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Disclosery

JMST J P MORGAN EXCHANGE TRADED F

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ETF (fund)

544 managers (547 13F filers) reported a position in JMST shares at 2025-12-31, 66,157,008 shares in all. 46 filers opened a position and 26 filers sold out during the quarter.

Managers
544
13F filers
547
New
46
Added
244
Reduced
159
Sold out
26
Shares held by filers
66,157,008

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,973,128$202M0.13%+192,49913F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,956,783$202M0.01%+170,22913F-HRTimelineGroup
LPL Financial LLC3,024,296$154M0.04%+54,50013F-HRTimeline
HB Wealth Management, LLC2,177,912$111M0.72%+444,79313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,481,928$75.5M0.01%+136,12513F-HRTimelineGroup
Resonant Capital Advisors, LLC1,432,023$73.1M4.02%+11,62013F-HRTimeline
FMR LLCin group FMR LLC1,381,769$70.4M<0.01%+16713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,339,176$68.2M<0.01%+138,67313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,268,731$64.7M0.09%+198,26013F-HRTimeline
NorthRock Partners, LLC1,184,016$60.3M1.02%+147,47913F-HRTimeline
Salomon & Ludwin, LLC1,172,070$59.7M5.28%+22,03213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,099,786$56M0.01%+177,94413F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,048,120$53.4M0.01%+9,33913F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC1,018,379$51.9M1.24%-32,51413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC894,113$45.5M0.01%-12,47213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP893,211$45.5M0.06%+520,91113F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC888,937$45.3M0.05%+97,89213F-HRTimelineGroup
Interchange Capital Partners, LLC754,000$38.4M7.12%+1,64413F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.707,636$36.1M2.78%+25,81213F-HRTimeline
Bridgewater Advisors Inc.689,620$35.2M2.28%+32,66713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.657,456$33.5M0.05%-29,17613F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO617,884$31.5M0.46%+44,47313F-HRTimeline
FSM Wealth Advisors, LLC615,055$31.3M4.29%+15,62913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA591,728$30.1M0.01%+129,07613F-HRTimelineGroup
Sage Mountain Advisors LLC590,000$30.1M1.59%new13F-HRTimeline
AlphaCore Capital LLC582,811$29.8M0.67%+85,97113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…533,422$27.2M0.1%+123,71513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC525,168$26.8M0.04%-11,03613F-HRTimelineGroup
Global Wealth Management, LLC522,702$26.6M14.33%-8,88013F-HRTimeline
Trust Co503,857$25.7M2.41%+63,73213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth493,519$25.2M0.03%+165,17913F-HRTimelineGroup
WCG Wealth Advisors LLC493,050$25.1M0.7%+356,97213F-HRTimeline
HighTower Advisors, LLC466,576$23.8M0.03%+18,22113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC462,390$23.6M0.36%+75,89413F-HRTimeline
CWA Asset Management Group, LLC440,879$22.5M0.81%-84,51113F-HRTimeline
Cambridge Investment Research Advisors,…433,117$22.1M0.06%+187,54513F-HRTimeline
Global Strategic Investment Solutions, …432,204$22M2.15%+22,10913F-HRTimeline
Integrated Wealth Concepts LLC412,846$21M0.25%-187,12613F-HRTimeline
Cetera Investment Advisers392,805$20M0.02%+123,14413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC390,535$19.9M0.01%+121,78213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS366,323$18.7M0.04%+9,15813F-HRTimeline
CWM, LLCin group CWM, LLC353,511$18M0.05%-6,57613F-HRTimelineGroup
TFO Wealth Partners, LLC342,711$17.5M2.61%+279,11713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC337,701$17.2M0.02%-189,10713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co329,297$16.8M0.19%-70,55113F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC323,330$16.5M0.29%+39,03313F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP322,233$16.4M0.01%+69,58713F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources319,849$16.3M<0.01%+30,29013F-HRTimelineGroup
Diversified Portfolios, Inc.297,129$15.1M1.26%+43,79213F-HRTimeline
Auxano Advisors, LLC293,259$14.9M2.95%+44813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp286,731$14.6M0.65%+282,28013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC283,816$14.5M0.06%-20,00813F-HRTimelineGroup
Capital Asset Advisory Services LLC281,874$14.4M0.58%+34,76613F-HRTimeline
Boothe Investment Group, Inc.266,990$13.6M4.87%+9,63813F-HRTimeline
Rosenberg Matthew Hamilton265,768$13.5M2.8%+12,04913F-HRTimeline
Oak Harvest Investment Services262,409$13.4M1.46%+15,62813F-HRTimeline
NewEdge Advisors, LLC252,574$12.9M0.05%+23,23813F-HRTimeline
Avidian Wealth Enterprises, LLC247,572$12.6M0.46%-8,33113F-HRTimeline
Private Advisor Group, LLC246,506$12.6M0.06%-20,62613F-HRTimeline
MBM WEALTH CONSULTANTS, LLC237,529$12.1M2.88%-19,31913F-HRTimeline
Dynasty Wealth Management, LLC233,996$11.9M0.12%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…232,838$11.9M0.02%-162,47613F-HRTimelineGroup
TD Capital Management LLC230,340$11.7M1.04%-15,01913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP224,544$11.4M0.01%-18613F-HRTimelineGroup
Principle Wealth Partners LLC222,970$11.4M0.64%+2,94413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…215,564$11M0.02%-20,68313F-HR/ATimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…212,930$10.8M0.21%+10,42913F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC208,967$10.6M0.17%+63,20413F-HRTimelineGroup
Opal Wealth Advisors, LLC208,448$10.6M2.77%+2,73513F-HRTimeline
SIMON QUICK ADVISORS, LLC205,738$10.5M0.46%new13F-HRTimeline
Chesley Taft & Associates LLC201,640$10.3M0.41%+36,35013F-HRTimeline
DAVIDSON INVESTMENT ADVISORS201,509$10.3M0.43%-50,67213F-HRTimeline
Sequoia Financial Advisors, LLC192,256$9.79M0.05%+34,23213F-HRTimeline
Phoenix Wealth Advisors186,898$9.52M3.66%+2,20013F-HRTimeline
Whitegate Investment Counselors, Inc.180,770$9.21M2.88%+35,56513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…173,479$8.86M0.12%+37,32313F-HRTimelineGroup
IF Advisors, LLC170,850$8.7M7.07%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV168,696$8.59M0.01%+51,93713F-HRTimeline
Aptus Capital Advisors, LLC166,353$8.47M0.07%+36,04813F-HRTimeline
Great Point Wealth Advisors, LLC161,970$8.25M1.51%+23,03013F-HRTimeline
Quotient Wealth Partners, LLC160,542$8.18M0.22%-7,48513F-HRTimeline
McNamara Financial Services, Inc.160,095$8.16M1.55%+16,92513F-HRTimeline
Tortoise Investment Management, LLC155,119$7.9M0.69%-20,12113F-HRTimeline
Elmwood Wealth Management, Inc.154,332$7.86M2.48%+8,70513F-HRTimeline
Farther Finance Advisors, LLC152,464$7.77M0.08%+47,18313F-HRTimeline
Southeast Asset Advisors, LLC150,610$7.67M0.73%+38,32013F-HRTimeline
Insight Advisors, LLC/ PA147,604$7.52M1.14%+12,98413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP144,287$7.35M0.05%-98913F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC143,485$7.31M0.2%+12,28313F-HR/ATimelineGroup
Elequin Capital, LP140,871$7.18M0.94%-106,33013F-HRTimeline
Sierra Capital LLC137,619$7.01M0.74%+39,24413F-HRTimeline
Prosperity Consulting Group, LLC136,298$6.94M0.31%+11,37013F-HRTimeline
CENTRAL TRUST Co133,743$6.81M0.13%-39013F-HRTimeline
Summit Financial, LLC131,096$6.69M0.1%-3,03513F-HRTimeline
EP Wealth Advisors, LLC130,874$6.67M0.03%13F-HRTimeline
Syntegra Private Wealth Group, LLC129,239$6.58M0.6%+23,01013F-HRTimeline
Per Stirling Capital Management, LLC.128,944$6.57M0.74%+8,46013F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC124,583$6.35M1.84%+4,71713F-HRTimeline
Valeo Financial Advisors, LLC121,913$6.21M0.14%new13F-HRTimeline
SOL Capital Management CO119,865$6.11M0.55%+35513F-HRTimeline
APPLETON PARTNERS INC/MA119,572$6.09M0.4%+1,14013F-HRTimeline
MY Wealth Management Inc.118,875$6.06M5.28%-129,90713F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding116,496$5.93M+12,051Timeline
YHB Investment Advisors, Inc.115,968$5.91M0.41%+10,08613F-HRTimeline
ALBION FINANCIAL GROUP /UT115,430$5.88M0.37%+1,65413F-HRTimeline
Roof Eidam Maycock Peralta, LLC114,199$5.82M1.32%+8,75013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …112,931$5.75M0.11%+28,49813F-HRTimelineGroup
VestGen Advisors, LLC112,070$5.71M0.24%new13F-HRTimeline
MML INVESTORS SERVICES, LLC112,063$5.71M0.01%+30,74313F-HRTimeline
Forza Wealth Management, LLC109,200$5.56M2.01%-2,00013F-HRTimeline
BOKF, NAin group BOKF, NA107,883$5.5M0.08%+7,93413F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC105,217$5.37M0.07%+13,53613F-HRTimeline
StrongBox Wealth, LLC103,916$5.29M1.74%+9,00913F-HRTimeline
Sanctuary Advisors, LLC103,325$5.26M0.03%+41,77313F-HRTimeline
PDS Planning, Inc102,658$5.23M0.35%-1,40813F-HRTimeline
Richard P Slaughter Associates Inc102,008$5.2M1.09%+3,91913F-HRTimeline
Capital Advisors Wealth Management, LLC101,368$5.16M0.7%+87,48513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.101,267$5.16M0.06%+26,06113F-HRTimelineGroup
J.Safra Asset Management Corp100,621$5.13M0.27%+10,43313F-HRTimeline
Aspen Wealth Management LLC99,648$5.08M1.07%+27,86113F-HRTimeline
Graves Light Lenhart Wealth, Inc.98,716$5.03M0.53%+18,39913F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…97,202$4.95M0.2%+18,21213F-HR/ATimeline
Geneos Wealth Management Inc.96,972$4.94M0.12%-7,97113F-HRTimeline
Able Wealth Management LLC96,467$4.91M1.55%+31,84013F-HRTimeline
One Capital Management, LLC96,241$4.9M0.15%-74,87413F-HRTimeline
SkyOak Wealth, LLC93,741$4.78M0.86%+6,14313F-HRTimeline
Wealth Alliance Advisory Group, LLC93,628$4.77M0.82%-2,69313F-HRTimeline
CFO4Life Group, LLC93,476$4.76M0.68%-5,56813F-HRTimeline
Savvy Advisors, Inc.92,960$4.74M0.15%-22613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC92,180$4.7M0.1%+6,13313F-HRTimelineGroup
Mutual Advisors, LLC92,056$4.69M0.1%-1,63013F-HRTimeline
LPWM LLC91,984$4.69M1.18%+4,13813F-HRTimeline
ERn Financial, LLC91,152$4.64M0.87%+3,72113F-HRTimeline
Jupiter Wealth Management LLC90,000$4.6M2.05%+10,00013F-HRTimeline
Stewardship Advisors, LLC89,579$4.56M1.05%-17,77713F-HRTimeline
CAPITAL MANAGEMENT CORP /VA89,055$4.54M0.74%-2,35013F-HRTimeline
RPg Family Wealth Advisory, LLC88,078$4.5M0.99%-2,43913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding86,082$4.39M-86,050Timeline
IMZ Advisory Inc85,025$4.33M1.59%+34913F-HRTimeline
Vertex Planning Partners, LLC83,730$4.27M0.99%+7,76213F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…83,600$4.26M0.22%+1,60013F-HRTimeline
Boulder Wealth Advisors, LLC82,199$4.19M1.77%-77,14313F-HRTimeline
Goelzer Investment Management, Inc.81,769$4.17M0.19%-40,17513F-HRTimeline
NavPoint Financial, Inc.81,742$4.16M1.78%+4,08813F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC81,440$4.15M0.35%-1,97013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP79,991$4.07M0.01%+1,18113F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC78,397$3.99M0.1%+4,10313F-HRTimeline
Perennial Advisors, LLC78,171$3.98M0.67%+2,61813F-HRTimeline
Ironwood Investment Counsel, LLC77,731$3.96M0.55%-26,40413F-HRTimeline
ZWJ INVESTMENT COUNSEL INC75,279$3.83M0.14%+36,60813F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC75,232$3.83M2.62%-1,84113F-HRTimeline
Walkner Condon Financial Advisors LLC74,832$3.81M0.53%+42,57113F-HRTimeline
Mainsail Financial Group, LLC74,774$3.81M1.58%new13F-HRTimeline
KM Capital Management Ltd.74,766$3.81M1.95%-5,24013F-HRTimeline
BCGM Wealth Management, LLC73,666$3.75M0.96%-2,52713F-HRTimeline
Parallel Advisors, LLC72,965$3.72M0.07%-15,51713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…72,375$3.69M0.14%+69,46213F-HRTimelineGroup
Mills Wealth Advisors LLC69,474$3.54M1.4%-25,40413F-HRTimeline
Orion Porfolio Solutions, LLC69,374$3.53M0.03%-38,00813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC68,670$3.5M0.39%-1,67913F-HRTimeline
KINTRA WEALTH, LLC68,317$3.48M0.49%-3,51813F-HRTimeline
Legacy Private Trust Co.67,150$3.42M0.2%-84,29213F-HRTimeline
NCM Capital Management, LLC66,765$3.4M1.26%+3,03513F-HRTimeline
Global Retirement Partners, LLC66,317$3.38M0.06%+6,00413F-HRTimeline
Stonebridge Financial Group, LLC65,022$3.31M0.28%-17,36813F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC64,766$3.3M1.49%+4,12413F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC63,151$3.22M0.9%+5,04813F-HRTimeline
Sigma Planning Corp61,329$3.12M0.09%+1,64813F-HRTimeline
Rossmore Private Capital60,732$3.1M0.28%+9,89913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI60,435$3.08M0.17%+34,72413F-HRTimeline
Clarity Asset Management, Inc.60,427$3.08M1.69%+1,67013F-HRTimeline
Wills Financial Group LLC60,249$3.07M1.17%new13F-HRTimeline
Invariant Investment Management59,569$3.04M1.95%13F-HRTimeline
Modern Wealth Management, LLC58,853$3M0.05%-35913F-HRTimeline
Sandbox Financial Partners, LLC58,573$2.98M0.83%+1,32913F-HRTimeline
IFP Advisors, Inc58,339$2.97M0.07%+1,43513F-HRTimeline
Evergreen Wealth Partners LLC56,579$2.88M2.43%13F-HRTimeline
Sargent Investment Group, LLC56,171$2.86M0.36%+6,07013F-HRTimeline
Laurel Wealth Planning LLC54,768$2.79M1.55%+2,27713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC54,602$2.78M0.05%new13F-HRTimeline
CCG WEALTH MANAGEMENT, LLC54,488$2.78M1.19%+1,20613F-HRTimeline
Cooper Financial Group53,575$2.73M0.29%-104,68513F-HRTimeline
ASHTON THOMAS SECURITIES, LLC53,410$2.72M0.52%-1,90013F-HRTimeline
Dynamic Advisor Solutions LLC51,652$2.63M0.08%-8,47713F-HRTimeline
Syverson Strege & Co51,553$2.63M0.62%+1,83113F-HRTimeline
IHT Wealth Management, LLC50,418$2.57M0.06%+4,40313F-HRTimeline
San Luis Wealth Advisors LLC50,000$2.55M0.43%013F-HRTimeline
Selby Wealth Management, LLC49,219$2.51M1.01%13F-HRTimeline
AdvisorNet Financial, Inc49,187$2.51M0.13%+27,43913F-HRTimeline
Skyline Advisors, Inc.47,474$2.42M0.81%+56813F-HRTimeline
Klingman & Associates, LLC47,429$2.42M0.12%+13,00813F-HRTimeline
Sunburst Financial Group, LLC47,276$2.41M0.49%-21013F-HRTimeline
BAILARD, INC.46,771$2.38M0.05%-12,93413F-HRTimeline
Main Street Financial Solutions, LLC46,431$2.37M0.18%+26,73113F-HRTimeline
Philip James Wealth Mangement, LLC46,281$2.36M0.27%+29413F-HRTimeline
Oasis Advisors, LLC45,542$2.32M1.23%13F-HRTimeline
Summit Place Financial Advisors, LLC45,150$2.3M1.11%+25,25513F-HRTimeline
Perigon Wealth Management, LLC44,694$2.28M0.04%+1,29113F-HRTimeline
Merit Financial Group, LLC44,301$2.26M0.02%+1,40113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …44,240$2.25M0.02%13F-HR/ATimelineGroup