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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,786,554$193M0.01%+460,15713F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,780,629$193M0.13%+168,12413F-HRTimelineGroup
LPL Financial LLC2,969,796$152M0.04%-162,37113F-HRTimeline
HB Wealth Management, LLC1,733,119$88.5M0.6%+1,099,86013F-HRTimeline
Resonant Capital Advisors, LLC1,420,403$72.5M4.22%+128,70613F-HRTimeline
FMR LLCin group FMR LLC1,381,602$70.5M<0.01%-38,89113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,345,803$68.7M0.01%-130,27313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,200,503$61.3M<0.01%+188,54613F-HR/ATimelineGroup
Salomon & Ludwin, LLC1,150,038$58.6M5.27%+133,28413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,070,471$54.5M0.08%+287,65013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,050,893$53.6M1.32%-38,87713F-HRTimeline
UBS Group AGin group UBS Group AG1,038,781$53M0.01%+137,70813F-HRTimelineGroup
NorthRock Partners, LLC1,036,537$52.9M0.96%+132,25113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp921,842$47.1M0.01%+112,72113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC906,585$46.3M0.01%+192,11913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC791,045$40.4M0.05%-131,94313F-HRTimelineGroup
Interchange Capital Partners, LLC752,356$38.4M7.53%+57,93613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.686,632$35.1M0.05%+86,68913F-HRTimelineGroup
WEATHERLY ASSET MANAGEMENT L. P.681,824$34.8M2.87%+68,90013F-HRTimeline
Bridgewater Advisors Inc.656,953$33.4M2.32%+37,14513F-HRTimeline
Integrated Wealth Concepts LLC599,972$30.6M0.27%+173,75613F-HRTimeline
FSM Wealth Advisors, LLC599,426$30.6M4.33%+7,49213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO573,411$29.3M0.44%+179,21913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC536,204$27.4M0.04%-5,60813F-HRTimelineGroup
Global Wealth Management, LLC531,582$27.1M14.24%+7,20913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC526,808$26.9M0.03%-63,40913F-HRTimeline
CWA Asset Management Group, LLC525,390$26.8M0.99%-4,69813F-HRTimeline
AlphaCore Capital LLC496,840$25.4M0.85%-1,90413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA462,652$23.6M<0.01%+7,74413F-HRTimelineGroup
HighTower Advisors, LLC448,355$22.9M0.03%-9,34913F-HRTimeline
Trust Co440,125$22.5M2.3%+85,26913F-HRTimeline
Global Strategic Investment Solutions, …410,095$20.9M2.09%+12,73713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…409,707$20.9M0.07%-1,29613F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co399,848$20.4M0.23%-37,78013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…395,314$20.2M0.04%+21,59813F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC386,496$19.7M0.31%-9,14113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP372,300$19M0.03%-520,89513F-HRTimelineGroup
CWM, LLCin group CWM, LLC360,087$18.4M0.06%-125,38613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS357,165$18.2M0.04%+25,98113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth328,340$16.8M0.03%-76,48613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC303,824$15.5M0.06%-26,71113F-HRTimelineGroup
Auxano Advisors, LLC292,811$14.9M3.18%+81,27713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources289,559$14.8M<0.01%+72,68513F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC284,297$14.5M0.31%+21,01913F-HRTimeline
Cetera Investment Advisers269,661$13.8M0.02%+55,75913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC268,753$13.7M<0.01%+19,75213F-HRTimelineGroup
Private Advisor Group, LLC267,132$13.6M0.07%+18,79213F-HRTimeline
Boothe Investment Group, Inc.257,352$13.1M4.81%+26,52813F-HRTimeline
MBM WEALTH CONSULTANTS, LLC256,848$13.1M3.26%+8,40113F-HRTimeline
Avidian Wealth Enterprises, LLC255,903$13.1M0.49%-169,47713F-HRTimeline
Rosenberg Matthew Hamilton253,719$12.9M2.8%+33,07513F-HRTimeline
Diversified Portfolios, Inc.253,337$12.9M1.14%+24,54213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP252,646$12.9M0.01%+69,99513F-HRTimelineGroup
DAVIDSON INVESTMENT ADVISORS252,181$12.9M0.55%+57,30413F-HRTimeline
MY Wealth Management Inc.248,782$12.7M11.14%-50,63813F-HRTimeline
Elequin Capital, LP247,201$12.6M1.08%+159,19713F-HRTimeline
Capital Asset Advisory Services LLC247,108$12.6M0.54%+17,05613F-HRTimeline
Oak Harvest Investment Services246,781$12.6M1.47%+7,36613F-HRTimeline
Cambridge Investment Research Advisors,…245,572$12.5M0.03%-5,95713F-HRTimeline
TD Capital Management LLC245,359$12.5M1.13%-5,34013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…236,247$12.1M0.02%-31,84313F-HRTimelineGroup
NewEdge Advisors, LLC229,336$11.7M0.05%-197,88413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP224,730$11.5M0.01%-29,60213F-HRTimelineGroup
Principle Wealth Partners LLC220,026$11.2M0.65%+22,76113F-HRTimeline
Sunflower Bank, N.A.206,571$10.5M2.56%-14,17213F-HRTimeline
Opal Wealth Advisors, LLC205,713$10.5M2.92%+16,01613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…202,501$10.3M0.21%-26,92813F-HRTimelineGroup
Phoenix Wealth Advisors184,698$9.43M3.62%+2,05213F-HRTimeline
Tortoise Investment Management, LLC175,240$8.94M0.8%+1,85013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding172,132$8.79M+13,995Timeline
One Capital Management, LLC171,115$8.73M0.28%+140,54013F-HRTimeline
Quotient Wealth Partners, LLC168,027$8.58M0.23%-13,12513F-HRTimeline
Chesley Taft & Associates LLC165,290$8.44M0.36%+1,03013F-HRTimeline
Boulder Wealth Advisors, LLC159,342$8.13M3.78%13F-HRTimeline
Cooper Financial Group158,260$8.08M0.89%+28,74613F-HRTimeline
Sequoia Financial Advisors, LLC158,024$8.07M0.05%-3,69213F-HRTimeline
Legacy Private Trust Co.151,442$7.73M0.46%+27,67513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC145,763$7.44M0.12%+49,40513F-HRTimelineGroup
Elmwood Wealth Management, Inc.145,627$7.43M2.63%+4,12813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP145,276$7.41M0.05%+99513F-HR/ATimelineGroup
Whitegate Investment Counselors, Inc.145,205$7.41M2.44%+7,85513F-HRTimeline
McNamara Financial Services, Inc.143,170$7.31M1.36%+2,86013F-HRTimeline
Apex Wealth Management, LLC140,462$7.17M5.13%+9,81513F-HRTimeline
Great Point Wealth Advisors, LLC138,940$7.09M1.33%13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…136,156$6.95M0.1%+131,25413F-HRTimelineGroup
WCG Wealth Advisors LLC136,078$6.95M0.44%-40,38413F-HRTimeline
Insight Advisors, LLC/ PA134,620$6.87M1.05%+1,77713F-HRTimeline
CENTRAL TRUST Co134,133$6.85M0.14%+25,85913F-HRTimeline
Summit Financial, LLC134,131$6.85M0.1%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC131,202$6.7M0.2%+28,47713F-HRTimelineGroup
Aptus Capital Advisors, LLC130,305$6.65M0.06%-22,76913F-HRTimeline
Prosperity Consulting Group, LLC124,928$6.38M0.31%+13,16513F-HRTimeline
Goelzer Investment Management, Inc.121,944$6.22M0.33%+11,72213F-HRTimeline
Per Stirling Capital Management, LLC.120,484$6.15M0.74%+37,75313F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC119,866$6.12M1.83%+45413F-HRTimeline
SOL Capital Management CO119,510$6.1M0.55%-85013F-HRTimeline
APPLETON PARTNERS INC/MA118,432$6.04M0.41%+5,42013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV116,759$5.96M0.01%-7,91513F-HRTimeline
ALBION FINANCIAL GROUP /UT113,776$5.81M0.35%+4,36713F-HRTimeline
Southeast Asset Advisors, LLC112,290$5.73M0.62%-6,74913F-HRTimeline
Forza Wealth Management, LLC111,200$5.68M2.17%+10,00013F-HRTimeline
Orion Porfolio Solutions, LLC107,382$5.48M0.04%-23,44013F-HRTimeline
Stewardship Advisors, LLC107,356$5.48M1.3%+3,53813F-HRTimeline
Syntegra Private Wealth Group, LLC106,229$5.42M0.51%+47,61713F-HRTimeline
YHB Investment Advisors, Inc.105,882$5.4M0.4%+6,00713F-HRTimeline
Roof Eidam Maycock Peralta, LLC105,449$5.38M1.31%+2,00013F-HRTimeline
Farther Finance Advisors, LLC105,281$5.37M0.08%+54,73513F-HRTimeline
Geneos Wealth Management Inc.104,943$5.36M0.14%+64,00013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding104,445$5.33M+29,782Timeline
Ironwood Investment Counsel, LLC104,135$5.32M0.77%+73,97413F-HRTimeline
PDS Planning, Inc104,066$5.31M0.37%-5,26013F-HRTimeline
BOKF, NAin group BOKF, NA99,949$5.1M0.08%+20013F-HRTimelineGroup
CFO4Life Group, LLC99,044$5.06M0.73%-2,18613F-HRTimeline
Sierra Capital LLC98,375$5.02M0.55%013F-HRTimeline
Richard P Slaughter Associates Inc98,089$5.01M1.08%+13,29213F-HRTimeline
Wealth Alliance Advisory Group, LLC96,321$4.92M0.89%-2,89213F-HRTimeline
StrongBox Wealth, LLC94,907$4.84M1.64%+6,70413F-HRTimeline
Mills Wealth Advisors LLC94,878$4.84M1.97%+21,69413F-HRTimeline
Mutual Advisors, LLC93,686$4.77M0.11%+2,40913F-HRTimeline
Savvy Advisors, Inc.93,186$4.76M0.22%+23,03913F-HRTimeline
MANNING & NAPIER ADVISORS LLC91,681$4.68M0.06%+95013F-HRTimeline
CAPITAL MANAGEMENT CORP /VA91,405$4.67M0.73%+11,49213F-HRTimeline
RPg Family Wealth Advisory, LLC90,517$4.62M1.01%-68813F-HRTimeline
J.Safra Asset Management Corp90,188$4.6M0.28%+1,79013F-HRTimeline
Parallel Advisors, LLC88,482$4.52M0.08%+37,39413F-HRTimeline
LPWM LLC87,846$4.48M1.2%+6,36113F-HRTimeline
SkyOak Wealth, LLC87,598$4.47M0.84%-39213F-HRTimeline
ERn Financial, LLC87,431$4.46M0.88%+15,09913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC86,047$4.39M0.09%+53,21013F-HRTimelineGroup
NorthCoast Asset Management LLC85,795$4.38M0.02%+38,75913F-HRTimeline
IMZ Advisory Inc84,676$4.32M1.61%-25,32713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …84,433$4.31M0.09%-31,72113F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC83,410$4.26M0.37%-1,43213F-HRTimeline
Stonebridge Financial Group, LLC82,390$4.21M0.37%+16,04213F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…82,000$4.19M0.21%-17513F-HRTimeline
MML INVESTORS SERVICES, LLC81,320$4.15M0.01%-4,04013F-HRTimeline
Graves Light Lenhart Wealth, Inc.80,317$4.1M0.45%+17,26713F-HRTimeline
KM Capital Management Ltd.80,006$4.08M1.89%+16,05513F-HRTimeline
Jupiter Wealth Management LLC80,000$4.08M1.93%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…78,990$4.03M0.17%-60,06113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP78,810$4.02M0.01%-4,35713F-HRTimelineGroup
NavPoint Financial, Inc.77,654$3.96M2.08%-5,05113F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC77,073$3.93M2.82%+17,77213F-HRTimeline
BCGM Wealth Management, LLC76,193$3.89M1.01%-7,05713F-HRTimeline
Vertex Planning Partners, LLC75,968$3.88M0.74%+19,52613F-HRTimeline
Perennial Advisors, LLC75,553$3.86M0.67%+2,88113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.75,206$3.84M0.05%+6,50413F-HRTimelineGroup
Venturi Wealth Management, LLC74,411$3.8M0.18%+19,31813F-HRTimeline
U.S. Capital Wealth Advisors, LLC74,294$3.79M0.1%+48,96513F-HRTimeline
KINTRA WEALTH, LLC71,835$3.67M2.07%-8,43313F-HRTimeline
Aspen Wealth Management LLC71,787$3.66M0.81%+19,68413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC70,349$3.59M0.42%+64713F-HRTimeline
OLD MISSION CAPITAL LLC67,084$3.42M0.12%+54,18713F-HRTimeline
Able Wealth Management LLC64,627$3.3M1.24%+26,20613F-HRTimeline
Three Bridge Wealth Advisors, LLC64,097$3.27M0.84%-4,60113F-HRTimeline
NCM Capital Management, LLC63,730$3.25M1.26%+15,04013F-HRTimeline
TFO Wealth Partners, LLC63,594$3.25M0.53%+4,38613F-HRTimeline
Sanctuary Advisors, LLC61,552$3.14M0.02%+2,22113F-HR/ATimeline
CASTLEKEEP INVESTMENT ADVISORS LLC60,642$3.1M1.45%+6,01913F-HRTimeline
Global Retirement Partners, LLC60,313$3.08M0.07%+1,62913F-HRTimeline
Dynamic Advisor Solutions LLC60,129$3.07M0.09%-2,41213F-HRTimeline
BAILARD, INC.59,705$3.05M0.07%-620,78313F-HRTimeline
Sigma Planning Corp59,681$3.05M0.09%+13,91013F-HRTimeline
Modern Wealth Management, LLC59,212$3.02M0.06%-2,24013F-HRTimeline
Clarity Asset Management, Inc.58,757$3M1.68%+1,99413F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC58,103$2.97M0.8%-94813F-HRTimeline
Sterling Financial Group, Inc.57,288$2.92M0.93%-9,85313F-HRTimeline
Sandbox Financial Partners, LLC57,244$2.92M0.84%+2,11513F-HRTimeline
IFP Advisors, Inc56,904$2.9M0.08%+1,09813F-HR/ATimeline
Fulton Bank, N.A.56,549$2.89M0.1%+19,15213F-HRTimeline
FLOW TRADERS U.S. LLC56,471$2.88M0.12%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC55,310$2.82M0.39%+36,90513F-HRTimeline
Integrated Investment Consultants, LLC55,000$2.81M0.48%new13F-HRTimeline
CCG WEALTH MANAGEMENT, LLC53,282$2.72M1.28%+2,17313F-HRTimeline
Laurel Wealth Planning LLC52,491$2.68M1.42%+2,38313F-HRTimeline
Rossmore Private Capital50,833$2.59M0.28%-8,09713F-HRTimeline
Integrated Advisors Network LLC50,391$2.57M0.11%+1,25413F-HRTimeline
Sargent Investment Group, LLC50,101$2.56M0.36%+4,33013F-HRTimeline
San Luis Wealth Advisors LLC50,000$2.55M0.46%new13F-HR/ATimeline
Syverson Strege & Co49,722$2.54M0.61%+5713F-HRTimeline
GPS Wealth Strategies Group, LLC49,636$2.53M0.27%-5,28213F-HRTimeline
Sunburst Financial Group, LLC47,486$2.42M0.51%-14,13213F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV47,467$2.42M0.71%-1,04813F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC46,959$2.4M0.82%+1,08013F-HRTimeline
Skyline Advisors, Inc.46,906$2.39M0.82%+3,48813F-HRTimeline
Sunbelt Securities, Inc.46,903$2.39M0.17%+37,76013F-HRTimeline
IHT Wealth Management, LLC46,015$2.35M0.06%+8,59813F-HRTimeline
Philip James Wealth Mangement, LLC45,987$2.35M0.27%+12,33913F-HRTimeline
LexAurum Advisors, LLC45,604$2.33M0.33%+9,73713F-HRTimeline
Bristlecone Advisors, LLC45,417$2.32M0.19%+2,32013F-HRTimeline
SYNOVUS FINANCIAL CORP43,797$2.24M0.03%-46513F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC43,760$2.23M0.62%-1,03013F-HRTimeline
Focus Financial Network, Inc.43,759$2.23M0.08%-5,11113F-HRTimeline
Perigon Wealth Management, LLC43,403$2.22M0.05%-31,17913F-HRTimeline
Merit Financial Group, LLC42,900$2.19M0.02%new13F-HR/ATimeline
Narus Financial Partners, LLC42,675$2.18M0.6%-11,01413F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,014$2.09M<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning40,998$2.09M<0.01%-1,21613F-HRTimelineGroup
Ariadne Wealth Management, LP40,926$2.08M0.93%013F-HRTimeline
Kathleen S. Wright Associates Inc.40,637$2.07M0.77%-77613F-HRTimeline