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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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,612,505$184M0.13%+464,86913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,326,397$169M0.01%+259,55213F-HRTimelineGroup
LPL Financial LLC3,132,167$159M0.05%+421,28413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,476,076$75.2M0.02%+151,72713F-HRTimelineGroup
FMR LLCin group FMR LLC1,420,493$72.3M<0.01%-275,21113F-HRTimelineGroup
Resonant Capital Advisors, LLC1,291,697$65.8M4.2%+11,94013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,089,770$55.5M1.51%new13F-HRTimeline
Salomon & Ludwin, LLC1,016,754$51.7M5.1%-48213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,011,957$51.5M<0.01%+151,37913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC922,988$47M0.07%+552,75213F-HRTimelineGroup
NorthRock Partners, LLC904,286$46M1.2%+81,98813F-HR/ATimeline
UBS Group AGin group UBS Group AG901,073$45.9M0.01%+235,58113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP893,195$45.5M0.06%-25,52613F-HR/ATimelineGroup
RENAISSANCE TECHNOLOGIES LLC813,890$41.4M0.06%-88,50313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp809,121$41.2M0.01%+90,98713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…782,821$39.8M0.07%+479,46013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC714,466$36.4M0.01%+166,44113F-HRTimelineGroup
Interchange Capital Partners, LLC694,420$35.4M8.17%+450,88213F-HR/ATimeline
BAILARD, INC.680,488$34.7M0.81%-356,48013F-HRTimeline
HB Wealth Management, LLC633,259$32.2M0.26%-6,69713F-HRTimeline
Bridgewater Advisors Inc.619,808$31.6M2.4%+128,36813F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.612,924$31.2M2.66%+6,18713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.599,943$30.5M0.05%+53,37313F-HR/ATimelineGroup
FSM Wealth Advisors, LLC591,934$30.1M4.89%-3,52513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC590,217$30.1M0.04%+203,09713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC541,812$27.6M0.05%+3,34013F-HRTimelineGroup
CWA Asset Management Group, LLC530,088$27M1.14%+52,08713F-HRTimeline
Global Wealth Management, LLC524,373$26.7M14.63%+7,49113F-HRTimeline
AlphaCore Capital LLC498,744$25.4M0.97%+278,28813F-HRTimeline
CWM, LLCin group CWM, LLC485,473$24.7M0.09%+67,33013F-HRTimelineGroup
HighTower Advisors, LLC457,704$23.3M0.03%+25,09013F-HRTimeline
MJP ASSOCIATES INC /ADV457,401$23.3M3.45%+84,90213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA454,908$23.2M<0.01%+54,22913F-HR/ATimelineGroup
Advisor OS, LLCin group Advisor OS, LLC454,766$23.2M2.28%+82,26713F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co437,628$22.3M0.27%-43,54113F-HRTimelineGroup
NewEdge Advisors, LLC427,220$21.8M0.11%+164,86813F-HRTimeline
Integrated Wealth Concepts LLC426,216$21.7M0.22%-10,50513F-HRTimeline
Avidian Wealth Enterprises, LLC425,380$21.7M0.88%-160,26913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…411,003$20.9M0.08%+288,21313F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth404,826$20.6M0.04%-25,59213F-HRTimelineGroup
Global Strategic Investment Solutions, …397,358$20.2M2.16%-7,70213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC395,637$20.1M0.34%+24,17613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO394,192$20.1M0.34%+156,97513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…373,716$19M0.04%-268,90013F-HR/ATimelineGroup
Trust Co354,856$18.1M2.04%-41,09113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS331,184$16.9M0.04%+39,47313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC330,535$16.8M0.09%+40,20513F-HRTimelineGroup
MY Wealth Management Inc.299,420$15.2M14.61%+261,46213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…268,090$13.7M0.03%+157,47513F-HR/ATimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC263,278$13.4M0.32%+103,70213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP254,332$13M0.01%+34,02213F-HRTimelineGroup
Cambridge Investment Research Advisors,…251,529$12.8M0.04%-237,88213F-HRTimeline
TD Capital Management LLC250,699$12.8M1.2%+2,40013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC249,001$12.7M<0.01%-194,61313F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC248,447$12.7M3.39%+3,83413F-HRTimeline
Private Advisor Group, LLC248,340$12.6M0.07%+128,61213F-HRTimeline
Oak Harvest Investment Services239,415$12.2M1.53%+18,86113F-HRTimeline
Boothe Investment Group, Inc.230,824$11.8M4.48%+12,75313F-HRTimeline
Capital Asset Advisory Services LLC230,052$11.7M0.55%+82,98013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…229,429$11.7M0.26%-246,49013F-HRTimelineGroup
Diversified Portfolios, Inc.228,795$11.7M1.11%+34,77713F-HRTimeline
Sunflower Bank, N.A.220,743$11.2M2.84%+13,05713F-HRTimeline
Rosenberg Matthew Hamilton220,644$11.2M2.61%+12,48513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources216,874$11M<0.01%+31,09813F-HRTimelineGroup
Cetera Investment Advisers213,902$10.9M0.02%-35,86213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC213,251$10.9M0.02%-97,12413F-HRTimelineGroup
Auxano Advisors, LLC211,534$10.8M2.52%+62,90313F-HRTimeline
Principle Wealth Partners LLC197,265$10M0.63%-37,14913F-HRTimeline
DAVIDSON INVESTMENT ADVISORS194,877$9.92M0.45%+25,82013F-HRTimeline
Opal Wealth Advisors, LLC189,697$9.66M2.68%-3,73613F-HRTimeline
Phoenix Wealth Advisors182,646$9.3M3.89%+2,01313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP182,651$9.3M0.01%+42,40713F-HRTimelineGroup
Quotient Wealth Partners, LLC181,152$9.22M0.27%+7,79913F-HRTimeline
WCG Wealth Advisors LLC176,462$8.99M0.58%+56,60713F-HRTimeline
Tortoise Investment Management, LLC173,390$8.83M0.84%+16,86013F-HRTimeline
Chesley Taft & Associates LLC164,260$8.36M0.37%+31,55013F-HRTimeline
Sequoia Financial Advisors, LLC161,716$8.23M0.06%-2,26813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding158,137$8.05M-28,937Timeline
Aptus Capital Advisors, LLC153,074$7.79M0.08%-5,32313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP144,281$7.35M0.05%-12,26513F-HRTimelineGroup
Elmwood Wealth Management, Inc.141,499$7.21M2.86%+19,16913F-HRTimeline
McNamara Financial Services, Inc.140,310$7.14M1.42%+14,56013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…139,051$7.08M0.31%+34,20313F-HRTimeline
Whitegate Investment Counselors, Inc.137,350$6.99M2.37%+51,13513F-HRTimeline
Insight Advisors, LLC/ PA132,843$6.76M1.09%+18,53113F-HRTimeline
Orion Porfolio Solutions, LLC130,822$6.66M0.06%-5,15613F-HR/ATimeline
Apex Wealth Management, LLC130,647$6.65M5.34%+50313F-HRTimeline
Cooper Financial Group129,514$6.59M0.78%+55,64913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV124,674$6.35M0.01%+12,57713F-HRTimeline
Legacy Private Trust Co.123,767$6.3M0.41%+18,41813F-HRTimeline
EP Wealth Advisors, LLC123,311$6.28M0.04%+15,57313F-HRTimeline
SOL Capital Management CO120,360$6.13M0.59%+10,99513F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC119,412$6.08M1.93%-3,45413F-HRTimeline
Southeast Asset Advisors, LLC119,039$6.06M0.72%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …116,154$5.91M0.13%+52,99613F-HRTimelineGroup
APPLETON PARTNERS INC/MA113,012$5.75M0.41%-9,13013F-HRTimeline
Prosperity Consulting Group, LLC111,763$5.69M0.42%-19,06513F-HRTimeline
Goelzer Investment Management, Inc.110,222$5.61M0.31%+45,57713F-HRTimeline
IMZ Advisory Inc110,003$5.6M2.24%+8,30513F-HRTimeline
ALBION FINANCIAL GROUP /UT109,409$5.57M0.36%+22,11013F-HRTimeline
PDS Planning, Inc109,326$5.57M0.41%-1,65013F-HRTimeline
CENTRAL TRUST Co108,274$5.51M0.13%+17,06813F-HRTimeline
Stewardship Advisors, LLC103,818$5.29M1.34%-2,19813F-HRTimeline
Roof Eidam Maycock Peralta, LLC103,449$5.27M1.3%-90013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC102,725$5.23M0.17%-1,70713F-HRTimelineGroup
CFO4Life Group, LLC101,230$5.15M0.81%-7,84513F-HRTimeline
Forza Wealth Management, LLC101,200$5.15M2.11%+10,50013F-HRTimeline
YHB Investment Advisors, Inc.99,875$5.09M0.39%-5,06713F-HRTimeline
BOKF, NAin group BOKF, NA99,749$5.08M0.08%-1,87813F-HRTimelineGroup
Wealth Alliance Advisory Group, LLC99,213$5.05M0.96%-64213F-HRTimeline
Sierra Capital LLC98,375$5.01M0.58%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC96,358$4.91M0.09%+47,11513F-HRTimelineGroup
Mutual Advisors, LLC91,277$4.65M0.12%+27,62413F-HRTimeline
RPg Family Wealth Advisory, LLC91,205$4.64M1.24%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC90,731$4.62M0.06%new13F-HRTimeline
J.Safra Asset Management Corp88,398$4.5M0.31%new13F-HR/ATimeline
StrongBox Wealth, LLC88,203$4.49M1.7%+12,65513F-HRTimeline
Elequin Capital, LP88,004$4.48M0.62%new13F-HRTimeline
SkyOak Wealth, LLC87,990$4.48M0.9%+28,96813F-HRTimeline
MML INVESTORS SERVICES, LLC85,360$4.35M0.01%+8,85513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC84,842$4.32M0.4%-1,54213F-HRTimeline
Richard P Slaughter Associates Inc84,797$4.32M0.88%+14,05913F-HRTimeline
BCGM Wealth Management, LLC83,250$4.24M1.2%-5,75213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP83,167$4.23M0.01%+9,22413F-HRTimelineGroup
Per Stirling Capital Management, LLC.82,731$4.21M0.55%+68,29113F-HRTimeline
NavPoint Financial, Inc.82,705$4.21M2.54%+40,95913F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…82,175$4.18M0.22%+10,20013F-HRTimeline
LPWM LLC81,485$4.15M1.21%+9,52013F-HRTimeline
KINTRA WEALTH, LLC80,268$4.09M2.46%-3,80013F-HRTimeline
Jupiter Wealth Management LLC80,000$4.08M2.06%013F-HRTimeline
CAPITAL MANAGEMENT CORP /VA79,913$4.07M0.69%-4,15913F-HRTimeline
Transce3nd, LLC79,561$4.05M1.71%+14,65113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding74,663$3.8M+30,217Timeline
Perigon Wealth Management, LLC74,582$3.8M0.09%-130,93913F-HRTimeline
Mills Wealth Advisors LLC73,184$3.73M1.71%-41,87713F-HRTimeline
Perennial Advisors, LLC72,672$3.7M0.69%-3,33913F-HRTimeline
ERn Financial, LLC72,332$3.68M0.78%+2,82013F-HRTimeline
Savvy Advisors, Inc.70,147$3.57M0.24%+53,12313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC69,702$3.55M0.45%-3,16313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding68,702$3.5M+16,967Timeline
Three Bridge Wealth Advisors, LLC68,698$3.5M0.92%-46313F-HRTimeline
Keudell/Morrison Wealth Management68,304$3.48M0.77%+28,01613F-HRTimeline
Sterling Financial Group, Inc.67,141$3.42M1.15%+86613F-HRTimeline
Stonebridge Financial Group, LLC66,348$3.38M0.33%-1,60713F-HRTimeline
KM Capital Management Ltd.63,951$3.26M1.61%+23,18113F-HRTimeline
Graves Light Lenhart Wealth, Inc.63,050$3.21M0.38%+1,43913F-HRTimeline
Dynamic Advisor Solutions LLC62,541$3.18M0.1%+30313F-HRTimeline
Sunburst Financial Group, LLC61,618$3.14M0.7%-2,51413F-HRTimeline
Modern Wealth Management, LLC61,452$3.13M0.08%-7,62313F-HR/ATimeline
Sanctuary Advisors, LLC59,331$3.02M0.02%+5,87813F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC59,301$3.02M2.41%+7,56313F-HRTimeline
TFO Wealth Partners, LLC59,208$3.01M0.53%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC59,051$3.01M0.89%-3,75213F-HRTimeline
Rossmore Private Capital58,930$3M0.35%+5,89113F-HRTimeline
Global Retirement Partners, LLC58,684$2.99M0.07%13F-HRTimeline
Syntegra Private Wealth Group, LLC58,612$2.98M0.3%+51,02513F-HRTimeline
Clarity Asset Management, Inc.56,763$2.89M1.72%+9,17013F-HRTimeline
Vertex Planning Partners, LLC56,442$2.87M0.6%+5,43413F-HRTimeline
IFP Advisors, Inc55,806$2.84M0.08%+12,02613F-HRTimeline
Sandbox Financial Partners, LLC55,129$2.81M0.89%+5,94013F-HRTimeline
Venturi Wealth Management, LLC55,093$2.81M0.14%-3,88813F-HRTimeline
GPS Wealth Strategies Group, LLC54,918$2.8M0.32%+28,67613F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC54,623$2.78M1.36%-9,11013F-HRTimeline
Narus Financial Partners, LLC53,689$2.73M0.85%+7,74713F-HRTimeline
Aspen Wealth Management LLC52,103$2.65M0.66%-7,77013F-HRTimeline
IAG Wealth Partners, LLC51,171$2.61M0.34%+29,60513F-HRTimeline
CCG WEALTH MANAGEMENT, LLC51,109$2.6M1.37%+79213F-HRTimeline
Parallel Advisors, LLC51,088$2.6M0.05%+7,29413F-HRTimeline
Farther Finance Advisors, LLC50,546$2.57M0.05%+33,18613F-HRTimeline
Laurel Wealth Planning LLC50,108$2.55M1.45%+1,19413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC50,094$2.55M<0.01%+25,44013F-HRTimelineGroup
Syverson Strege & Co49,665$2.53M0.6%+3,06413F-HRTimeline
Integrated Advisors Network LLC49,137$2.5M0.11%-11913F-HRTimeline
Focus Financial Network, Inc.48,870$2.49M0.1%-2,81113F-HRTimeline
PRIVATE TRUST CO NA48,763$2.48M0.24%+5,92213F-HRTimeline
NCM Capital Management, LLC48,690$2.48M1.02%+3,77513F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV48,515$2.47M0.79%+92913F-HRTimeline
Princeton Global Asset Management LLC47,430$2.42M0.44%-8,59813F-HRTimeline
Paladin Advisory Group, LLC47,283$2.41M1.84%-8,97913F-HRTimeline
NorthCoast Asset Management LLC47,036$2.4M0.01%+42,32013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC45,879$2.34M0.86%-7,94013F-HRTimeline
Sargent Investment Group, LLC45,771$2.33M0.32%+26,48613F-HRTimeline
Sigma Planning Corp45,771$2.33M0.07%+31,82813F-HRTimeline
NWAM LLC45,518$2.32M0.13%+35,38913F-HR/ATimeline
WOODMONT INVESTMENT COUNSEL LLC45,284$2.31M0.15%+24,70513F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC44,790$2.28M0.66%-8,30013F-HRTimeline
Smith Anglin Financial, LLC44,715$2.28M0.21%-63,75513F-HRTimeline
SYNOVUS FINANCIAL CORP44,262$2.25M0.03%-5,78813F-HRTimeline
Kathmere Capital Management, LLC43,988$2.24M0.17%+7313F-HRTimeline
Skyline Advisors, Inc.43,418$2.21M0.82%+4,47813F-HRTimeline
Freedom Investment Management, Inc.43,357$2.21M0.18%-1,93013F-HRTimeline
BFSG, LLC43,280$2.2M0.25%-47013F-HRTimeline
Bristlecone Advisors, LLC43,097$2.19M0.18%+12,88813F-HRTimeline
OneDigital Investment Advisors LLC42,405$2.16M0.02%+16,01913F-HRTimeline
Creative Planningin group Creative Planning42,214$2.15M<0.01%-5,37013F-HRTimelineGroup
Kathleen S. Wright Associates Inc.41,413$2.11M0.82%-913F-HRTimeline
Ariadne Wealth Management, LP40,926$2.09M1%+1,18013F-HRTimeline
Geneos Wealth Management Inc.40,943$2.08M0.05%+2,87713F-HRTimeline
New Capital Management LP40,237$2.05M0.57%-1,34213F-HRTimeline
Able Wealth Management LLC38,421$1.96M0.99%+7,50113F-HRTimeline