Filing Research | J P MORGAN EXCHANGE TRADED F Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	KELLY FINANCIAL GROUP LLC	Shares	490.2KSH	$31.3M
2	BURKETT FINANCIAL SERVICES, LLC	Shares	347.3KSH	$22.2M
3	Wagner Wealth Management, LLC	Shares	191.8KSH	$12.3M
4	Advantage Trust Co	Shares	186.0KSH	$11.9M
5	5T Wealth, LLC	Shares	53.1KSH	$3.4M
6	Fortitude Financial, LLC	Shares	25.9KSH	$1.7M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	22.8KSH	$1.4M
8	First Bank & Trust	Shares	21.4KSH	$1.4M
9	Formidable Asset Management, LLC	Shares	26.0KSH	$1.4M
10	Nautilus Advisors LLC	Shares	20.6KSH	$1.3M
11	UNIQUE WEALTH, LLC	Shares	19.4KSH	$1.2M
12	Farther Finance Advisors, LLC	Shares	18.1KSH	$1.2M
13	MassMutual Private Wealth & Trust, FSB	Shares	13.5KSH	$859.3K
14	Saxony Capital Management, LLC	Shares	12.1KSH	$775.6K
15	Composition Wealth, LLC	Shares	8.3KSH	$527.7K
16	BENJAMIN EDWARDS INC	Shares	8.1KSH	$519.5K
17	IFP Advisors, Inc	Shares	7.3KSH	$469.1K
18	AdvisorNet Financial, Inc	Shares	5.5KSH	$350.3K
19	Dynamic Advisor Solutions LLC	Shares	5.2KSH	$331.6K
20	FIRETHORN WEALTH PARTNERS, LLC	Shares	4.9KSH	$310.3K
21	MN Wealth Advisors, LLC	Shares	4.7KSH	$300.3K
22	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	4.7KSH	$298.4K
23	Emergent Wealth Advisors, LLC	Shares	4.2KSH	$268.6K
24	Ignite Planners, LLC	Shares	3.2KSH	$202.2K
25	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	374SH	$23.3K
26	LGT Financial Advisors LLC	Shares	271SH	$17.3K
27	HARBOR INVESTMENT ADVISORY, LLC	Shares	40SH	$2.6K
28	Spire Wealth Management	Shares	37SH	$2.4K
29	CARY STREET PARTNERS FINANCIAL LLC	Shares	36SH	$2.3K
30	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	15SH	$958

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

32 / 32 loaded

#		Instrument
1	BURKETT FINANCIAL SERVICES, LLC added	Shares	+346.5K	+$22.1M	$22.2M
2	KELLY FINANCIAL GROUP LLC added	Shares	+6.4K	+$6.1M	$31.3M
3	Advantage Trust Co added	Shares	+11.5K	+$2.8M	$11.9M
4	Wagner Wealth Management, LLC added	Shares	+207	+$2.3M	$12.3M
5	Formidable Asset Management, LLC new	Shares	+26.0K	+$1.4M	$1.4M
6	Farther Finance Advisors, LLC added	Shares	+12.5K	+$860.6K	$1.2M
7	UNIQUE WEALTH, LLC added	Shares	+6.9K	+$588.0K	$1.2M
8	5T Wealth, LLC trimmed	Shares	-1.7K	+$542.8K	$3.4M
9	BENJAMIN EDWARDS INC new	Shares	+8.1K	+$519.5K	$519.5K
10	Fortitude Financial, LLC added	Shares	+2.7K	+$446.6K	$1.7M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.9K	+$388.2K	$1.4M
12	First Bank & Trust added	Shares	+2.5K	+$383.4K	$1.4M
13	Nautilus Advisors LLC added	Shares	+226	+$226.0K	$1.3M
14	Ignite Planners, LLC new	Shares	+3.2K	+$202.2K	$202.2K
15	IFP Advisors, Inc added	Shares	+921	+$134.9K	$469.1K
16	Saxony Capital Management, LLC trimmed	Shares	-528	+$116.4K	$775.6K
17	AdvisorNet Financial, Inc added	Shares	+745	+$103.7K	$350.3K
18	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+747	+$94.2K	$298.4K
19	Composition Wealth, LLC trimmed	Shares	-109	+$92.2K	$527.7K
20	Dynamic Advisor Solutions LLC unchanged	Shares	0	+$61.5K	$331.6K
21	MN Wealth Advisors, LLC trimmed	Shares	-81	+$51.5K	$300.3K
22	Emergent Wealth Advisors, LLC trimmed	Shares	-44	+$47.5K	$268.6K
23	FIRETHORN WEALTH PARTNERS, LLC trimmed	Shares	-538	+$29.6K	$310.3K
24	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-2.5K	+$28.9K	$859.3K
25	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$3.6K	$23.3K
26	LGT Financial Advisors LLC unchanged	Shares	0	+$3.2K	$17.3K
27	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$474	$2.6K
28	Spire Wealth Management trimmed	Shares	-2	+$335	$2.4K
29	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$72	$958
30	Sound Income Strategies, LLC exited	Shares	-100	-$5.2K	$0
31	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-847	-$43.6K	$2.3K
32	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors exited	Shares	-13.2K	-$686.0K	$0