Filing Research | J P MORGAN EXCHANGE TRADED F Institutional Holdings

Snapshot holdings

50 / 52 loaded

#		Instrument	quantity
1	Composition Wealth, LLC	Shares	397.7KSH	$44.4M
2	Hughes Financial Services, LLC	Shares	381.6KSH	$42.6M
3	Pine Valley Investments Ltd Liability Co	Shares	150.8KSH	$16.8M
4	ERn Financial, LLC	Shares	120.3KSH	$13.4M
5	Foundry Financial Group, Inc.	Shares	85.9KSH	$9.6M
6	Welch Financial Planning, LLC	Shares	79.0KSH	$8.8M
7	Hartford Financial Management Inc.	Shares	69.2KSH	$7.7M
8	YARGER WEALTH STRATEGIES, LLC	Shares	73.4KSH	$7.7M
9	Guided Capital Wealth Management, LLC	Shares	45.6KSH	$5.1M
10	Integras Partners LLC	Shares	43.4KSH	$4.8M
11	GENESIS PRIVATE WEALTH, LLC	Shares	40.1KSH	$4.5M
12	Symphony Financial Services, Inc.	Shares	33.9KSH	$3.8M
13	INDEPENDENT FINANCIAL GROUP, LLC	Shares	30.5KSH	$3.4M
14	BLVD Private Wealth, LLC	Shares	21.4KSH	$2.4M
15	Base Wealth Management LLC	Shares	20.0KSH	$2.2M
16	ATTICUS WEALTH MANAGEMENT, LLC	Shares	19.7KSH	$2.2M
17	Triumph Capital Management	Shares	18.0KSH	$2.0M
18	MBL Wealth, LLC	Shares	16.3KSH	$1.8M
19	Wagner Wealth Management, LLC	Shares	13.2KSH	$1.5M
20	Paradigm, Strategies in Wealth Management, LLC	Shares	12.3KSH	$1.4M
21	Archford Capital Strategies, LLC	Shares	12.0KSH	$1.3M
22	FULTON BANK, N.A.	Shares	11.8KSH	$1.3M
23	MATTERN CAPITAL MANAGEMENT, LLC	Shares	10.2KSH	$1.1M
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	9.0KSH	$945.6K
25	Ignite Planners, LLC	Shares	8.1KSH	$905.5K
26	IFP Advisors, Inc	Shares	8.0KSH	$894.5K
27	Cooper Financial Group	Shares	7.1KSH	$792.5K
28	55 North Private Wealth, LLC	Shares	6.7KSH	$745.7K
29	Avidian Wealth Enterprises, LLC	Shares	5.0KSH	$556.5K
30	Mountain Capital Investment Advisors Inc.	Shares	4.5KSH	$500.7K
31	CARY STREET PARTNERS FINANCIAL LLC	Shares	3.9KSH	$429.5K
32	Fermata Advisors, LLC	Shares	3.8KSH	$427.4K
33	Cordoba Advisory Partners LLC	Shares	3.7KSH	$413.2K
34	SFG Wealth Management, LLC.	Shares	3.7KSH	$410.5K
35	Cambridge Advisors Inc.	Shares	3.4KSH	$381.2K
36	Red Mountain Financial, LLC	Shares	2.8KSH	$310.3K
37	J.W. COLE ADVISORS, INC.	Shares	2.4KSH	$265.5K
38	LEGACY SOLUTIONS, LLC	Shares	2.3KSH	$255.7K
39	Apollon Wealth Management, LLC	Shares	1.9KSH	$215.3K
40	Security National Bank	Shares	1.5KSH	$163.8K
41	STEPH & CO	Shares	1.3KSH	$145.0K
42	Aventura Private Wealth, LLC	Shares	902SH	$100.6K
43	Capital Investment Advisory Services, LLC	Shares	623SH	$69.5K
44	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	475SH	$51.5K
45	Farther Finance Advisors, LLC	Shares	285SH	$31.8K
46	Bangor Savings Bank	Shares	261SH	$29.1K
47	GODSEY & GIBB, INC	Shares	197SH	$22.0K
48	Spire Wealth Management	Shares	110SH	$12.3K
49	GILPIN WEALTH MANAGEMENT, LLC	Shares	92SH	$10.3K
50	Ritter Daniher Financial Advisory LLC / DE	Shares	84SH	$9.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 54 loaded

#		Instrument
1	Composition Wealth, LLC added	Shares	+30.9K	+$15.2M	$44.4M
2	Hughes Financial Services, LLC added	Shares	+1.7K	+$12.3M	$42.6M
3	Pine Valley Investments Ltd Liability Co added	Shares	+8.4K	+$5.5M	$16.8M
4	ERn Financial, LLC added	Shares	+1.3K	+$4.0M	$13.4M
5	GENESIS PRIVATE WEALTH, LLC added	Shares	+27.0K	+$3.4M	$4.5M
6	Foundry Financial Group, Inc. trimmed	Shares	-7.3K	+$2.2M	$9.6M
7	YARGER WEALTH STRATEGIES, LLC added	Shares	+2.0K	+$2.0M	$7.7M
8	Hartford Financial Management Inc. trimmed	Shares	-2.9K	+$2.0M	$7.7M
9	Welch Financial Planning, LLC trimmed	Shares	-9.5K	+$1.8M	$8.8M
10	Guided Capital Wealth Management, LLC trimmed	Shares	-197	+$1.4M	$5.1M
11	Integras Partners LLC trimmed	Shares	-919	+$1.3M	$4.8M
12	FULTON BANK, N.A. new	Shares	+11.8K	+$1.3M	$1.3M
13	Symphony Financial Services, Inc. added	Shares	+2.1K	+$1.2M	$3.8M
14	Paradigm, Strategies in Wealth Management, LLC added	Shares	+9.2K	+$1.1M	$1.4M
15	ATTICUS WEALTH MANAGEMENT, LLC added	Shares	+5.3K	+$1.1M	$2.2M
16	BLVD Private Wealth, LLC trimmed	Shares	-543	+$641.7K	$2.4M
17	MATTERN CAPITAL MANAGEMENT, LLC added	Shares	+3.1K	+$572.4K	$1.1M
18	Base Wealth Management LLC trimmed	Shares	-1.6K	+$514.3K	$2.2M
19	Wagner Wealth Management, LLC added	Shares	+1.0K	+$507.0K	$1.5M
20	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-6.8K	+$437.8K	$3.4M
21	Archford Capital Strategies, LLC added	Shares	+480	+$422.0K	$1.3M
22	IFP Advisors, Inc added	Shares	+2.0K	+$413.1K	$894.5K
23	Triumph Capital Management trimmed	Shares	-3.2K	+$320.7K	$2.0M
24	Ignite Planners, LLC added	Shares	+355	+$288.9K	$905.5K
25	J.W. COLE ADVISORS, INC. new	Shares	+2.4K	+$265.5K	$265.5K
26	LEGACY SOLUTIONS, LLC new	Shares	+2.3K	+$255.7K	$255.7K
27	Apollon Wealth Management, LLC new	Shares	+1.9K	+$215.3K	$215.3K
28	55 North Private Wealth, LLC unchanged	Shares	0	+$214.0K	$745.7K
29	Cooper Financial Group trimmed	Shares	-497	+$187.9K	$792.5K
30	Security National Bank new	Shares	+1.5K	+$163.8K	$163.8K
31	Avidian Wealth Enterprises, LLC unchanged	Shares	0	+$159.7K	$556.5K
32	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$123.2K	$429.5K
33	Fermata Advisors, LLC unchanged	Shares	0	+$122.6K	$427.4K
34	Cordoba Advisory Partners LLC unchanged	Shares	0	+$118.6K	$413.2K
35	Cambridge Advisors Inc. trimmed	Shares	-24	+$107.5K	$381.2K
36	Red Mountain Financial, LLC added	Shares	+199	+$104.9K	$310.3K
37	Aventura Private Wealth, LLC new	Shares	+902	+$100.6K	$100.6K
38	SFG Wealth Management, LLC. trimmed	Shares	-485	+$79.2K	$410.5K
39	STEPH & CO unchanged	Shares	0	+$41.6K	$145.0K
40	Mountain Capital Investment Advisors Inc. trimmed	Shares	-477	+$31.0K	$500.7K
41	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$13.1K	$51.5K
42	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+80	+$9.3K	$10.3K
43	Farther Finance Advisors, LLC unchanged	Shares	0	+$8.8K	$31.8K
44	Bangor Savings Bank unchanged	Shares	0	+$8.4K	$29.1K
45	GODSEY & GIBB, INC unchanged	Shares	0	+$6.3K	$22.0K
46	Capital Investment Advisory Services, LLC trimmed	Shares	-178	+$5.8K	$69.5K
47	Spire Wealth Management unchanged	Shares	0	+$3.5K	$12.3K
48	Ritter Daniher Financial Advisory LLC / DE unchanged	Shares	0	+$2.7K	$9.4K
49	Ulland Investment Advisors, LLC trimmed	Shares	-355	+$628	$2.3K
50	HALBERT HARGROVE GLOBAL ADVISORS, LLC unchanged	Shares	0	+$64	$224

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