Filing Research | J P MORGAN EXCHANGE TRADED F Institutional Holdings

Snapshot holdings

50 / 77 loaded

#		Instrument	quantity
1	FSM Wealth Advisors, LLC	Shares	1.4MSH	$66.7M
2	Hughes Financial Services, LLC	Shares	495.0KSH	$23.9M
3	Midwest Financial Partners Investments, Inc.	Shares	482.6KSH	$23.3M
4	Apella Capital, LLC	Shares	441.4KSH	$21.3M
5	KMG FIDUCIARY PARTNERS, LLC	Shares	366.2KSH	$17.7M
6	Certified Advisory Corp	Shares	364.8KSH	$17.6M
7	Peak Financial Management, Inc.	Shares	357.6KSH	$17.3M
8	CGN Advisors LLC	Shares	232.3KSH	$11.2M
9	ACIMA PRIVATE WEALTH, LLC	Shares	215.4KSH	$10.4M
10	ARQ WEALTH ADVISORS, LLC	Shares	207.4KSH	$9.9M
11	Fiduciary Alliance LLC	Shares	185.0KSH	$8.9M
12	Cadent Capital Advisors, LLC	Shares	168.6KSH	$8.2M
13	Broadway Wealth Solutions, Inc.	Shares	165.6KSH	$8.0M
14	Ignite Planners, LLC	Shares	163.2KSH	$7.9M
15	Financial Management Professionals, Inc.	Shares	159.3KSH	$7.7M
16	Windsor Capital Management, LLC	Shares	153.9KSH	$7.4M
17	PATTON ALBERTSON MILLER GROUP, LLC	Shares	150.3KSH	$7.3M
18	Sonoma Allocations LLC	Shares	150.3KSH	$7.3M
19	CARY STREET PARTNERS FINANCIAL LLC	Shares	147.7KSH	$7.1M
20	Avior Wealth Management, LLC	Shares	146.8KSH	$7.1M
21	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	129.2KSH	$6.2M
22	Econ Financial Services Corp	Shares	126.0KSH	$6.1M
23	Winter & Associates, Inc.	Shares	125.0KSH	$6.0M
24	LexAurum Advisors, LLC	Shares	119.9KSH	$5.8M
25	Refined Wealth Management	Shares	119.4KSH	$5.8M
26	Elmwood Wealth Management, Inc.	Shares	111.0KSH	$5.4M
27	Cedar Mountain Advisors, LLC	Shares	108.1KSH	$5.2M
28	ARKANSAS FINANCIAL GROUP, INC.	Shares	103.5KSH	$5.0M
29	Roof Eidam Maycock Peralta, LLC	Shares	97.7KSH	$4.7M
30	New Capital Management LP	Shares	84.8KSH	$4.1M
31	White & Co Financial Planning Inc	Shares	77.9KSH	$3.8M
32	Etesian Wealth Advisors, Inc.	Shares	74.5KSH	$3.6M
33	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	72.8KSH	$3.5M
34	ADAMSBROWN WEALTH CONSULTANTS LLC	Shares	65.2KSH	$3.2M
35	RIVERSEDGE ADVISORS, LLC	Shares	61.2KSH	$3.0M
36	IFP Advisors, Inc	Shares	59.6KSH	$2.9M
37	Bouvel Investment Partners, LLC	Shares	55.3KSH	$2.7M
38	Total Clarity Wealth Management, Inc.	Shares	54.5KSH	$2.6M
39	Systelligence, LLC	Shares	49.4KSH	$2.4M
40	InTrack Investment Management Inc	Shares	43.4KSH	$2.1M
41	Financial Partners Group, Inc	Shares	40.3KSH	$2.0M
42	Beta Wealth Group, Inc.	Shares	38.0KSH	$1.8M
43	TriaGen Wealth Management LLC	Shares	34.4KSH	$1.7M
44	J.W. COLE ADVISORS, INC.	Shares	34.4KSH	$1.7M
45	Wealthcare Advisory Partners LLC	Shares	29.8KSH	$1.4M
46	Dynamic Advisor Solutions LLC	Shares	27.6KSH	$1.3M
47	First Bank & Trust	Shares	21.6KSH	$1.0M
48	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	20.1KSH	$967.9K
49	Prospera Financial Services Inc	Shares	14.2KSH	$685.1K
50	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	14.2KSH	$682.4K

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

50 / 82 loaded

#		Instrument
1	FSM Wealth Advisors, LLC added	Shares	+214.2K	+$11.0M	$66.7M
2	ARQ WEALTH ADVISORS, LLC new	Shares	+207.4K	+$9.9M	$9.9M
3	PATTON ALBERTSON MILLER GROUP, LLC added	Shares	+137.0K	+$6.6M	$7.3M
4	IFP Advisors, Inc added	Shares	+59.4K	+$2.9M	$2.9M
5	Avior Wealth Management, LLC added	Shares	+57.8K	+$2.8M	$7.1M
6	Winter & Associates, Inc. added	Shares	+54.7K	+$2.7M	$6.0M
7	Hughes Financial Services, LLC added	Shares	+43.5K	+$2.3M	$23.9M
8	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+42.5K	+$2.1M	$7.1M
9	Total Clarity Wealth Management, Inc. added	Shares	+36.7K	+$1.8M	$2.6M
10	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+31.4K	+$1.5M	$3.5M
11	Midwest Financial Partners Investments, Inc. added	Shares	+26.7K	+$1.5M	$23.3M
12	Apella Capital, LLC added	Shares	+29.8K	+$1.3M	$21.3M
13	Peak Financial Management, Inc. added	Shares	+13.5K	+$835.8K	$17.3M
14	LexAurum Advisors, LLC added	Shares	+16.1K	+$834.6K	$5.8M
15	Certified Advisory Corp added	Shares	+13.2K	+$826.5K	$17.6M
16	Financial Management Professionals, Inc. added	Shares	+14.5K	+$777.9K	$7.7M
17	CGN Advisors LLC added	Shares	+12.2K	+$708.9K	$11.2M
18	Broadway Wealth Solutions, Inc. added	Shares	+12.9K	+$704.5K	$8.0M
19	Etesian Wealth Advisors, Inc. added	Shares	+13.6K	+$689.9K	$3.6M
20	KMG FIDUCIARY PARTNERS, LLC added	Shares	+10.0K	+$672.3K	$17.7M
21	InTrack Investment Management Inc added	Shares	+12.2K	+$608.8K	$2.1M
22	Red Mountain Financial, LLC new	Shares	+11.3K	+$547.9K	$547.9K
23	First Bank & Trust added	Shares	+10.3K	+$506.0K	$1.0M
24	XY Planning Network, Inc. new	Shares	+10.2K	+$493.3K	$493.3K
25	ARKANSAS FINANCIAL GROUP, INC. added	Shares	+9.7K	+$490.9K	$5.0M
26	Cadent Capital Advisors, LLC added	Shares	+8.4K	+$489.8K	$8.2M
27	Sonoma Allocations LLC added	Shares	+8.1K	+$465.7K	$7.3M
28	Econ Financial Services Corp added	Shares	+6.9K	+$398.1K	$6.1M
29	White & Co Financial Planning Inc added	Shares	+6.8K	+$366.7K	$3.8M
30	ACIMA PRIVATE WEALTH, LLC added	Shares	+4.4K	+$324.2K	$10.4M
31	Fiduciary Alliance LLC added	Shares	+6.2K	+$299.3K	$8.9M
32	BOURGEON CAPITAL MANAGEMENT LLC new	Shares	+6.1K	+$294.9K	$294.9K
33	Bouvel Investment Partners, LLC added	Shares	+5.4K	+$287.5K	$2.7M
34	Roof Eidam Maycock Peralta, LLC added	Shares	+4.5K	+$268.1K	$4.7M
35	Ignite Planners, LLC added	Shares	+3.7K	+$266.0K	$7.9M
36	Elmwood Wealth Management, Inc. added	Shares	+4.0K	+$252.1K	$5.4M
37	J.W. COLE ADVISORS, INC. added	Shares	+4.7K	+$244.4K	$1.7M
38	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.8K	+$239.5K	$967.9K
39	Refined Wealth Management added	Shares	+2.8K	+$195.1K	$5.8M
40	Windsor Capital Management, LLC added	Shares	+2.3K	+$193.4K	$7.4M
41	Cedar Mountain Advisors, LLC added	Shares	+2.7K	+$184.3K	$5.2M
42	Dynamic Advisor Solutions LLC added	Shares	+3.4K	+$178.0K	$1.3M
43	HALBERT HARGROVE GLOBAL ADVISORS, LLC added	Shares	+1.6K	+$144.7K	$6.2M
44	Prospera Financial Services Inc added	Shares	+2.3K	+$118.7K	$685.1K
45	First Heartland Consultants, Inc. added	Shares	+2.2K	+$107.7K	$390.0K
46	Friday Financial added	Shares	+1.8K	+$88.1K	$290.2K
47	RIVERSEDGE ADVISORS, LLC added	Shares	+1.1K	+$84.9K	$3.0M
48	EverSource Wealth Advisors, LLC added	Shares	+1.6K	+$81.0K	$278.4K
49	New Capital Management LP added	Shares	+714	+$79.1K	$4.1M
50	Redhawk Wealth Advisors, Inc. added	Shares	+1.4K	+$72.8K	$451.7K

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