Filing Research | J P MORGAN EXCHANGE TRADED F Institutional Holdings

Snapshot holdings

50 / 170 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.6MSH	$132.5M
2	Asio Capital, LLC	Shares	965.3KSH	$48.9M
3	COLLECTIVE FAMILY OFFICE LLC	Shares	728.1KSH	$36.9M
4	AllGen Financial Advisors, Inc.	Shares	664.7KSH	$33.7M
5	ABLE Financial Group, LLC	Shares	582.5KSH	$29.5M
6	Avidian Wealth Enterprises, LLC	Shares	504.0KSH	$25.5M
7	Syntegra Private Wealth Group, LLC	Shares	485.0KSH	$24.6M
8	Amplius Wealth Advisors, LLC	Shares	470.6KSH	$23.8M
9	Clear Trail Advisors, LLC	Shares	369.7KSH	$18.7M
10	Apollon Wealth Management, LLC	Shares	356.3KSH	$18.0M
11	Nolet Wealth Management, LLC	Shares	346.5KSH	$17.6M
12	CGN Advisors LLC	Shares	345.2KSH	$17.5M
13	ARQ WEALTH ADVISORS, LLC	Shares	336.2KSH	$16.8M
14	Wealth Alliance Advisory Group, LLC	Shares	323.9KSH	$16.4M
15	Harbor Group, Inc.	Shares	313.2KSH	$15.9M
16	Chesley Taft & Associates LLC	Shares	312.2KSH	$15.8M
17	Magnus Financial Group LLC	Shares	289.7KSH	$14.7M
18	Hartford Financial Management Inc.	Shares	257.2KSH	$13.0M
19	Leverty Financial Group, LLC	Shares	224.3KSH	$11.4M
20	Rosenberg Matthew Hamilton	Shares	210.9KSH	$10.7M
21	Cornerstone Wealth Management, LLC	Shares	209.6KSH	$10.6M
22	Keudell/Morrison Wealth Management	Shares	204.6KSH	$10.4M
23	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	204.0KSH	$10.3M
24	Summit Financial Strategies, Inc.	Shares	160.9KSH	$8.1M
25	21 West Wealth Management LLC	Shares	159.6KSH	$8.1M
26	Skyline Advisors, Inc.	Shares	158.1KSH	$8.0M
27	BAKER TILLY WEALTH MANAGEMENT, LLC	Shares	149.6KSH	$7.6M
28	Sequoia Financial Advisors, LLC	Shares	144.0KSH	$7.3M
29	Newman Dignan & Sheerar, Inc.	Shares	137.0KSH	$6.9M
30	AdvisorNet Financial, Inc	Shares	136.0KSH	$6.9M
31	Merit Financial Group, LLC	Shares	135.8KSH	$6.9M
32	JFS WEALTH ADVISORS, LLC	Shares	132.2KSH	$6.7M
33	Boston Standard Wealth Management, LLC	Shares	109.9KSH	$5.5M
34	Crumly & Associates Inc.	Shares	105.5KSH	$5.3M
35	BENJAMIN EDWARDS INC	Shares	101.9KSH	$5.2M
36	Shotwell Rutter Baer Inc	Shares	101.2KSH	$5.1M
37	Hughes Financial Services, LLC	Shares	97.6KSH	$4.9M
38	Red Mountain Financial, LLC	Shares	81.3KSH	$4.1M
39	Copper Harbor Investment Advisors, LLC	Shares	76.6KSH	$3.9M
40	Capital Advisors Wealth Management, LLC	Shares	76.1KSH	$3.9M
41	Unique Wealth Strategies, LLC	Shares	73.9KSH	$3.7M
42	Intrua Financial, LLC	Shares	68.4KSH	$3.5M
43	FMA Wealth Management, LLC	Shares	67.9KSH	$3.4M
44	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	66.6KSH	$3.4M
45	Opal Wealth Advisors, LLC	Shares	62.7KSH	$3.2M
46	Leslie Global Wealth, LLC	Shares	62.6KSH	$3.2M
47	Presidio Capital Management, LLC	Shares	60.2KSH	$3.1M
48	First Financial Bank - Trust Division	Shares	57.7KSH	$2.9M
49	Investment Planning Advisors, Inc.	Shares	57.7KSH	$2.9M
50	Hennion & Walsh Asset Management, Inc.	Shares	55.6KSH	$2.8M

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

50 / 174 loaded

#		Instrument
1	AllGen Financial Advisors, Inc. added	Shares	+431.9K	+$22.0M	$33.7M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+361.4K	+$18.8M	$132.5M
3	ARQ WEALTH ADVISORS, LLC new	Shares	+336.2K	+$16.8M	$16.8M
4	Syntegra Private Wealth Group, LLC added	Shares	+267.4K	+$13.7M	$24.6M
5	ABLE Financial Group, LLC added	Shares	+91.1K	+$4.9M	$29.5M
6	Amplius Wealth Advisors, LLC added	Shares	+86.0K	+$4.6M	$23.8M
7	Clear Trail Advisors, LLC added	Shares	+84.5K	+$4.5M	$18.7M
8	Apollon Wealth Management, LLC added	Shares	+62.1K	+$3.3M	$18.0M
9	Leslie Global Wealth, LLC new	Shares	+62.6K	+$3.2M	$3.2M
10	Asio Capital, LLC added	Shares	+47.1K	+$3.0M	$48.9M
11	UNIQUE WEALTH, LLC added	Shares	+46.4K	+$2.4M	$2.8M
12	Crumly & Associates Inc. added	Shares	+42.2K	+$2.2M	$5.3M
13	J.W. COLE ADVISORS, INC. new	Shares	+35.4K	+$1.8M	$1.8M
14	Chesley Taft & Associates LLC added	Shares	+31.5K	+$1.8M	$15.8M
15	Avidian Wealth Enterprises, LLC added	Shares	+27.4K	+$1.7M	$25.5M
16	Rosenberg Matthew Hamilton added	Shares	+25.3K	+$1.4M	$10.7M
17	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new	Shares	+24.4K	+$1.2M	$1.2M
18	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new	Shares	+20.5K	+$1.0M	$1.0M
19	BAKER TILLY WEALTH MANAGEMENT, LLC added	Shares	+18.7K	+$1.0M	$7.6M
20	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+15.8K	+$927.6K	$10.3M
21	Family Investment Center, Inc. added	Shares	+16.7K	+$856.8K	$1.5M
22	Magnus Financial Group LLC added	Shares	+12.7K	+$826.2K	$14.7M
23	COLLECTIVE FAMILY OFFICE LLC added	Shares	+5.6K	+$765.7K	$36.9M
24	BENJAMIN EDWARDS INC added	Shares	+13.7K	+$751.3K	$5.2M
25	Cornerstone Wealth Management, LLC added	Shares	+11.7K	+$723.9K	$10.6M
26	Presidio Capital Management, LLC added	Shares	+12.1K	+$646.4K	$3.1M
27	Boyd Wealth Management, LLC added	Shares	+12.3K	+$627.1K	$1.1M
28	Conrad Siegel Investment Advisors, Inc. added	Shares	+12.0K	+$613.8K	$1.1M
29	Red Mountain Financial, LLC added	Shares	+10.6K	+$583.4K	$4.1M
30	Wealth Alliance Advisory Group, LLC added	Shares	+7.0K	+$565.2K	$16.4M
31	Aurdan Capital Management, LLC new	Shares	+11.1K	+$562.9K	$562.9K
32	Friday Financial added	Shares	+10.8K	+$553.6K	$1.5M
33	Shotwell Rutter Baer Inc added	Shares	+9.2K	+$524.7K	$5.1M
34	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC added	Shares	+9.5K	+$511.3K	$2.6M
35	First Financial Bank - Trust Division added	Shares	+9.0K	+$489.8K	$2.9M
36	Hughes Financial Services, LLC added	Shares	+8.2K	+$473.3K	$4.9M
37	Putney Financial Group LLC new	Shares	+8.5K	+$428.1K	$428.1K
38	JFS WEALTH ADVISORS, LLC added	Shares	+6.6K	+$420.2K	$6.7M
39	Centerline Wealth Advisors, LLC added	Shares	+8.1K	+$420.0K	$1.0M
40	Keudell/Morrison Wealth Management added	Shares	+5.7K	+$419.7K	$10.4M
41	21 West Wealth Management LLC added	Shares	+6.3K	+$418.8K	$8.1M
42	Harbor Group, Inc. added	Shares	+4.2K	+$415.9K	$15.9M
43	Newman Dignan & Sheerar, Inc. added	Shares	+6.2K	+$399.4K	$6.9M
44	Crane Advisory, LLC added	Shares	+7.9K	+$396.8K	$817.3K
45	XY Planning Network, Inc. new	Shares	+7.7K	+$391.2K	$391.2K
46	1015 Capital Partners, LLC added	Shares	+7.1K	+$388.5K	$2.6M
47	Embree Financial Group new	Shares	+6.5K	+$327.4K	$327.4K
48	B. Riley Wealth Advisors, Inc. new	Shares	+5.9K	+$297.6K	$297.6K
49	Hennion & Walsh Asset Management, Inc. added	Shares	+4.9K	+$283.6K	$2.8M
50	Summit Financial Strategies, Inc. added	Shares	+3.4K	+$276.2K	$8.1M

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