Filing Research | J P MORGAN EXCHANGE TRADED F Institutional Holdings

Snapshot holdings

50 / 201 loaded

#		Instrument	quantity
1	WEATHERLY ASSET MANAGEMENT L. P.	Shares	727.5KSH	$37.1M
2	CWA Asset Management Group, LLC	Shares	601.1KSH	$30.7M
3	Trust Co	Shares	532.3KSH	$27.1M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	524.3KSH	$26.7M
5	FSM Wealth Advisors, LLC	Shares	508.8KSH	$25.9M
6	Global Wealth Management, LLC	Shares	502.4KSH	$25.6M
7	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	442.8KSH	$22.6M
8	Interchange Capital Partners, LLC	Shares	359.9KSH	$18.4M
9	Gradient Investments LLC	Shares	356.8KSH	$18.2M
10	Red Door Wealth Management, LLC	Shares	310.2KSH	$15.8M
11	Chesley Taft & Associates LLC	Shares	285.3KSH	$14.6M
12	Boothe Investment Group, Inc.	Shares	274.3KSH	$14.0M
13	Rosenberg Matthew Hamilton	Shares	262.7KSH	$13.4M
14	Farther Finance Advisors, LLC	Shares	260.4KSH	$13.3M
15	Sequoia Financial Advisors, LLC	Shares	257.9KSH	$13.2M
16	MBM WEALTH CONSULTANTS, LLC	Shares	245.7KSH	$12.5M
17	Opal Wealth Advisors, LLC	Shares	224.8KSH	$11.5M
18	Avidian Wealth Enterprises, LLC	Shares	218.3KSH	$11.1M
19	DAVIDSON INVESTMENT ADVISORS	Shares	209.4KSH	$10.7M
20	Valeo Financial Advisors, LLC	Shares	166.7KSH	$8.5M
21	YHB Investment Advisors, Inc.	Shares	165.6KSH	$8.4M
22	Great Point Wealth Advisors, LLC	Shares	161.7KSH	$8.2M
23	Elmwood Wealth Management, Inc.	Shares	149.4KSH	$7.6M
24	Capital Advisors Wealth Management, LLC	Shares	130.1KSH	$6.6M
25	Mainsail Financial Group, LLC	Shares	128.5KSH	$6.6M
26	StrongBox Wealth, LLC	Shares	126.7KSH	$6.5M
27	WEBSTERROGERS FINANCIAL ADVISORS, LLC	Shares	125.4KSH	$6.4M
28	Graves Light Lenhart Wealth, Inc.	Shares	122.1KSH	$6.2M
29	ALBION FINANCIAL GROUP /UT	Shares	120.9KSH	$6.2M
30	Stewardship Advisors, LLC	Shares	119.2KSH	$6.1M
31	ERn Financial, LLC	Shares	115.9KSH	$5.9M
32	Roof Eidam Maycock Peralta, LLC	Shares	115.5KSH	$5.9M
33	LPWM LLC	Shares	112.3KSH	$5.7M
34	Forza Wealth Management, LLC	Shares	106.4KSH	$5.4M
35	Revolve Wealth Partners, LLC	Shares	105.0KSH	$5.4M
36	Leverty Financial Group, LLC	Shares	99.0KSH	$5.0M
37	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	97.3KSH	$5.0M
38	DAVENPORT & Co LLC	Shares	94.9KSH	$4.8M
39	Perennial Advisors, LLC	Shares	78.9KSH	$4.0M
40	BRANDYWINE OAK PRIVATE WEALTH LLC	Shares	76.8KSH	$3.9M
41	HIGHLINE WEALTH PARTNERS LLC	Shares	74.3KSH	$3.8M
42	Legacy Private Trust Co.	Shares	69.5KSH	$3.5M
43	IFP Advisors, Inc	Shares	64.8KSH	$3.3M
44	Clarity Asset Management, Inc.	Shares	64.6KSH	$3.3M
45	NavPoint Financial, Inc.	Shares	59.8KSH	$3.1M
46	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	59.8KSH	$3.0M
47	Wealthcare Advisory Partners LLC	Shares	59.5KSH	$3.0M
48	Richard P Slaughter Associates Inc	Shares	59.2KSH	$3.0M
49	Red Mountain Financial, LLC	Shares	58.4KSH	$3.0M
50	Invariant Investment Management	Shares	56.9KSH	$2.9M

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

50 / 212 loaded

#		Instrument
1	Interchange Capital Partners, LLC added	Shares	+140.9K	+$7.2M	$18.4M
2	Red Door Wealth Management, LLC added	Shares	+135.0K	+$6.9M	$15.8M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+130.4K	+$6.7M	$26.7M
4	DAVENPORT & Co LLC added	Shares	+86.9K	+$4.4M	$4.8M
5	Gradient Investments LLC added	Shares	+84.4K	+$4.3M	$18.2M
6	CWA Asset Management Group, LLC added	Shares	+59.0K	+$3.0M	$30.7M
7	Farther Finance Advisors, LLC added	Shares	+57.5K	+$2.9M	$13.3M
8	Revolve Wealth Partners, LLC added	Shares	+55.9K	+$2.9M	$5.4M
9	Chesley Taft & Associates LLC added	Shares	+55.5K	+$2.8M	$14.6M
10	MISSION WEALTH MANAGEMENT, LP new	Shares	+43.4K	+$2.2M	$2.2M
11	YHB Investment Advisors, Inc. added	Shares	+41.2K	+$2.1M	$8.4M
12	Legacy Private Trust Co. added	Shares	+37.9K	+$1.9M	$3.5M
13	Mainsail Financial Group, LLC added	Shares	+36.4K	+$1.9M	$6.6M
14	FSM Wealth Advisors, LLC added	Shares	+31.7K	+$1.6M	$25.9M
15	Stewardship Advisors, LLC added	Shares	+28.7K	+$1.5M	$6.1M
16	BEACON INVESTMENT ADVISORY SERVICES, INC. added	Shares	+24.2K	+$1.2M	$5.0M
17	Leverty Financial Group, LLC added	Shares	+23.3K	+$1.2M	$5.0M
18	LPWM LLC added	Shares	+22.9K	+$1.2M	$5.7M
19	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+22.1K	+$1.1M	$1.8M
20	Impact Capital Partners LLC added	Shares	+21.0K	+$1.1M	$1.4M
21	Composition Wealth, LLC new	Shares	+20.5K	+$1.0M	$1.0M
22	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new	Shares	+19.8K	+$1.0M	$1.0M
23	Bison Wealth, LLC added	Shares	+18.3K	+$932.0K	$1.3M
24	Shum Financial Group, Inc. added	Shares	+17.1K	+$874.7K	$1.7M
25	Red Mountain Financial, LLC added	Shares	+16.2K	+$828.3K	$3.0M
26	Security Financial Services, INC. added	Shares	+13.7K	+$701.4K	$2.6M
27	XY Planning Network, Inc. new	Shares	+12.9K	+$659.5K	$659.5K
28	Goelzer Investment Management, Inc. added	Shares	+12.1K	+$618.4K	$2.1M
29	Trust Co added	Shares	+11.8K	+$612.2K	$27.1M
30	HIGHLINE WEALTH PARTNERS LLC added	Shares	+10.6K	+$544.2K	$3.8M
31	ERn Financial, LLC added	Shares	+10.4K	+$533.5K	$5.9M
32	StrongBox Wealth, LLC added	Shares	+9.5K	+$488.7K	$6.5M
33	MBM WEALTH CONSULTANTS, LLC added	Shares	+9.1K	+$470.1K	$12.5M
34	FOUNDERS GROVE WEALTH PARTNERS, LLC added	Shares	+9.1K	+$467.1K	$1.9M
35	Graves Light Lenhart Wealth, Inc. added	Shares	+9.0K	+$460.8K	$6.2M
36	UNIQUE WEALTH, LLC added	Shares	+8.7K	+$441.5K	$872.4K
37	PFW Advisors LLC added	Shares	+7.0K	+$355.5K	$1.2M
38	Opal Wealth Advisors, LLC added	Shares	+6.9K	+$354.0K	$11.5M
39	Paradigm, Strategies in Wealth Management, LLC added	Shares	+6.5K	+$331.1K	$1.6M
40	Aurdan Capital Management, LLC new	Shares	+5.6K	+$286.8K	$286.8K
41	HARBOUR INVESTMENT MANAGEMENT LLC added	Shares	+5.3K	+$270.6K	$1.9M
42	WEBSTER BANK, N. A. added	Shares	+5.2K	+$264.3K	$1.2M
43	CWC Advisors, LLC. new	Shares	+5.0K	+$257.1K	$257.1K
44	Thoma Capital Management LLC new	Shares	+5.0K	+$255.6K	$255.6K
45	ENCOMPASS WEALTH ADVISORS, LLC added	Shares	+4.9K	+$251.5K	$2.5M
46	SpringVest Wealth Management LLC new	Shares	+4.4K	+$224.4K	$224.4K
47	PEAK FINANCIAL ADVISORS LLC added	Shares	+4.3K	+$219.3K	$450.0K
48	Allegheny Financial Group new	Shares	+4.2K	+$213.9K	$213.9K
49	ALBION FINANCIAL GROUP /UT added	Shares	+4.1K	+$212.2K	$6.2M
50	Paladin Wealth, LLC added	Shares	+4.1K	+$209.5K	$1.0M

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