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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,933,050$149M0.01%-47,20613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,399,325$122M0.1%+482,90413F-HRTimelineGroup
LPL Financial LLC2,328,339$118M0.05%+402,64613F-HRTimeline
FMR LLCin group FMR LLC1,837,552$93.2M0.01%+41,77413F-HRTimelineGroup
Resonant Capital Advisors, LLC1,171,600$59.5M4.34%+21,35113F-HRTimeline
Salomon & Ludwin, LLC1,027,536$52.1M5.52%+7,92513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN919,191$46.6M0.01%-20,95013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO912,989$46.3M<0.01%+48,04913F-HRTimelineGroup
BAILARD, INC.858,245$43.5M1.11%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC767,900$38.9M0.06%-167,40013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp712,875$36.1M0.01%+90,86313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP695,881$35.3M0.06%+161,88413F-HRTimelineGroup
NorthRock Partners, LLC685,120$34.8M1.14%+241,21513F-HR/ATimeline
Fiduciary Trust Coin group Fiduciary Trust Co682,936$34.6M0.46%-294,41313F-HRTimelineGroup
UBS Group AGin group UBS Group AG616,032$31.2M0.01%+37,52913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…602,612$30.6M0.06%+151,26013F-HRTimelineGroup
FSM Wealth Advisors, LLC594,838$30.2M7.39%+1,14013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.584,147$29.7M2.63%-6,20213F-HRTimeline
HB Wealth Management, LLC580,541$29.4M0.3%+463,45213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC523,618$26.6M0.06%-64,05513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth491,492$24.9M0.06%+167,55613F-HR/ATimelineGroup
Bridgewater Advisors Inc.490,652$24.9M2.6%-9,86513F-HRTimeline
Integrated Wealth Concepts LLC487,739$24.7M0.29%+71,71413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC438,358$22.2M0.01%13F-HR/ATimelineGroup
CWA Asset Management Group, LLC436,070$22.1M1.11%+45,20713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.422,447$21.4M0.05%+21,37813F-HR/ATimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…409,581$20.8M0.47%+35,62113F-HRTimelineGroup
HighTower Advisors, LLC396,687$20.1M0.03%+23,16813F-HRTimeline
CWM, LLCin group CWM, LLC396,119$20.1M0.08%+6,73813F-HRTimelineGroup
Global Wealth Management, LLC395,422$20.1M12.8%+101,09013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC389,581$19.8M0.38%+37,58813F-HRTimeline
Global Strategic Investment Solutions, …375,575$19M2.23%-137,70213F-HRTimeline
Mariner, LLCin group Mariner, LLC371,755$18.9M0.03%+130,72813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA363,135$18.4M<0.01%+20,71513F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC357,769$18.1M2.1%-21,86913F-HRTimelineGroup
MJP ASSOCIATES INC /ADV355,550$18M3.24%-24,08813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…316,817$16.1M0.03%+215,88913F-HR/ATimeline
Transform Wealth, LLC311,868$15.9M0.88%+120,48313F-HRTimeline
Cambridge Investment Research Advisors,…304,852$15.5M0.05%-173,97913F-HRTimeline
Principle Wealth Partners LLC290,966$14.8M1.04%-8,34113F-HRTimeline
Boothe Investment Group, Inc.260,299$13.2M5.73%+20,80413F-HRTimeline
MBM WEALTH CONSULTANTS, LLC253,042$12.8M3.82%-13,00113F-HRTimeline
TD Capital Management LLC247,170$12.5M1.27%-1,37013F-HRTimeline
CFO4Life Group, LLC242,201$12.3M2.16%+17,89313F-HRTimeline
NewEdge Advisors, LLC235,160$11.9M0.07%+35,85413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC227,011$11.5M0.02%+9,12513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS223,169$11.3M0.03%-76,37313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding218,637$11.1M-172,454Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO218,190$11.1M0.2%+77,05713F-HRTimeline
Mills Wealth Advisors LLC191,808$9.73M5.53%-105,09713F-HRTimeline
Sunflower Bank, N.A.191,229$9.7M2.7%+4,39313F-HRTimeline
Oak Harvest Investment Services190,276$9.65M1.35%+10,35213F-HRTimeline
Trust Co190,042$9.64M1.1%-8,26513F-HRTimeline
Phoenix Wealth Advisors182,397$9.25M4.01%-1,90513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP176,474$8.95M0.07%+7,00113F-HRTimelineGroup
Rosenberg Matthew Hamilton176,098$8.93M2.32%+20,40813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP174,757$8.86M0.01%-1913F-HRTimelineGroup
Sequoia Financial Advisors, LLC169,989$8.62M0.08%+47,88413F-HR/ATimeline
Aptus Capital Advisors, LLC165,675$8.4M0.1%+2,61213F-HRTimeline
Interchange Capital Partners, LLC164,661$8.35M3.03%+51,59913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources162,566$8.24M<0.01%+8,72913F-HRTimelineGroup
Quotient Wealth Partners, LLC160,426$8.14M0.27%+11,67213F-HRTimeline
Opal Wealth Advisors, LLC160,354$8.13M2.44%-4,45313F-HRTimeline
DAVIDSON INVESTMENT ADVISORS158,729$8.05M0.39%+31,48313F-HRTimeline
Great Point Wealth Advisors, LLC156,595$7.94M1.74%+2,24813F-HRTimeline
Auxano Advisors, LLC147,534$7.48M1.89%-86,22013F-HRTimeline
Cetera Investment Advisers146,609$7.43M0.02%-32,93913F-HRTimeline
Prosperity Consulting Group, LLC146,231$7.42M0.56%+17,76113F-HRTimeline
D L CARLSON INVESTMENT GROUP INC145,160$7.36M1.31%+14,24813F-HRTimeline
Orion Porfolio Solutions, LLC142,893$7.25M0.07%-9,21613F-HRTimeline
Orion Portfolio Solutions, LLC142,893$7.25M0.07%-9,21613F-HRTimeline
WCG Wealth Advisors LLC137,068$6.95M0.46%+46613F-HRTimeline
Diversified Portfolios, Inc.136,348$6.91M0.75%+70,14213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC136,132$6.9M0.17%-5,54313F-HRTimeline
Legacy CG, LLC128,975$6.54M2.01%+33,94013F-HRTimeline
Independent Advisor Alliance126,903$6.44M0.09%new13F-HRTimeline
APPLETON PARTNERS INC/MA126,059$6.39M0.47%-4,76413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV125,521$6.37M0.02%+9,73513F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC123,855$6.28M2.18%-49613F-HRTimeline
Capital Asset Advisory Services LLC123,668$6.27M0.31%+74,31513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…123,044$6.24M0.02%+66,45313F-HRTimelineGroup
Chesley Taft & Associates LLC117,110$5.94M0.28%+26,89013F-HRTimeline
McNamara Financial Services, Inc.116,873$5.93M1.39%new13F-HRTimeline
Smith Anglin Financial, LLC115,341$5.85M0.55%+16,56813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC111,652$5.66M0.04%new13F-HRTimelineGroup
Boulder Wealth Advisors, LLC110,897$5.62M2.9%-16,77513F-HRTimeline
Insight Advisors, LLC/ PA109,367$5.56M0.95%-15,51413F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC109,162$5.54M3.88%-1,02413F-HR/ATimeline
BOKF, NAin group BOKF, NA108,441$5.5M0.09%-6,28013F-HRTimelineGroup
Elmwood Wealth Management, Inc.107,219$5.44M2.19%+10,46713F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…105,430$5.35M0.23%+1,53213F-HRTimeline
PDS Planning, Inc104,056$5.28M0.47%-3,41413F-HRTimeline
IMZ Advisory Inc101,959$5.17M2.36%-22,17513F-HRTimeline
Roof Eidam Maycock Peralta, LLC100,349$5.09M1.31%+36,10013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…99,029$5.02M0.17%new13F-HRTimelineGroup
Tortoise Investment Management, LLC98,950$5.02M0.53%+78,72013F-HR/ATimeline
BCGM Wealth Management, LLC98,826$5.01M1.59%-2,08213F-HRTimeline
Private Advisor Group, LLC97,369$4.94M0.03%+18,88713F-HRTimeline
CENTRAL TRUST Co89,292$4.53M0.11%+65,06413F-HRTimeline
EP Wealth Advisors, LLC88,053$4.47M0.04%-11,04713F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC87,724$4.45M0.43%-7,24713F-HRTimeline
YHB Investment Advisors, Inc.87,538$4.44M0.36%+24,49613F-HRTimeline
SOL Capital Management CO86,890$4.41M0.49%+37,29013F-HRTimeline
Legacy Private Trust Co.86,434$4.38M0.29%+26,02313F-HRTimeline
Wealth Alliance Advisory Group, LLC86,183$4.37M0.92%+1,11313F-HRTimeline
Stewardship Advisors, LLC84,641$4.29M1.19%+6,73913F-HRTimeline
Whitegate Investment Counselors, Inc.83,265$4.22M1.45%+51,66013F-HRTimeline
CAPITAL MANAGEMENT CORP /VA81,088$4.11M0.74%+7,49413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP80,823$4.1M0.01%+3,11313F-HRTimelineGroup
Perennial Advisors, LLC80,591$4.09M0.89%13F-HRTimeline
Jupiter Wealth Management LLC80,000$4.06M2.03%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP79,755$4.04M<0.01%+50,10013F-HRTimelineGroup
Perigon Wealth Management, LLC79,024$4.01M0.1%-1,30813F-HRTimeline
Evernest Financial Advisors, LLC78,923$4M1.04%+11,14913F-HRTimeline
ALBION FINANCIAL GROUP /UT78,352$3.97M0.27%+2,19813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC75,387$3.82M0.49%+95513F-HRTimeline
Transce3nd, LLC75,147$3.81M1.29%13F-HRTimeline
Cooper Financial Group74,537$3.78M0.46%-4,52913F-HRTimeline
Sunburst Financial Group, LLC73,280$3.72M0.92%-12,07113F-HRTimeline
KM Capital Management Ltd.72,749$3.69M1.91%+14,66213F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…72,625$3.68M0.19%+2,20013F-HRTimeline
SVB WEALTH LLC72,446$3.67M0.07%new13F-HRTimeline
Slow Capital, Inc.71,074$3.61M0.51%+52,64913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…70,485$3.57M0.01%+55,76613F-HRTimelineGroup
Modern Wealth Management, LLC69,596$3.53M0.13%-60413F-HR/ATimeline
Three Bridge Wealth Advisors, LLC69,093$3.51M1.23%+7513F-HRTimeline
SkyOak Wealth, LLC68,907$3.49M0.75%+14,52813F-HRTimeline
Sanctuary Advisors, LLC67,629$3.44M0.02%+3,01213F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC66,427$3.37M1.1%-8,08013F-HRTimeline
StrongBox Wealth, LLC65,723$3.33M1.41%+17,12313F-HRTimeline
Narus Financial Partners, LLC65,191$3.31M1.12%+4,11313F-HRTimeline
ERn Financial, LLC65,111$3.3M0.5%+22,59713F-HRTimeline
Dynamic Advisor Solutions LLC63,824$3.24M0.14%+12,25513F-HRTimeline
Stonebridge Financial Group, LLC61,229$3.1M0.34%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY60,897$3.09M<0.01%-71,29413F-HR/ATimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP58,137$2.95M0.04%-2,66013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …56,865$2.88M0.08%+3,72713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC56,399$2.86M0.01%-17,65213F-HRTimeline
Mutual Advisors, LLC55,930$2.84M0.08%+4,02913F-HRTimeline
Apex Wealth Management, LLC55,922$2.84M2.45%13F-HRTimeline
Global Retirement Partners, LLC55,690$2.82M0.08%+4,53213F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC54,659$2.77M1.12%+48213F-HRTimeline
Avidian Wealth Enterprises, LLC54,132$2.75M0.12%+10,54813F-HRTimeline
Aspen Wealth Management LLC53,870$2.73M0.81%+6,52913F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC53,832$2.73M0.93%+7,42013F-HRTimeline
Graves Light Lenhart Wealth, Inc.53,809$2.73M0.34%+1,21913F-HRTimeline
Kathmere Capital Management, LLC53,345$2.71M0.24%-23,47413F-HRTimeline
Focus Financial Network, Inc.53,108$2.7M0.11%-40213F-HRTimeline
Vawter Financial, Ltd.52,793$2.68M1.61%-2,74713F-HRTimeline
SYNOVUS FINANCIAL CORP52,192$2.65M0.03%-60,41413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS51,522$2.61M<0.01%new13F-HRTimelineGroup
LPWM LLC51,368$2.6M0.84%+3,66413F-HRTimeline
Integrated Advisors Network LLC50,180$2.54M0.12%+8413F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC49,850$2.53M2.14%+4,38113F-HRTimeline
Venturi Wealth Management, LLC49,729$2.52M0.12%+1,56713F-HRTimeline
Vertex Planning Partners, LLC48,525$2.46M0.54%-1,31613F-HRTimeline
Sandbox Financial Partners, LLC47,885$2.43M0.81%-1,99813F-HRTimeline
Clarity Asset Management, Inc.47,522$2.41M1.57%+88413F-HRTimeline
Freedom Investment Management, Inc.46,692$2.37M0.2%+5,57213F-HRTimeline
BFSG, LLC46,335$2.35M0.27%-46513F-HRTimeline
Creative Planningin group Creative Planning45,393$2.3M<0.01%-12513F-HRTimelineGroup
Callan Capital, LLC44,075$2.24M0.16%-24,04413F-HRTimeline
IFP Advisors, Inc43,456$2.2M0.07%+28213F-HRTimeline
PRIVATE TRUST CO NA43,105$2.19M0.22%+76813F-HRTimeline
Kathleen S. Wright Associates Inc.42,802$2.17M0.9%-1,64513F-HRTimeline
Goelzer Investment Management, Inc.42,473$2.15M0.12%-52,78213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.41,649$2.11M0.03%+5,23213F-HRTimelineGroup
Laurel Wealth Planning LLC41,066$2.08M1.34%+3,34313F-HRTimeline
Galvin, Gaustad & Stein, LLC41,023$2.08M0.19%-1,08413F-HRTimeline
Skyline Advisors, Inc.40,082$2.03M0.79%-15,15713F-HRTimeline
Ariadne Wealth Management, LP39,746$2.02M0.92%new13F-HRTimeline
Bristlecone Advisors, LLC38,462$1.95M0.15%-46613F-HRTimeline
1900 WEALTH MANAGEMENT LLC38,132$1.93M0.16%+5,61113F-HRTimeline
ZWJ INVESTMENT COUNSEL INC37,810$1.92M0.08%-94113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.37,498$1.9M0.01%-2,16013F-HRTimeline
Atria Investments, Inc36,919$1.87M0.02%+2,59313F-HRTimeline
KINTRA WEALTH, LLC36,858$1.87M1.3%+19,25713F-HRTimeline
MAI Capital Management36,576$1.85M0.01%new13F-HRTimeline
Mason & Associates Inc36,387$1.85M0.43%-2,88613F-HRTimeline
CCG WEALTH MANAGEMENT, LLC36,255$1.84M1.02%+5,59813F-HRTimeline
Paradigm, Strategies in Wealth Manageme…35,773$1.81M1.2%-1,20413F-HRTimeline
Core Wealth Advisors, Inc.35,652$1.81M0.6%-2,01913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS35,267$1.79M0.07%-3,72513F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC34,358$1.74M0.04%-10,87413F-HRTimelineGroup
One Capital Management, LLC33,050$1.68M0.06%-13,23313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding32,968$1.67M+7,831Timeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV32,913$1.67M0.57%+19,92513F-HRTimeline
Compass Financial Group, Inc.32,701$1.66M0.79%-2,19513F-HRTimeline
Kooman & Associates32,368$1.64M0.59%+88513F-HRTimeline
NavPoint Financial, Inc.32,228$1.63M1.29%+11,40913F-HRTimeline
Pine Harbor Wealth Management, LLC32,129$1.63M0.66%013F-HRTimeline
KWMG, LLC32,037$1.62M0.17%-96013F-HRTimeline
Paladin Advisory Group, LLC31,983$1.62M1.24%-33113F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC31,893$1.62M0.47%13F-HRTimeline
Forza Wealth Management, LLC31,300$1.59M0.72%+16,40013F-HRTimeline
Clear Point Advisors Inc.31,296$1.59M1.36%-40413F-HRTimeline
Fulton Bank, N.A.31,034$1.57M0.06%+10,63413F-HRTimeline
Richard P Slaughter Associates Inc30,747$1.56M0.35%+12,23913F-HRTimeline
Philip James Wealth Mangement, LLC30,224$1.53M0.2%+3,06413F-HRTimeline
Perennial Investment Advisors, LLC29,488$1.5M0.18%+2,82513F-HRTimeline