Filing Research | J P MORGAN EXCHANGE TRADED F Institutional Holdings

Snapshot holdings

44 / 44 loaded

#		Instrument	quantity
1	Avidian Wealth Enterprises, LLC	Shares	1.2MSH	$71.4M
2	Mainsail Financial Group, LLC	Shares	413.7KSH	$24.3M
3	COLUMBIA ADVISORY PARTNERS LLC	Shares	165.3KSH	$9.7M
4	Apeiron RIA LLC	Shares	164.4KSH	$9.6M
5	Planned Solutions, Inc.	Shares	143.0KSH	$8.4M
6	Oxinas Partners, LLC	Shares	86.8KSH	$5.1M
7	Confluence Wealth Services, Inc.	Shares	53.2KSH	$3.1M
8	BOYUM WEALTH ARCHITECTS LLC	Shares	49.7KSH	$2.9M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	41.4KSH	$2.4M
10	FIFTH THIRD SECURITIES, INC.	Shares	39.1KSH	$2.3M
11	5T Wealth, LLC	Shares	28.0KSH	$1.6M
12	Barnes Wealth Management Group, Inc	Shares	22.8KSH	$1.3M
13	Envestnet Portfolio Solutions, Inc.	Shares	21.3KSH	$1.3M
14	FIRST CITIZENS BANK & TRUST CO	Shares	21.3KSH	$1.3M
15	CARY STREET PARTNERS FINANCIAL LLC	Shares	20.8KSH	$1.2M
16	MN Wealth Advisors, LLC	Shares	18.2KSH	$1.1M
17	Prospera Financial Services Inc	Shares	18.1KSH	$1.1M
18	Gallacher Capital Management LLC	Shares	16.5KSH	$967.1K
19	RFG Advisory, LLC	Shares	14.2KSH	$830.6K
20	Cobblestone Asset Management LLC	Shares	12.9KSH	$756.7K
21	LANARK FINANCIAL, INC.	Shares	12.2KSH	$716.6K
22	MBL Wealth, LLC	Shares	11.0KSH	$645.0K
23	Composition Wealth, LLC	Shares	10.6KSH	$620.6K
24	CoreCap Advisors, LLC	Shares	6.0KSH	$354.5K
25	Blue Trust, Inc.	Shares	5.9KSH	$348.0K
26	Revisor Wealth Management LLC	Shares	5.5KSH	$321.7K
27	MARINO, STRAM & ASSOCIATES LLC	Shares	5.0KSH	$292.6K
28	Monetary Solutions, Ltd	Shares	4.9KSH	$287.7K
29	Spire Wealth Management	Shares	4.9KSH	$285.6K
30	Park Edge Advisors, LLC	Shares	4.8KSH	$278.5K
31	INDEPENDENT FINANCIAL GROUP, LLC	Shares	4.7KSH	$275.6K
32	Accredited Investors Inc.	Shares	4.6KSH	$272.6K
33	Strategic Blueprint, LLC	Shares	4.6KSH	$268.5K
34	TopTier Wealth Management, LLC	Shares	4.1KSH	$239.7K
35	Farther Finance Advisors, LLC	Shares	3.7KSH	$216.0K
36	Intrua Financial, LLC	Shares	3.5KSH	$203.9K
37	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	2.6KSH	$153.7K
38	FIRST HORIZON CORP	Shares	895SH	$52.5K
39	IFP Advisors, Inc	Shares	855SH	$50.1K
40	Lodestone Wealth Management LLC	Shares	719SH	$42.2K
41	Realta Investment Advisors	Shares	600SH	$35.2K
42	Triumph Capital Management	Shares	131SH	$7.7K
43	Versant Capital Management, Inc	Shares	46SH	$2.7K
44	ATWOOD & PALMER INC	Shares	30SH	$1.8K

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

44 / 44 loaded

#		Instrument
1	Avidian Wealth Enterprises, LLC added	Shares	+33.6K	+$13.6M	$71.4M
2	Mainsail Financial Group, LLC added	Shares	+23.0K	+$5.2M	$24.3M
3	COLUMBIA ADVISORY PARTNERS LLC added	Shares	+1.8K	+$1.7M	$9.7M
4	Planned Solutions, Inc. trimmed	Shares	-1.4K	+$1.3M	$8.4M
5	Apeiron RIA LLC trimmed	Shares	-11.0K	+$1.1M	$9.6M
6	Prospera Financial Services Inc new	Shares	+18.1K	+$1.1M	$1.1M
7	RFG Advisory, LLC new	Shares	+14.2K	+$830.6K	$830.6K
8	Oxinas Partners, LLC trimmed	Shares	-3.0K	+$703.7K	$5.1M
9	LANARK FINANCIAL, INC. added	Shares	+10.6K	+$636.7K	$716.6K
10	Confluence Wealth Services, Inc. added	Shares	+1.0K	+$571.0K	$3.1M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.6K	+$499.0K	$2.4M
12	Revisor Wealth Management LLC new	Shares	+5.5K	+$321.7K	$321.7K
13	FIFTH THIRD SECURITIES, INC. trimmed	Shares	-3.4K	+$218.3K	$2.3M
14	Intrua Financial, LLC new	Shares	+3.5K	+$203.9K	$203.9K
15	BOYUM WEALTH ARCHITECTS LLC trimmed	Shares	-203	+$188.9K	$2.9M
16	Barnes Wealth Management Group, Inc trimmed	Shares	-1.1K	+$168.3K	$1.3M
17	MN Wealth Advisors, LLC trimmed	Shares	-250	+$165.9K	$1.1M
18	Farther Finance Advisors, LLC added	Shares	+2.1K	+$138.3K	$216.0K
19	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+2.2K	+$133.3K	$153.7K
20	MBL Wealth, LLC unchanged	Shares	0	+$107.6K	$645.0K
21	Composition Wealth, LLC trimmed	Shares	-730	+$67.8K	$620.6K
22	5T Wealth, LLC trimmed	Shares	-4.5K	+$51.7K	$1.6M
23	MARINO, STRAM & ASSOCIATES LLC added	Shares	+15	+$49.6K	$292.6K
24	Monetary Solutions, Ltd unchanged	Shares	0	+$48.0K	$287.7K
25	Park Edge Advisors, LLC unchanged	Shares	0	+$46.5K	$278.5K
26	INDEPENDENT FINANCIAL GROUP, LLC unchanged	Shares	0	+$46.0K	$275.6K
27	Strategic Blueprint, LLC added	Shares	+18	+$45.6K	$268.5K
28	Accredited Investors Inc. unchanged	Shares	0	+$45.5K	$272.6K
29	Spire Wealth Management trimmed	Shares	-96	+$42.9K	$285.6K
30	CoreCap Advisors, LLC trimmed	Shares	-377	+$40.7K	$354.5K
31	TopTier Wealth Management, LLC unchanged	Shares	0	+$40.0K	$239.7K
32	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-3.3K	+$39.8K	$1.2M
33	IFP Advisors, Inc trimmed	Shares	-13	+$7.7K	$50.1K
34	Realta Investment Advisors unchanged	Shares	0	+$5.9K	$35.2K
35	FIRST HORIZON CORP trimmed	Shares	-65	+$5.6K	$52.5K
36	Triumph Capital Management unchanged	Shares	0	+$1.3K	$7.7K
37	Versant Capital Management, Inc unchanged	Shares	0	+$449	$2.7K
38	ATWOOD & PALMER INC unchanged	Shares	0	+$294	$1.8K
39	Lodestone Wealth Management LLC trimmed	Shares	-284	-$6.9K	$42.2K
40	Cobblestone Asset Management LLC trimmed	Shares	-10.0K	-$363.3K	$756.7K
41	Gallacher Capital Management LLC trimmed	Shares	-19.1K	-$771.6K	$967.1K
42	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-23.8K	-$955.0K	$1.3M
43	FIRST CITIZENS BANK & TRUST CO trimmed	Shares	-26.4K	-$1.1M	$1.3M
44	Blue Trust, Inc. trimmed	Shares	-30.7K	-$1.4M	$348.0K