Form 13-F position report

J P MORGAN EXCHANGE-TRADED

Reported by MY Wealth Management Inc

JMST CUSIP 46641Q654 Manager CIK 0001827845

Reported 248,782 shares, down 50,638 (16.9%) from the prior quarter.

Reported value -16.7%; share count -16.9% vs. the prior quarter.

Reduced
% of reported 13F value 11.14% This manager · Q3 2025
Shares 248,782 Quarter-end amount reported
Reported value $12,697,833 Fair value at quarter end
Consecutive quarters held 3 Through Q3 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2025-03-31 1930140
2025-06-30 15246466
2025-09-30 12697833
2025-12-31 6055493
2026-03-31 1930140
2026-06-30 7200333
2026-09-30 15059011

Quarterly position history

How this manager's reported quarter-end position changed over time.

7 quarters
Quarterly reported position history for J P MORGAN EXCHANGE-TRADED held by MY Wealth Management Inc.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Added 297,844 +156,661 (111.0%) 10.99% $15,059,011 2026-10-21
Q2 2026 Added 141,183 +103,225 (271.9%) 5.07% $7,200,333 2026-08-07
Q1 2026 Reduced 37,958 -80,917 (-68.1%) 1.87% $1,930,140 2026-05-04
Q4 2025 Reduced 118,875 -129,907 (-52.2%) 5.28% $6,055,493 2026-02-10
Q3 2025 Reduced 248,782 -50,638 (-16.9%) 11.14% $12,697,833 2025-10-15
Q2 2025 Added 299,420 +261,462 (688.8%) 14.61% $15,246,466 2025-07-14
Q1 2025 New 37,958 +37,958 (0.0%) 1.87% $1,930,140 2025-05-06

Who else reported the position

534 managers reported J P MORGAN EXCHANGE-TRADED for Q3 2025.

Managers reporting J P MORGAN EXCHANGE-TRADED in Q3 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Added 3,786,554 +460,157 0.01% $193,265,715 27 qtrs
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added 3,780,629 +168,124 0.13% $192,963,282 18 qtrs
LPL Financial LLC Reduced 2,969,796 -162,371 0.04% $151,578,404 27 qtrs
HB Wealth Management LLC Added 1,733,119 +1,099,860 0.6% $88,458,395 16 qtrs
Resonant Capital Advisors LLC Added 1,420,403 +128,706 4.22% $72,497,370 20 qtrs
FMR LLC Reduced 1,381,602 -38,891 < 0.01% $70,516,953 13 qtrs
WELLS FARGO & COMPANY MN Reduced 1,345,803 -130,273 0.01% $68,689,792 27 qtrs
JPMorgan Chase & Co Added 1,200,503 +188,546 < 0.01% $61,273,683 15 qtrs
Salomon & Ludwin LLC Added 1,150,038 +133,284 5.27% $58,559,935 7 qtrs
WEALTH ENHANCEMENT ADVISORY SERVICES LLC Added 1,070,471 +287,650 0.08% $54,513,750 11 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
September 30, 2025
Filed
October 15, 2025
Filing type
13F-HR
Position type
ULTRA SHT MUNCPL

Voting authority reported

Sole
248,782
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.