# J P MORGAN EXCHANGE TRADED F (JMST)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/JMST/

- Reporting holders: 31
- Reported value: $151.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $28.1M | 555,838 | 2.4% | 16 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $20.5M | 404,776 | 0.3% | 7 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $15.8M | 312,862 | 2.8% | 20 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $15.4M | 305,286 | 0.1% | 12 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $11.5M | 227,414 | 0.3% | 10 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $8.7M | 172,493 | 1.0% | 7 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $8.6M | 170,871 | 0.2% | 4 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $8.3M | 163,460 | 0.5% | 25 |
| [Leverty Financial Group, LLC](https://holderbook.com/funds/1908386-leverty-financial-group-llc/) | $6.6M | 131,413 | 1.2% | 7 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $6.4M | 126,802 | 0.6% | 20 |
| [Invariant Investment Management](https://holderbook.com/funds/1850871-invariant-investment-management/) | $2.9M | 56,929 | 1.7% | 4 |
| [Sunburst Financial Group, LLC](https://holderbook.com/funds/1800158-sunburst-financial-group-llc/) | $2.3M | 45,952 | 0.4% | 18 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $2.2M | 43,433 | 0.1% | 15 |
| [PFW Advisors LLC](https://holderbook.com/funds/1989744-pfw-advisors-llc/) | $2.0M | 39,141 | 0.6% | 6 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $1.9M | 37,199 | 0.1% | 31 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $1.8M | 34,664 | 0.1% | 24 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $1.4M | 26,813 | 0.2% | 10 |
| [THRYVE WEALTH MANAGEMENT LLC](https://holderbook.com/funds/2113283-thryve-wealth-management-llc/) | $1.2M | 22,839 | 0.6% | 4 |
| [Mallini Complete Financial Planning LLC](https://holderbook.com/funds/2049540-mallini-complete-financial-planning-llc/) | $767.9K | 15,187 | 0.5% | 8 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $664.8K | 13,148 | 0.0% | 4 |
| [Aletheian Wealth Advisors LLC](https://holderbook.com/funds/1922281-aletheian-wealth-advisors-llc/) | $575.2K | 11,376 | 0.2% | 10 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $567.4K | 11,220 | 0.0% | 15 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $547.5K | 10,828 | 0.1% | 1 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $476.9K | 9,432 | 0.1% | 16 |
| [Sincerus Advisory, LLC](https://holderbook.com/funds/2050968-sincerus-advisory-llc/) | $467.2K | 9,241 | 0.3% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 31 | $151.2M |
| Q2 2026 | 562 | $3.7B |
| Q1 2026 | 550 | $3.5B |
| Q4 2025 | 546 | $3.4B |
| Q3 2025 | 499 | $3.1B |
| Q2 2025 | 500 | $3.0B |
| Q1 2025 | 492 | $2.7B |
| Q4 2024 | 462 | $2.4B |
| Q3 2024 | 433 | $2.3B |
| Q2 2024 | 426 | $2.0B |
| Q1 2024 | 403 | $2.0B |
| Q4 2023 | 389 | $2.0B |