6,751$344K0.18%new13F-HRTimeline
Total Clarity Wealth Management, Inc.6,742$344K0.08%+1,15913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,684$341K0.12%+2113F-HR/ATimelineGroup
Impact Capital Partners LLC6,614$337K0.1%+4313F-HRTimeline
SageView Advisory Group, LLC6,574$335K0.01%013F-HRTimeline
Fullerton Advisors, LLC6,537$333K0.35%+97613F-HRTimeline
Amplius Wealth Advisors, LLC6,479$330K0.03%-2,24213F-HRTimeline
Lifestyle Asset Management, Inc.6,440$328K0.11%-52013F-HRTimeline
Balefire, LLC6,410$327K0.06%new13F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA6,398$326K0.06%+1,95713F-HRTimeline
Western Wealth Management, LLC6,370$325K0.01%+1,30513F-HR/ATimeline
Global Trust Asset Management, LLC6,350$324K0.12%013F-HRTimeline
Centerline Wealth Advisors, LLC6,340$323K0.12%+1,58013F-HRTimeline
GILL CAPITAL PARTNERS, LLC6,276$320K0.09%-49513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,135$312K0.02%-1,05013F-HRTimeline
J.W. COLE ADVISORS, INC.6,115$312K0.01%-1,53313F-HRTimeline
SHAYNE & JACOBS, LLC6,000$306K0.09%013F-HRTimeline
Rothschild Capital Partners, LLC5,980$305K0.08%new13F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.5,973$304K0.02%-16413F-HRTimeline
Arkadios Wealth Advisors5,963$304K0.01%new13F-HRTimeline
Choice Wealth Advisors LLC5,900$301K0.12%013F-HRTimeline
Lineweaver Wealth Advisors, LLC5,861$299K0.04%-13,73413F-HRTimeline
Gerald Baker Financial Group LLC5,836$298K0.09%13F-HR/ATimeline
QUANTIFY CHAOS ADVISORS, LLC5,809$296K0.92%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT5,709$291K<0.01%+513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,668$289K0.01%013F-HRTimeline
Private Wealth Group, LLC5,544$283K0.13%+9513F-HR/ATimeline
Triumph Capital Management5,535$282K0.06%+3,65013F-HRTimeline
Brooklyn Investment Group5,448$278K0.01%new13F-HRTimeline
NewEdge Wealth, LLC5,205$265K<0.01%013F-HRTimeline
Colonial River Investments, LLC5,134$262K0.09%+25413F-HRTimeline
Newman Dignan & Sheerar, Inc.5,068$258K0.05%+3213F-HRTimeline
Mason & Associates Inc5,057$258K0.05%-2,52613F-HRTimeline
Horizon Family Wealth, Inc.5,046$257K0.14%+44813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC5,026$256K0.01%-25,94013F-HR/ATimeline
New Capital Management LP5,003$255K0.06%-29,81213F-HRTimeline
Strategic Financial Concepts, LLC4,838$247K0.06%+55013F-HRTimeline
Herold Advisors, Inc.4,802$245K0.05%-74813F-HRTimeline
Harbor Group, Inc.4,740$242K0.03%+2913F-HRTimeline
PFG Advisors4,736$241K0.01%-1,07313F-HRTimeline
Curi Capital, LLC4,712$240K<0.01%013F-HRTimeline
Arbor Investment Advisors, LLC4,700$240K0.03%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC4,679$239K0.02%-79813F-HRTimeline
AE Wealth Management LLC4,654$237K<0.01%+3,22813F-HRTimeline
Weaver Consulting Group4,650$237K0.06%013F-HRTimeline
PEAK FINANCIAL ADVISORS LLC4,525$231K0.1%new13F-HRTimeline
SYKON CAPITAL LLC4,500$229K0.08%013F-HRTimeline
Saiph Capital, LLC4,500$229K0.09%013F-HRTimeline
Guardian Asset Advisors, LLC4,493$229K0.13%-6713F-HRTimeline
Chicago Partners Investment Group LLC4,492$229K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,483$229K<0.01%new13F-HRTimelineGroup
Freedom Investment Management, Inc.4,448$227K0.07%+9213F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC4,421$225K0.21%-76313F-HRTimeline
Semus Wealth Partners LLC4,334$221K0.12%+2713F-HRTimeline
First Citizens Financial Corp4,273$218K0.1%+28113F-HRTimeline
Dogwood Wealth Management LLC4,248$217K0.09%-37613F-HRTimeline
Keudell/Morrison Wealth Management4,205$214K0.04%-23,09913F-HRTimeline
Smartleaf Asset Management LLC4,188$213K0.01%+56213F-HRTimeline
LiftPoint Family Wealth Advisors LLC4,115$210K0.17%new13F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.4,025$205K0.04%-4,00013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,022$205K<0.01%new13F-HRTimelineGroup
Cypress Capital Groupin group Cypress Capital Group4,000$204K0.02%new13F-HRTimelineGroup
Mountain Capital Investment Advisors In…3,989$203K0.03%new13F-HRTimeline
Pathway Financial Advisors LLC3,973$202K0.03%013F-HRTimeline
MCF Advisors LLC3,770$192K0.01%new13F-HRTimeline
Transce3nd, LLC3,747$191K1.7%-17413F-HRTimeline
WEST PACES ADVISORS INC.3,650$186K0.04%+1,00013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co3,574$182K0.01%013F-HRTimelineGroup
2UniFi Bank3,259$166K0.08%013F-HRTimeline
Birchwood Financial Partners, Inc.2,940$150K0.14%new13F-HRTimeline
CVA Family Office, LLC2,860$146K0.02%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,790$142K0.05%013F-HRTimeline
Millstone Evans Group, LLC2,600$133K0.08%013F-HRTimeline
GGM Financial LLC2,584$132K0.06%+1613F-HRTimeline
Cornerstone Financial Management LLC2,450$125K0.11%013F-HR/ATimeline
Colonial Trust Advisorsin group Colonial Trust Advisors2,450$125K0.01%+1613F-HRTimelineGroup
Longview Financial Advisors LLC1,975$101K0.05%013F-HRTimeline
Park Place Capital Corp1,768$90.2K0.02%+1113F-HRTimeline
EPG Wealth Management LLC1,678$85.6K0.02%-9013F-HRTimeline
Clark Wealth Partners1,637$83.5K0.06%+1013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.1,629$83K0.06%+45013F-HRTimeline
Godfrey Financial Associates, Inc.1,393$71K0.06%013F-HRTimeline
GAMMA Investing LLC1,155$58.9K<0.01%+713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,153$58.8K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust1,145$58.4K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC1,026$52.3K0.02%new13F-HRTimeline
Rice Partnership, LLC944$48.1K0.01%-3813F-HRTimeline
Financial Network Wealth Advisors LLC869$44.3K0.05%-19213F-HRTimeline
Financial Perspectives, Inc833$42.5K0.01%+513F-HRTimeline
Cornerstone Planning Group LLC787$40K0.01%+713F-HRTimeline
Essential Investment Partners LLC700$35.7K0.03%+30013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …701$35.7K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV502$25.6K<0.01%+16113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp475$24.2K<0.01%-10513F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.440$22.4K0.01%013F-HRTimeline
Signature Resources Capital Management,…365$18.6K0.01%013F-HRTimeline
Allworth Financial LP298$15.2K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…244$12.4K0.01%-13013F-HRTimelineGroup
Smallwood Wealth Investment Management,…227$11.6K0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS39$1.99K<0.01%-5013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/26$1.32K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9$459<0.01%-9713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1$51<0.01%new13F-HRTimeline