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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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,147,636$160M0.13%+748,31113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,066,845$156M0.01%+133,79513F-HRTimelineGroup
LPL Financial LLC2,710,883$138M0.05%+382,54413F-HRTimeline
FMR LLCin group FMR LLC1,695,704$86.2M0.01%-141,84813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,324,349$67.3M0.02%+405,15813F-HRTimelineGroup
Resonant Capital Advisors, LLC1,279,757$65.1M4.54%+108,15713F-HRTimeline
BAILARD, INC.1,036,968$52.7M1.36%+178,72313F-HRTimeline
Salomon & Ludwin, LLC1,017,236$51.7M5.51%-10,30013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP918,721$46.7M0.08%+222,84013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC902,393$45.9M0.07%+134,49313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO860,578$43.8M<0.01%-52,41113F-HRTimelineGroup
NorthRock Partners, LLC822,298$41.8M1.41%+137,17813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp718,134$36.5M0.01%+5,25913F-HRTimelineGroup
UBS Group AGin group UBS Group AG665,492$33.8M0.01%+49,46013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…642,616$32.7M0.07%+40,00413F-HR/ATimelineGroup
HB Wealth Management, LLC639,956$32.5M0.27%+59,41513F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.606,737$30.9M2.77%+22,59013F-HRTimeline
FSM Wealth Advisors, LLC595,459$30.3M6.81%+62113F-HRTimeline
Avidian Wealth Enterprises, LLC585,649$29.8M1.33%+531,51713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC548,025$27.9M0.01%+109,66713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.546,570$27.8M0.06%+124,12313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC538,472$27.4M0.06%+14,85413F-HRTimelineGroup
Global Wealth Management, LLC516,882$26.3M15.16%+121,46013F-HRTimeline
Bridgewater Advisors Inc.491,440$25M2.16%+78813F-HRTimeline
Cambridge Investment Research Advisors,…489,411$24.9M0.08%+184,55913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co481,169$24.5M0.32%-201,76713F-HRTimelineGroup
CWA Asset Management Group, LLC478,001$24.3M1.17%+41,93113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…475,919$24.2M0.52%+66,33813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC443,614$22.6M0.01%+224,97713F-HRTimelineGroup
Integrated Wealth Concepts LLC436,721$22.2M0.26%-51,01813F-HRTimeline
HighTower Advisors, LLC432,614$22M0.03%+35,92713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth430,418$21.9M0.05%-61,07413F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC418,143$21.3M0.08%+22,02413F-HRTimelineGroup
Global Strategic Investment Solutions, …405,060$20.6M2.38%+29,48513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA400,679$20.4M<0.01%+37,54413F-HR/ATimelineGroup
Trust Co395,947$20.1M2.39%+205,90513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC387,120$19.7M0.03%+160,10913F-HRTimeline
MJP ASSOCIATES INC /ADV372,499$18.9M3.42%+16,94913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC372,499$18.9M2.16%+14,73013F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC371,461$18.9M0.35%-18,12013F-HRTimeline
Mariner, LLCin group Mariner, LLC370,236$18.8M0.03%-1,51913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC310,375$15.8M0.03%new13F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…303,361$15.4M0.03%-13,45613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS291,711$14.8M0.04%+68,54213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC290,330$14.8M0.09%+178,67813F-HRTimelineGroup
NewEdge Advisors, LLC262,352$13.3M0.08%+27,19213F-HRTimeline
Cetera Investment Advisers249,764$12.7M0.02%+103,15513F-HRTimeline
TD Capital Management LLC248,299$12.6M1.28%+1,12913F-HRTimeline
MBM WEALTH CONSULTANTS, LLC244,613$12.4M3.68%-8,42913F-HRTimeline
Interchange Capital Partners, LLC243,538$12.4M3.47%+78,87713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO237,217$12.1M0.23%+19,02713F-HRTimeline
Principle Wealth Partners LLC234,414$11.9M0.85%-56,55213F-HRTimeline
Oak Harvest Investment Services220,554$11.2M1.57%+30,27813F-HRTimeline
AlphaCore Capital LLC220,456$11.2M0.95%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP220,310$11.2M0.01%+45,55313F-HRTimelineGroup
Boothe Investment Group, Inc.218,071$11.1M5.06%-42,22813F-HRTimeline
Rosenberg Matthew Hamilton208,159$10.6M2.65%+32,06113F-HRTimeline
Sunflower Bank, N.A.207,686$10.6M2.96%+16,45713F-HRTimeline
Perigon Wealth Management, LLC205,521$10.5M0.27%+126,49713F-HRTimeline
Diversified Portfolios, Inc.194,018$9.87M1.04%+57,67013F-HRTimeline
Opal Wealth Advisors, LLC193,433$9.84M3.03%+33,07913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding187,074$9.51M+162,601Timeline
FRANKLIN RESOURCES INCin group Franklin Resources185,776$9.45M<0.01%+23,21013F-HRTimelineGroup
Phoenix Wealth Advisors180,633$9.19M4%-1,76413F-HRTimeline
Quotient Wealth Partners, LLC173,353$8.81M0.28%+12,92713F-HRTimeline
DAVIDSON INVESTMENT ADVISORS169,057$8.6M0.42%+10,32813F-HRTimeline
Sequoia Financial Advisors, LLC163,984$8.34M0.06%-6,00513F-HRTimeline
Boulder Wealth Advisors, LLC163,246$8.3M4.83%+52,34913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC159,576$8.11M0.22%+23,44413F-HRTimeline
Aptus Capital Advisors, LLC158,397$8.05M0.09%-7,27813F-HRTimeline
Great Point Wealth Advisors, LLC156,687$7.97M1.72%+9213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP156,546$7.96M0.06%-19,92813F-HRTimelineGroup
Tortoise Investment Management, LLC156,530$7.96M0.83%+57,58013F-HR/ATimeline
Auxano Advisors, LLC148,631$7.56M2%+1,09713F-HRTimeline
Capital Asset Advisory Services LLC147,072$7.46M0.38%+23,40413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP140,244$7.13M0.01%+60,48913F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC135,978$6.91M0.07%-6,91513F-HRTimeline
Orion Portfolio Solutions, LLC135,978$6.91M0.07%-6,91513F-HR/ATimeline
Chesley Taft & Associates LLC132,710$6.75M0.33%+15,60013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC131,551$6.69M1.29%-13,60913F-HRTimeline
Prosperity Consulting Group, LLC130,828$6.65M0.51%-15,40313F-HRTimeline
Apex Wealth Management, LLC130,144$6.62M5.95%+74,22213F-HRTimeline
McNamara Financial Services, Inc.125,750$6.39M1.38%+8,87713F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC122,866$6.25M2.13%-98913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…122,790$6.24M0.03%-25413F-HRTimelineGroup
Elmwood Wealth Management, Inc.122,330$6.22M2.55%+15,11113F-HRTimeline
APPLETON PARTNERS INC/MA122,142$6.21M0.48%-3,91713F-HRTimeline
WCG Wealth Advisors LLC119,855$6.09M0.46%-17,21313F-HR/ATimeline
Private Advisor Group, LLC119,728$6.09M0.04%+22,35913F-HRTimeline
Legacy CG, LLC118,628$6.03M1.95%-10,34713F-HRTimeline
Mills Wealth Advisors LLC115,061$5.85M3.11%-76,74713F-HRTimeline
Insight Advisors, LLC/ PA114,312$5.81M1.02%+4,94513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV112,097$5.7M0.01%-13,42413F-HRTimeline
PDS Planning, Inc110,976$5.64M0.48%+6,92013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…110,615$5.62M0.01%+40,13013F-HRTimelineGroup
SOL Capital Management CO109,365$5.56M0.61%+22,47513F-HRTimeline
CFO4Life Group, LLC109,075$5.55M0.93%-133,12613F-HRTimeline
Smith Anglin Financial, LLC108,470$5.52M0.58%-6,87113F-HRTimeline
Transform Wealth, LLC108,104$5.5M0.33%-203,76413F-HRTimeline
EP Wealth Advisors, LLC107,738$5.48M0.04%+19,68513F-HRTimeline
Stewardship Advisors, LLC106,016$5.39M1.46%+21,37513F-HRTimeline
Legacy Private Trust Co.105,349$5.36M0.37%+18,91513F-HRTimeline
YHB Investment Advisors, Inc.104,942$5.34M0.45%+17,40413F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…104,848$5.33M0.25%-58213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC104,432$5.31M0.2%new13F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC104,349$5.31M1.41%+4,00013F-HRTimeline
IMZ Advisory Inc101,698$5.17M2.35%-26113F-HRTimeline
BOKF, NAin group BOKF, NA101,627$5.17M0.09%-6,81413F-HRTimelineGroup
Wealth Alliance Advisory Group, LLC99,855$5.08M1.05%+13,67213F-HRTimeline
CENTRAL TRUST Co91,206$4.64M0.11%+1,91413F-HRTimeline
Forza Wealth Management, LLC90,700$4.61M2.07%+59,40013F-HRTimeline
BCGM Wealth Management, LLC89,002$4.53M1.39%-9,82413F-HRTimeline
ALBION FINANCIAL GROUP /UT87,299$4.44M0.31%+8,94713F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC86,384$4.39M0.43%-1,34013F-HRTimeline
Whitegate Investment Counselors, Inc.86,215$4.38M1.56%+2,95013F-HRTimeline
CAPITAL MANAGEMENT CORP /VA84,072$4.28M0.74%+2,98413F-HRTimeline
KINTRA WEALTH, LLC84,068$4.27M2.88%+47,21013F-HRTimeline
Jupiter Wealth Management LLC80,000$4.06M2.46%013F-HRTimeline
MML INVESTORS SERVICES, LLC76,505$3.89M0.01%+20,10613F-HRTimeline
Perennial Advisors, LLC76,011$3.87M0.77%-4,58013F-HRTimeline
StrongBox Wealth, LLC75,548$3.84M1.6%+9,82513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP73,943$3.76M0.01%-6,88013F-HRTimelineGroup
Cooper Financial Group73,865$3.76M0.49%-67213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC72,865$3.71M0.5%-2,52213F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…71,975$3.66M0.19%-65013F-HRTimeline
LPWM LLC71,965$3.66M1.18%+20,59713F-HRTimeline
Richard P Slaughter Associates Inc70,738$3.6M0.84%+39,99113F-HRTimeline
ERn Financial, LLC69,512$3.53M0.56%+4,40113F-HRTimeline
Three Bridge Wealth Advisors, LLC69,161$3.52M1.22%+6813F-HRTimeline
Modern Wealth Management, LLC69,075$3.51M0.11%-52113F-HR/ATimeline
Stonebridge Financial Group, LLC67,955$3.46M0.37%+6,72613F-HRTimeline
SVB WEALTH LLC66,824$3.4M0.14%-5,62213F-HRTimeline
Sterling Financial Group, Inc.66,275$3.37M1.21%+56,34513F-HRTimeline
Transce3nd, LLC64,910$3.3M1.47%-10,23713F-HRTimeline
Goelzer Investment Management, Inc.64,645$3.29M0.19%+22,17213F-HR/ATimeline
Sunburst Financial Group, LLC64,132$3.26M0.8%-9,14813F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC63,733$3.24M1.67%-45,42913F-HRTimeline
Mutual Advisors, LLC63,653$3.23M0.09%+7,72313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …63,158$3.21M0.09%+6,29313F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC62,803$3.19M1.08%-3,62413F-HRTimeline
Dynamic Advisor Solutions LLC62,238$3.16M0.1%-1,58613F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…62,224$3.16M0.58%new13F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.61,611$3.13M0.38%+7,80213F-HRTimeline
Aspen Wealth Management LLC59,873$3.04M0.86%+6,00313F-HRTimeline
SkyOak Wealth, LLC59,022$3M0.66%-9,88513F-HRTimeline
Venturi Wealth Management, LLC58,981$3M0.16%+9,25213F-HRTimeline
Paladin Advisory Group, LLC56,262$2.86M2.29%+24,27913F-HRTimeline
Princeton Global Asset Management LLC56,028$2.85M0.57%+32,79013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.54,409$2.77M0.02%+16,91113F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC53,819$2.74M1.11%-84013F-HRTimeline
Sanctuary Advisors, LLC53,453$2.72M0.02%-14,17613F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC53,090$2.7M0.85%-74213F-HRTimeline
Rossmore Private Capital53,039$2.7M0.33%+47,70413F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC51,738$2.63M2.2%+1,88813F-HR/ATimeline
Stratos Wealth Partners, LTD.group of 2 filers holding51,735$2.63M+10,086Timeline
Focus Financial Network, Inc.51,681$2.63M0.11%-1,42713F-HRTimeline
Vertex Planning Partners, LLC51,008$2.59M0.57%+2,48313F-HRTimeline
CCG WEALTH MANAGEMENT, LLC50,317$2.56M1.53%+14,06213F-HRTimeline
SYNOVUS FINANCIAL CORP50,050$2.54M0.03%-2,14213F-HRTimeline
Integrated Advisors Network LLC49,256$2.5M0.13%-92413F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC49,243$2.5M0.05%new13F-HRTimelineGroup
Sandbox Financial Partners, LLC49,189$2.5M0.88%+1,30413F-HRTimeline
Laurel Wealth Planning LLC48,914$2.49M1.65%+7,84813F-HRTimeline
Clarity Asset Management, Inc.47,593$2.42M1.56%+7113F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV47,586$2.42M0.89%+14,67313F-HRTimeline
Creative Planningin group Creative Planning47,584$2.42M<0.01%+2,19113F-HRTimelineGroup
Syverson Strege & Co46,601$2.37M0.76%new13F-HRTimeline
Narus Financial Partners, LLC45,942$2.34M0.79%-19,24913F-HRTimeline
Freedom Investment Management, Inc.45,287$2.3M0.19%-1,40513F-HRTimeline
NCM Capital Management, LLC44,915$2.28M1.03%+26,43513F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding44,446$2.26M+26,198Timeline
Virtue Capital Management, LLC44,089$2.24M0.26%new13F-HRTimeline
Kathmere Capital Management, LLC43,915$2.23M0.19%-9,43013F-HRTimeline
Parallel Advisors, LLC43,794$2.23M0.05%+34,65213F-HRTimeline
IFP Advisors, Inc43,780$2.23M0.07%+32413F-HRTimeline
BFSG, LLC43,750$2.22M0.27%-2,58513F-HRTimeline
Callan Capital, LLC42,920$2.18M0.16%-1,15513F-HRTimeline
PRIVATE TRUST CO NA42,841$2.18M0.22%-26413F-HRTimeline
Clark Capital Management Group, Inc.41,912$2.13M0.02%new13F-HRTimeline
NavPoint Financial, Inc.41,746$2.12M1.49%+9,51813F-HRTimeline
1900 WEALTH MANAGEMENT LLC41,685$2.12M0.18%+3,55313F-HRTimeline
New Capital Management LP41,579$2.11M0.61%+13,87913F-HRTimeline
Kathleen S. Wright Associates Inc.41,422$2.11M0.87%-1,38013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC40,907$2.08M0.58%+9,01413F-HRTimeline
KM Capital Management Ltd.40,770$2.07M1.12%-31,97913F-HRTimeline
Keudell/Morrison Wealth Management40,288$2.05M0.48%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…39,725$2.02M<0.01%+33,17613F-HRTimelineGroup
Ariadne Wealth Management, LP39,746$2.02M1.05%013F-HRTimeline
Vawter Financial, Ltd.39,286$2M1.12%-13,50713F-HRTimeline
Skyline Advisors, Inc.38,940$1.98M0.78%-1,14213F-HRTimeline
Geneos Wealth Management Inc.38,066$1.94M0.03%+27,81813F-HRTimeline
MY Wealth Management Inc.37,958$1.93M1.87%new13F-HRTimeline
Ironwood Investment Counsel, LLC37,105$1.89M0.33%+12,08513F-HRTimeline
Paradigm, Strategies in Wealth Manageme…36,225$1.84M1.24%+45213F-HRTimeline
One Capital Management, LLC35,947$1.83M0.06%+2,89713F-HRTimeline
MAI Capital Management35,368$1.8M0.01%-1,20813F-HRTimeline
Fulton Bank, N.A.34,956$1.78M0.07%+3,92213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding34,610$1.76M+1,642Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.34,568$1.76M0.02%+10,03713F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS34,351$1.75M0.07%-91613F-HRTimelineGroup