Filing Research | J P MORGAN EXCHANGE TRADED F Institutional Holdings

Snapshot holdings

50 / 159 loaded

#		Instrument	quantity
1	FACTORY MUTUAL INSURANCE CO	Shares	8.0MSH	$374.7M
2	Legacy Wealth Management, LLC	Shares	4.1MSH	$190.5M
3	Valeo Financial Advisors, LLC	Shares	3.1MSH	$138.1M
4	Summit Financial Strategies, Inc.	Shares	2.8MSH	$131.5M
5	Confluence Wealth Services, Inc.	Shares	2.4MSH	$111.1M
6	First Pacific Financial	Shares	2.1MSH	$97.3M
7	CGN Advisors LLC	Shares	1.9MSH	$90.9M
8	Bogart Wealth, LLC	Shares	1.7MSH	$80.5M
9	Hughes Financial Services, LLC	Shares	1.6MSH	$76.1M
10	SENTINEL PENSION ADVISORS, LLC	Shares	1.3MSH	$62.1M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.3MSH	$61.8M
12	Wiser Wealth Management, Inc	Shares	1.3MSH	$61.7M
13	Harbor Group, Inc.	Shares	1.1MSH	$51.4M
14	VOISARD ASSET MANAGEMENT GROUP, INC.	Shares	861.3KSH	$40.4M
15	Avidian Wealth Enterprises, LLC	Shares	805.7KSH	$37.8M
16	Hartford Financial Management Inc.	Shares	768.5KSH	$36.1M
17	Apella Capital, LLC	Shares	692.5KSH	$32.2M
18	KELLY FINANCIAL GROUP LLC	Shares	686.8KSH	$32.2M
19	Ocean Park Asset Management, LLC	Shares	622.4KSH	$29.2M
20	D.A. DAVIDSON & CO.	Shares	618.0KSH	$29.0M
21	Mascoma Wealth Management LLC	Shares	600.2KSH	$28.2M
22	Magnus Financial Group LLC	Shares	531.4KSH	$24.9M
23	Spire Wealth Management	Shares	531.1KSH	$24.9M
24	Bond & Devick Financial Network, Inc.	Shares	480.8KSH	$22.6M
25	Trinity Legacy Partners, LLC	Shares	443.2KSH	$20.6M
26	Selby Wealth Management, LLC	Shares	419.3KSH	$19.7M
27	RIVERCHASE WEALTH MANAGEMENT, LLC	Shares	403.6KSH	$18.9M
28	BankPlus Wealth Management LLC	Shares	371.1KSH	$17.4M
29	Financial Partners Group, Inc	Shares	352.1KSH	$16.5M
30	FMA Wealth Management, LLC	Shares	308.7KSH	$14.5M
31	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	303.5KSH	$14.2M
32	LAWOOD & CO	Shares	292.7KSH	$13.7M
33	ACIMA PRIVATE WEALTH, LLC	Shares	291.6KSH	$13.7M
34	MBL Wealth, LLC	Shares	290.4KSH	$13.6M
35	JFS WEALTH ADVISORS, LLC	Shares	286.9KSH	$13.5M
36	Econ Financial Services Corp	Shares	286.2KSH	$13.4M
37	EXCHANGE TRADED CONCEPTS, LLC	Shares	265.7KSH	$12.5M
38	Clarity Wealth Advisors, LLC	Shares	262.6KSH	$12.3M
39	Greenbush Financial Group, LLC	Shares	259.6KSH	$12.2M
40	SMITHBRIDGE ASSET MANAGEMENT INC/DE	Shares	257.1KSH	$12.1M
41	Sprinkle Financial Consultants LLC	Shares	255.5KSH	$12.0M
42	FLOYD FINANCIAL GROUP LLC	Shares	253.3KSH	$11.8M
43	BridgePort Financial Solutions, LLC	Shares	243.1KSH	$11.4M
44	Embree Financial Group	Shares	229.7KSH	$10.8M
45	Farther Finance Advisors, LLC	Shares	225.8KSH	$10.6M
46	Newman Dignan & Sheerar, Inc.	Shares	214.1KSH	$10.1M
47	5T Wealth, LLC	Shares	192.0KSH	$9.0M
48	Shore Point Advisors, LLC	Shares	182.9KSH	$8.6M
49	Base Wealth Management LLC	Shares	179.3KSH	$8.4M
50	Ignite Planners, LLC	Shares	174.1KSH	$8.2M

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

50 / 168 loaded

#		Instrument
1	FACTORY MUTUAL INSURANCE CO added	Shares	+2.1M	+$99.5M	$374.7M
2	Ocean Park Asset Management, LLC new	Shares	+622.4K	+$29.2M	$29.2M
3	Confluence Wealth Services, Inc. added	Shares	+537.0K	+$24.9M	$111.1M
4	LAWOOD & CO new	Shares	+292.7K	+$13.7M	$13.7M
5	Valeo Financial Advisors, LLC added	Shares	+220.5K	+$10.0M	$138.1M
6	Newman Dignan & Sheerar, Inc. added	Shares	+186.1K	+$8.7M	$10.1M
7	Legacy Wealth Management, LLC added	Shares	+190.0K	+$8.4M	$190.5M
8	Summit Financial Strategies, Inc. added	Shares	+161.2K	+$7.2M	$131.5M
9	Shore Point Advisors, LLC added	Shares	+152.2K	+$7.1M	$8.6M
10	Bogart Wealth, LLC added	Shares	+145.4K	+$6.6M	$80.5M
11	CGN Advisors LLC added	Shares	+135.3K	+$6.1M	$90.9M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+141.7K	+$6.0M	$61.8M
13	Farther Finance Advisors, LLC added	Shares	+127.7K	+$6.0M	$10.6M
14	Hughes Financial Services, LLC added	Shares	+113.7K	+$5.1M	$76.1M
15	D.A. DAVIDSON & CO. added	Shares	+77.6K	+$3.6M	$29.0M
16	VOISARD ASSET MANAGEMENT GROUP, INC. added	Shares	+77.0K	+$3.5M	$40.4M
17	First Pacific Financial added	Shares	+66.9K	+$2.9M	$97.3M
18	MBL Wealth, LLC added	Shares	+61.4K	+$2.9M	$13.6M
19	Hartford Financial Management Inc. added	Shares	+62.4K	+$2.8M	$36.1M
20	SENTINEL PENSION ADVISORS, LLC added	Shares	+70.0K	+$2.6M	$62.1M
21	KOM Wealth Management Group, LLC added	Shares	+47.2K	+$2.2M	$6.8M
22	Econ Financial Services Corp added	Shares	+44.7K	+$2.1M	$13.4M
23	Trinity Legacy Partners, LLC added	Shares	+50.2K	+$2.0M	$20.6M
24	Embree Financial Group added	Shares	+41.7K	+$1.9M	$10.8M
25	Emerald Advisors, LLC new	Shares	+38.8K	+$1.8M	$1.8M
26	Mascoma Wealth Management LLC added	Shares	+38.9K	+$1.7M	$28.2M
27	Magnus Financial Group LLC added	Shares	+37.6K	+$1.7M	$24.9M
28	Apella Capital, LLC added	Shares	+45.8K	+$1.6M	$32.2M
29	Sprinkle Financial Consultants LLC added	Shares	+32.5K	+$1.5M	$12.0M
30	KELLY FINANCIAL GROUP LLC added	Shares	+33.5K	+$1.5M	$32.2M
31	Avidian Wealth Enterprises, LLC added	Shares	+33.7K	+$1.5M	$37.8M
32	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+29.5K	+$1.3M	$14.2M
33	Aprio Wealth Management, LLC added	Shares	+27.6K	+$1.3M	$1.5M
34	FLOYD FINANCIAL GROUP LLC added	Shares	+31.4K	+$1.3M	$11.8M
35	Base Wealth Management LLC added	Shares	+27.0K	+$1.2M	$8.4M
36	Financial Partners Group, Inc added	Shares	+27.4K	+$1.2M	$16.5M
37	Wiser Wealth Management, Inc added	Shares	+29.6K	+$1.2M	$61.7M
38	Selby Wealth Management, LLC added	Shares	+25.4K	+$1.1M	$19.7M
39	Greenbush Financial Group, LLC added	Shares	+23.8K	+$1.1M	$12.2M
40	Bond & Devick Financial Network, Inc. added	Shares	+23.4K	+$1.0M	$22.6M
41	COURIER CAPITAL LLC added	Shares	+20.6K	+$951.5K	$6.2M
42	Harbor Group, Inc. added	Shares	+22.9K	+$926.0K	$51.4M
43	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC new	Shares	+18.4K	+$863.6K	$863.6K
44	Clarity Wealth Advisors, LLC added	Shares	+17.8K	+$800.8K	$12.3M
45	BLUEDOOR PRIVATE WEALTH, LLC added	Shares	+15.8K	+$731.5K	$4.8M
46	Greenline Wealth Management LLC added	Shares	+15.3K	+$709.9K	$2.9M
47	BankPlus Wealth Management LLC added	Shares	+15.6K	+$680.2K	$17.4M
48	JFS WEALTH ADVISORS, LLC added	Shares	+15.1K	+$672.5K	$13.5M
49	MEMBERS WEALTH LLC new	Shares	+14.3K	+$668.9K	$668.9K
50	BOYUM WEALTH ARCHITECTS LLC added	Shares	+13.2K	+$584.6K	$3.0M

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