Filing Research | J P MORGAN EXCHANGE TRADED F Institutional Holdings

Snapshot holdings

44 / 44 loaded

#		Instrument	quantity
1	Legacy CG, LLC	Shares	402.6KSH	$31.3M
2	Curbstone Financial Management Corp	Shares	64.4KSH	$5.0M
3	Secure Asset Management, LLC	Shares	58.5KSH	$4.5M
4	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	Shares	46.3KSH	$3.6M
5	BRANDYWINE OAK PRIVATE WEALTH LLC	Shares	31.7KSH	$2.5M
6	Nolet Wealth Management, LLC	Shares	30.3KSH	$2.4M
7	AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	Shares	21.2KSH	$1.7M
8	KELLY FINANCIAL GROUP LLC	Shares	19.9KSH	$1.5M
9	MN Wealth Advisors, LLC	Shares	19.1KSH	$1.5M
10	Wealthcare Advisory Partners LLC	Shares	13.0KSH	$1.0M
11	Yoffe Investment Management, LLC	Shares	10.6KSH	$827.7K
12	Mechanics Bank Trust Department	Shares	8.5KSH	$664.9K
13	Crewe Advisors LLC	Shares	7.2KSH	$563.8K
14	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	7.0KSH	$545.9K
15	Cedarwood Wealth LLC	Shares	6.7KSH	$519.4K
16	SUMMITRY LLC	Shares	5.7KSH	$443.1K
17	TRUST CO OF TOLEDO NA /OH/	Shares	4.4KSH	$338.9K
18	Morton Capital Management LLC/CA	Shares	4.3KSH	$333.4K
19	FSM Wealth Advisors, LLC	Shares	4.3KSH	$331.8K
20	Diversified Trust Co	Shares	4.3KSH	$330.8K
21	Ballentine Partners, LLC	Shares	4.1KSH	$321.2K
22	Summit Financial Wealth Advisors, LLC	Shares	3.3KSH	$255.8K
23	Canvas Wealth Advisors, LLC	Shares	2.7KSH	$212.3K
24	EASTERN BANK	Shares	2.4KSH	$182.8K
25	Farther Finance Advisors, LLC	Shares	2.3KSH	$178.0K
26	Golden State Wealth Management, LLC	Shares	1.8KSH	$140.9K
27	AdvisorNet Financial, Inc	Shares	1.6KSH	$124.0K
28	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.5KSH	$117.9K
29	ARMSTRONG ADVISORY GROUP, INC	Shares	1.1KSH	$88.7K
30	Spire Wealth Management	Shares	916SH	$71.2K
31	Arlington Trust Co LLC	Shares	720SH	$56.0K
32	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	476SH	$37.0K
33	GAMMA Investing LLC	Shares	358SH	$27.8K
34	Ares Financial Consulting, LLC	Shares	254SH	$19.8K
35	SIGNATUREFD, LLC	Shares	212SH	$16.5K
36	LANARK FINANCIAL, INC.	Shares	140SH	$10.9K
37	IFP Advisors, Inc	Shares	113SH	$8.8K
38	Fortis Group Advisors, LLC	Shares	44SH	$3.4K
39	Aventura Private Wealth, LLC	Shares	43SH	$3.3K
40	Oakworth Capital, Inc.	Shares	27SH	$2.1K
41	CoreCap Advisors, LLC	Shares	12SH	$933
42	EverSource Wealth Advisors, LLC	Shares	6SH	$467
43	PARK AVENUE SECURITIES LLC	Shares	4.3KSH	$336
44	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	1SH	$78

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

50 / 55 loaded

#		Instrument
1	Secure Asset Management, LLC added	Shares	+4.8K	+$662.8K	$4.5M
2	SUMMITRY LLC new	Shares	+5.7K	+$443.1K	$443.1K
3	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. added	Shares	+1.8K	+$376.7K	$3.6M
4	Curbstone Financial Management Corp added	Shares	+410	+$374.8K	$5.0M
5	Summit Financial Wealth Advisors, LLC new	Shares	+3.3K	+$255.8K	$255.8K
6	Canvas Wealth Advisors, LLC new	Shares	+2.7K	+$212.3K	$212.3K
7	Nolet Wealth Management, LLC unchanged	Shares	0	+$162.2K	$2.4M
8	Mechanics Bank Trust Department added	Shares	+1.6K	+$160.2K	$664.9K
9	Farther Finance Advisors, LLC added	Shares	+2.0K	+$158.9K	$178.0K
10	BRANDYWINE OAK PRIVATE WEALTH LLC trimmed	Shares	-338	+$145.3K	$2.5M
11	Golden State Wealth Management, LLC new	Shares	+1.8K	+$140.9K	$140.9K
12	MN Wealth Advisors, LLC trimmed	Shares	-7	+$101.9K	$1.5M
13	Wealthcare Advisory Partners LLC added	Shares	+365	+$96.3K	$1.0M
14	Legacy CG, LLC trimmed	Shares	-28.6K	+$90.0K	$31.3M
15	Ballentine Partners, LLC added	Shares	+530	+$60.5K	$321.2K
16	Yoffe Investment Management, LLC unchanged	Shares	0	+$57.0K	$827.7K
17	Arlington Trust Co LLC added	Shares	+492	+$39.5K	$56.0K
18	Crewe Advisors LLC unchanged	Shares	0	+$38.9K	$563.8K
19	EVERGREEN CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$37.6K	$545.9K
20	Cedarwood Wealth LLC unchanged	Shares	0	+$35.8K	$519.4K
21	Morton Capital Management LLC/CA added	Shares	+125	+$32.0K	$333.4K
22	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$23.4K	$338.9K
23	FSM Wealth Advisors, LLC unchanged	Shares	0	+$22.9K	$331.8K
24	Diversified Trust Co unchanged	Shares	0	+$22.8K	$330.8K
25	Ares Financial Consulting, LLC new	Shares	+254	+$19.8K	$19.8K
26	EASTERN BANK unchanged	Shares	0	+$12.6K	$182.8K
27	KELLY FINANCIAL GROUP LLC trimmed	Shares	-1.3K	+$9.4K	$1.5M
28	AdvisorNet Financial, Inc unchanged	Shares	0	+$8.5K	$124.0K
29	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$6.1K	$88.7K
30	Spire Wealth Management unchanged	Shares	0	+$4.9K	$71.2K
31	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$2.6K	$37.0K
32	Oakworth Capital, Inc. new	Shares	+27	+$2.1K	$2.1K
33	GAMMA Investing LLC unchanged	Shares	0	+$1.9K	$27.8K
34	SIGNATUREFD, LLC unchanged	Shares	0	+$1.1K	$16.5K
35	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-62	+$691	$117.9K
36	Fortis Group Advisors, LLC unchanged	Shares	0	+$236	$3.4K
37	Aventura Private Wealth, LLC unchanged	Shares	0	+$230	$3.3K
38	CoreCap Advisors, LLC unchanged	Shares	0	+$64	$933
39	PARK AVENUE SECURITIES LLC added	Shares	+426	+$54	$336
40	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$33	$467
41	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$3	$78
42	Global Wealth Strategies & Associates exited	Shares	-2	-$145	$0
43	SENTINEL TRUST CO LBA exited	Shares	-9.0K	-$653	$0
44	LANARK FINANCIAL, INC. trimmed	Shares	-20	-$698	$10.9K
45	IFP Advisors, Inc trimmed	Shares	-21	-$915	$8.8K
46	Activest Wealth Management exited	Shares	-26	-$1.9K	$0
47	Wilkerson Advisory Group LLC exited	Shares	-54	-$3.9K	$0
48	ALBION FINANCIAL GROUP /UT exited	Shares	-64	-$4.6K	$0
49	Sound Income Strategies, LLC exited	Shares	-99	-$7.3K	$0
50	AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP trimmed	Shares	-2.5K	-$83.4K	$1.7M

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