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Disclosery

JMST J P MORGAN EXCHANGE TRADED F

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ETF (fund)

553 managers (556 13F filers) reported a position in JMST shares at 2026-03-31, 69,455,501 shares in all. 46 filers opened a position and 35 filers sold out during the quarter.

Managers
553
13F filers
556
New
46
Added
254
Reduced
178
Sold out
35
Shares held by filers
69,455,501

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,184,621$213M0.02%+227,83813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,875,844$198M0.12%-97,28413F-HRTimelineGroup
LPL Financial LLC3,079,282$157M0.04%+54,98613F-HRTimeline
HB Wealth Management, LLC2,551,982$130M0.84%+374,07013F-HRTimeline
Resonant Capital Advisors, LLC1,719,248$87.6M4.6%+287,22513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,552,212$79.1M0.02%+70,28413F-HR/ATimelineGroup
NorthRock Partners, LLC1,491,349$76M1.23%+307,33313F-HRTimeline
FMR LLCin group FMR LLC1,382,387$70.5M<0.01%+61813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,261,630$64.3M0.01%+161,84413F-HRTimelineGroup
Salomon & Ludwin, LLC1,189,881$60.9M5.44%+17,81113F-HRTimeline
UBS Group AGin group UBS Group AG1,035,898$52.8M0.01%-12,22213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO985,111$50.2M<0.01%-354,06513F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC942,824$48.1M0.01%+48,71113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC887,995$45.3M0.05%-94213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP883,843$45.1M0.06%-9,36813F-HRTimelineGroup
CWM, LLCin group CWM, LLC781,688$39.9M0.1%+428,17713F-HRTimelineGroup
AlphaCore Capital LLC769,357$39.2M0.93%+186,54613F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.726,586$37M3%+18,95013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.720,781$36.7M0.05%+63,32513F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO648,605$33.1M0.49%+30,72113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA644,321$32.8M0.01%+52,59313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC642,610$32.8M0.05%+117,44213F-HRTimelineGroup
Bridgewater Advisors Inc.627,358$31.9M1.9%-62,26213F-HRTimeline
Integrated Wealth Concepts LLC613,082$31.3M0.25%+200,23613F-HRTimeline
Sage Mountain Advisors LLC546,566$27.9M1.95%-43,43413F-HRTimeline
CWA Asset Management Group, LLC542,113$27.6M0.95%+101,23413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…535,783$27.3M0.1%+2,36113F-HRTimelineGroup
HighTower Advisors, LLC532,314$27.1M0.03%+65,73813F-HRTimeline
WCG Wealth Advisors LLC525,958$26.8M0.75%+32,90813F-HRTimeline
Global Wealth Management, LLC522,708$26.6M14.53%+613F-HRTimeline
Trust Co520,494$26.5M2.49%+16,63713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC511,534$26.1M0.38%+49,14413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC507,100$25.9M0.02%new13F-HRTimelineGroup
FSM Wealth Advisors, LLC477,125$24.3M3.13%-137,93013F-HRTimeline
TFO Wealth Partners, LLC457,941$23.3M3.17%+115,23013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth453,805$23.3M0.03%-39,71413F-HRTimelineGroup
Cambridge Investment Research Advisors,…432,829$22.1M0.06%-28813F-HRTimeline
Global Strategic Investment Solutions, …420,940$21.5M2.11%-11,26413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP420,648$21.4M0.01%+98,41513F-HRTimelineGroup
Cetera Investment Advisers412,268$21M0.02%+19,46313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources394,694$20.1M<0.01%+74,84513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…393,842$20.1M0.04%-874,88913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC383,264$19.5M0.63%+59,93413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS382,502$19.5M0.03%+16,17913F-HRTimeline
Dynasty Wealth Management, LLC368,775$18.8M0.16%+134,77913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC361,254$18.4M0.03%+23,55313F-HRTimeline
Capital Asset Advisory Services LLC348,929$17.8M0.68%+67,05513F-HRTimeline
BAILARD, INC.336,927$17.2M0.39%+290,15613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…329,726$16.8M0.03%+114,16213F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp327,256$16.7M0.78%+40,52513F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co316,114$16.1M0.19%-13,18313F-HRTimelineGroup
Prime Capital Investment Advisors, LLC285,841$14.6M0.17%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC279,354$14.2M0.06%-4,46213F-HRTimelineGroup
Boothe Investment Group, Inc.277,346$14.1M4.55%+10,35613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC272,448$13.9M0.22%+63,48113F-HRTimelineGroup
Sequoia Financial Advisors, LLC272,195$13.9M0.08%+79,93913F-HRTimeline
NewEdge Advisors, LLC271,881$13.9M0.05%+19,30713F-HR/ATimeline
Oak Harvest Investment Services270,542$13.8M1.44%+8,13313F-HRTimeline
Rosenberg Matthew Hamilton269,504$13.7M2.82%+3,73613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…255,839$13M0.02%+23,00113F-HRTimelineGroup
Auxano Advisors, LLC253,636$12.9M2.58%-39,62313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC253,097$12.9M<0.01%-137,43813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP249,208$12.7M0.01%+24,66413F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…247,802$12.6M0.23%+34,87213F-HRTimelineGroup
Avidian Wealth Enterprises, LLC246,195$12.6M0.4%-1,37713F-HRTimeline
Diversified Portfolios, Inc.242,886$12.4M1.02%-54,24313F-HRTimeline
Private Advisor Group, LLC237,459$12.1M0.06%-9,04713F-HRTimeline
MBM WEALTH CONSULTANTS, LLC236,555$12.1M2.77%-97413F-HRTimeline
Chesley Taft & Associates LLC229,810$11.7M0.49%+28,17013F-HRTimeline
Principle Wealth Partners LLC223,726$11.4M0.65%+75613F-HRTimeline
TD Capital Management LLC219,850$11.2M1.01%-10,49013F-HRTimeline
Interchange Capital Partners, LLC218,999$11.1M3.52%-535,00113F-HRTimeline
Opal Wealth Advisors, LLC217,995$11.1M2.51%+9,54713F-HRTimeline
DAVIDSON INVESTMENT ADVISORS216,831$11.1M0.48%+15,32213F-HR/ATimeline
SIMON QUICK ADVISORS, LLC207,029$10.6M0.48%+1,29113F-HRTimeline
Phoenix Wealth Advisors204,966$10.4M4.13%+18,06813F-HRTimeline
Farther Finance Advisors, LLC202,942$10.3M0.1%+50,47813F-HRTimeline
Summit Financial, LLC196,039$9.99M0.13%+64,94313F-HRTimeline
Boulder Wealth Advisors, LLC192,536$9.82M3.92%+110,33713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP182,064$9.28M0.06%+37,77713F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…175,659$8.96M0.12%+2,18013F-HRTimelineGroup
Red Door Wealth Management, LLC175,198$8.93M0.93%+160,50313F-HRTimeline
Whitegate Investment Counselors, Inc.174,007$8.87M2.82%-6,76313F-HRTimeline
McNamara Financial Services, Inc.164,302$8.38M1.59%+4,20713F-HRTimeline
Aspen Wealth Management LLC164,010$8.36M1.67%+64,36213F-HRTimeline
Valeo Financial Advisors, LLC163,712$8.35M0.2%+41,79913F-HRTimeline
Great Point Wealth Advisors, LLC162,955$8.31M1.53%+98513F-HRTimeline
IF Advisors, LLC158,000$8.05M5.69%-12,85013F-HRTimeline
Vertex Planning Partners, LLC156,400$7.97M1.55%+72,67013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding153,569$7.83M+52,302Timeline
Syntegra Private Wealth Group, LLC147,968$7.54M0.72%+18,72913F-HRTimeline
Elmwood Wealth Management, Inc.147,221$7.51M2.08%-7,11113F-HRTimeline
Per Stirling Capital Management, LLC.145,632$7.42M0.82%+16,68813F-HRTimeline
Quotient Wealth Partners, LLC143,283$7.3M0.19%-17,25913F-HRTimeline
Southeast Asset Advisors, LLC143,242$7.3M0.8%-7,36813F-HRTimeline
Apex Wealth Management, LLC141,714$7.22M4.96%+111,36413F-HRTimeline
CENTRAL TRUST Co140,579$7.17M0.14%+6,83613F-HRTimeline
Capital Advisors Wealth Management, LLC138,983$7.09M0.95%+37,61513F-HRTimeline
Sierra Capital LLC137,619$7.02M0.76%013F-HRTimeline
Aptus Capital Advisors, LLC131,763$6.72M0.06%-34,59013F-HRTimeline
EP Wealth Advisors, LLC130,874$6.67M0.03%013F-HRTimeline
Prosperity Consulting Group, LLC127,336$6.49M0.29%-8,96213F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC125,731$6.41M1.83%+1,14813F-HRTimeline
APPLETON PARTNERS INC/MA125,568$6.4M0.45%+5,99613F-HRTimeline
YHB Investment Advisors, Inc.124,372$6.34M0.45%+8,40413F-HRTimeline
OpenArc Corporate Advisory, LLC122,998$6.27M0.09%+96,02813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC122,413$6.24M0.16%-21,07213F-HRTimelineGroup
Klingman & Associates, LLC121,774$6.21M0.3%+74,34513F-HRTimeline
Roof Eidam Maycock Peralta, LLC119,449$6.09M1.4%+5,25013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding117,499$5.99M+1,003Timeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …117,230$5.98M0.12%+4,29913F-HRTimelineGroup
StrongBox Wealth, LLC117,124$5.97M1.91%+13,20813F-HRTimeline
ALBION FINANCIAL GROUP /UT116,745$5.95M0.38%+1,31513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV116,634$5.95M0.01%-52,06213F-HRTimeline
Able Wealth Management LLC113,551$5.79M1.55%+17,08413F-HRTimeline
Graves Light Lenhart Wealth, Inc.113,075$5.76M0.6%+14,35913F-HRTimeline
Oasis Advisors, LLC1,379,331$5.76M1.13%+1,333,78913F-HRTimeline
PDS Planning, Inc111,044$5.66M0.37%+8,38613F-HRTimeline
Forza Wealth Management, LLC109,200$5.57M1.94%013F-HRTimeline
Independent Advisor Alliance109,096$5.56M0.06%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC107,150$5.46M0.08%+1,93313F-HRTimeline
ERn Financial, LLC105,492$5.38M1.01%+14,34013F-HRTimeline
BOKF, NAin group BOKF, NA101,708$5.19M0.08%-6,17513F-HRTimelineGroup
J.Safra Asset Management Corp97,255$4.96M0.27%-3,36613F-HRTimeline
Mutual Advisors, LLC96,241$4.91M0.11%+4,18513F-HRTimeline
Savvy Advisors, Inc.95,559$4.87M0.13%+2,59913F-HRTimeline
Richard P Slaughter Associates Inc94,331$4.81M1.04%-7,67713F-HRTimeline
CAPITAL MANAGEMENT CORP /VA93,129$4.75M0.81%+4,07413F-HRTimeline
Mainsail Financial Group, LLC92,043$4.69M1.96%+17,26913F-HRTimeline
RPg Family Wealth Advisory, LLC90,914$4.63M0.97%+2,83613F-HRTimeline
Stewardship Advisors, LLC90,453$4.61M1.06%+87413F-HRTimeline
Jupiter Wealth Management LLC90,000$4.58M1.81%013F-HRTimeline
LPWM LLC89,453$4.56M1.15%-2,53113F-HRTimeline
CFO4Life Group, LLC88,092$4.49M0.68%-5,38413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC85,797$4.37M0.09%-6,38313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding85,171$4.34M-911Timeline
ZWJ INVESTMENT COUNSEL INC82,633$4.21M0.15%+7,35413F-HRTimeline
VestGen Advisors, LLC82,570$4.2M0.12%-29,50013F-HRTimeline
Geneos Wealth Management Inc.82,065$4.18M0.1%-14,90713F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…81,200$4.14M0.22%-2,40013F-HRTimeline
Perennial Advisors, LLC81,140$4.14M0.7%+2,96913F-HRTimeline
Elequin Capital, LP81,903$4.1M0.38%-58,96813F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC79,581$4.06M0.34%-1,85913F-HRTimeline
MML INVESTORS SERVICES, LLC79,279$4.04M0.01%-32,78413F-HRTimeline
LAVELLE CAPITAL LP78,480$4M2.48%new13F-HRTimeline
IMZ Advisory Inc78,389$4M1.51%-6,63613F-HRTimeline
NavPoint Financial, Inc.76,717$3.91M1.58%-5,02513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP75,725$3.86M0.01%-4,26613F-HRTimelineGroup
Leverty Financial Group, LLC75,640$3.86M0.85%+47,04913F-HRTimeline
BCGM Wealth Management, LLC74,412$3.79M0.95%+74613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC73,927$3.77M0.07%+19,32513F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…73,181$3.73M0.16%-24,02113F-HRTimeline
Canvas Wealth Advisors, LLC71,333$3.64M0.62%+43,93313F-HRTimeline
NCM Capital Management, LLC70,765$3.61M1.29%+4,00013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC70,555$3.6M0.4%+1,88513F-HRTimeline
KINTRA WEALTH, LLC69,536$3.54M0.25%+1,21913F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC68,869$3.51M2.38%-6,36313F-HRTimeline
SkyOak Wealth, LLC67,322$3.43M0.63%-26,41913F-HRTimeline
Parallel Advisors, LLC65,787$3.35M0.06%-7,17813F-HR/ATimeline
IFP Advisors, Inc64,424$3.28M0.07%+6,08513F-HRTimeline
Sigma Planning Corp63,639$3.24M0.09%+2,31013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC63,622$3.24M0.83%+47113F-HRTimeline
Sanctuary Advisors, LLC63,222$3.22M0.02%-40,10313F-HRTimeline
Perigon Wealth Management, LLC63,199$3.22M0.06%+18,50513F-HRTimeline
Clarity Asset Management, Inc.62,241$3.17M1.61%+1,81413F-HRTimeline
Sandbox Financial Partners, LLC61,103$3.12M0.88%+2,53013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI60,435$3.08M0.14%013F-HRTimeline
Wills Financial Group LLC59,849$3.05M1.15%-40013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…58,009$2.96M0.11%-14,36613F-HRTimelineGroup
Invariant Investment Management57,539$2.93M1.8%-2,03013F-HRTimeline
Rossmore Private Capital57,140$2.91M0.26%-3,59213F-HRTimeline
ASHTON THOMAS SECURITIES, LLC56,695$2.89M0.36%+3,28513F-HRTimeline
CCG WEALTH MANAGEMENT, LLC56,457$2.88M0.78%+1,96913F-HRTimeline
Stonebridge Financial Group, LLC56,038$2.86M0.23%-8,98413F-HRTimeline
Laurel Wealth Planning LLC56,001$2.85M1.51%+1,23313F-HRTimeline
U.S. Capital Wealth Advisors, LLC55,134$2.81M0.07%-23,26313F-HRTimeline
AdvisorNet Financial, Inc54,727$2.79M0.14%+5,54013F-HRTimeline
Sargent Investment Group, LLC54,286$2.77M0.36%-1,88513F-HRTimeline
Dynamic Advisor Solutions LLC53,697$2.74M0.09%+2,04513F-HRTimeline
Gateway Wealth Partners, LLC52,716$2.69M0.1%+33,68413F-HRTimeline
Main Street Financial Solutions, LLC51,920$2.65M0.19%+5,48913F-HRTimeline
Cooper Financial Group51,651$2.63M0.27%-1,92413F-HRTimeline
Modern Wealth Management, LLC51,244$2.61M0.04%-7,60913F-HRTimeline
Fulton Bank, N.A.50,490$2.57M0.09%+11,75113F-HRTimeline
Tortoise Investment Management, LLC50,000$2.55M0.21%-105,11913F-HRTimeline
Selby Wealth Management, LLC49,580$2.53M1%+36113F-HRTimeline
Syverson Strege & Co49,377$2.52M0.61%-2,17613F-HRTimeline
Revolve Wealth Partners, LLC49,065$2.5M0.33%+35,45313F-HRTimeline
Walkner Condon Financial Advisors LLC48,927$2.49M0.33%-25,90513F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC48,729$2.48M1.35%-16,03713F-HRTimeline
IHT Wealth Management, LLC48,316$2.46M0.06%-2,10213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC47,722$2.43M<0.01%+9,79113F-HRTimelineGroup
Macro Advisors, Inc.46,839$2.39M0.99%13F-HRTimeline
Sunburst Financial Group, LLC46,810$2.39M0.46%-46613F-HR/ATimeline
Focus Financial Network, Inc.45,931$2.34M0.08%+3,66513F-HRTimeline
Summit Wealth Partners, LLC45,802$2.33M0.37%+2,41313F-HRTimeline
Segment Wealth Management, LLC44,849$2.29M0.13%new13F-HRTimeline
&PARTNERS44,483$2.27M0.01%+1,18913F-HRTimeline
Merit Financial Group, LLC44,248$2.26M0.02%-5313F-HRTimeline
PECAUT & CO.43,937$2.24M0.73%+8,70513F-HRTimeline