JMST — J P Morgan Exchange Traded F Institutional Holders · Q3 2026

Name: Who Owns JMST? 33 Institutions Hold $151M (Q3 2026)
Creator: ko.io

Who owns J P Morgan Exchange Traded F (JMST)? 33 institutions reported holding $151.18M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Trust Co ($28.1M), Gradient Investments LLC ($20.5M), Rosenberg Matthew Hamilton ($15.8M).

Rank	Institution	Value	Shares	Change
1	Trust Co	$28.1M	555,838	Added
2	Gradient Investments LLC	$20.5M	404,776	Added
3	Rosenberg Matthew Hamilton	$15.8M	312,862	Added
4	Farther Finance Advisors, LLC	$15.4M	305,286	Added
5	Avidian Wealth Enterprises, LLC	$11.5M	227,414	Added
6	Capital Advisors Wealth Management, LLC	$8.7M	172,493	Added
7	Valeo Financial Advisors, LLC	$8.6M	170,871	Added
8	YHB Investment Advisors, Inc.	$8.3M	163,460	Trimmed
9	Leverty Financial Group, LLC	$6.6M	131,413	Added
10	Graves Light Lenhart Wealth, Inc.	$6.4M	126,802	Added
11	Invariant Investment Management	$2.9M	56,929	Added
12	Sunburst Financial Group, LLC	$2.3M	45,952	Trimmed
13	Legacy Private Trust Co.	$2.2M	43,433	Trimmed
14	PFW Advisors LLC	$2.0M	39,141	Added
15	Cooper Financial Group	$1.9M	37,199	Trimmed
16	Galvin, Gaustad & Stein, LLC	$1.8M	34,664	Added
17	Peterson Wealth Advisors, LLC	$1.4M	26,813	Trimmed
18	THRYVE WEALTH MANAGEMENT LLC	$1.2M	22,839	Added
19	Mallini Complete Financial Planning LLC	$767,865	15,187	Added
20	Acropolis Investment Management, LLC	$664,763	13,148	Hold
21	Aletheian Wealth Advisors LLC	$575,171	11,376	Added
22	Apella Capital, LLC	$567,392	11,220	Added
23	COLLECTIVE FAMILY OFFICE LLC	$547,464	10,828	New
24	AVAII WEALTH MANAGEMENT, LLC	$476,882	9,432	Trimmed
25	Sincerus Advisory, LLC	$467,208	9,241	Added

Source: SEC Form 13F filings · as of 2026-09-30