Filing Research | J P MORGAN EXCHANGE TRADED F Institutional Holdings

Snapshot holdings

50 / 132 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	867.4KSH	$79.5M
2	Goldstein Advisors, LLC	Shares	700.4KSH	$69.0M
3	Avior Wealth Management, LLC	Shares	689.0KSH	$67.9M
4	GGM Financial LLC	Shares	610.1KSH	$60.2M
5	Provenance Wealth Advisors, LLC	Shares	559.5KSH	$55.2M
6	STEPH & CO	Shares	522.6KSH	$51.5M
7	Berman McAleer LLC	Shares	457.6KSH	$45.1M
8	Trust Co	Shares	420.1KSH	$41.4M
9	Advantage Trust Co	Shares	286.5KSH	$28.2M
10	Sequoia Financial Advisors, LLC	Shares	278.1KSH	$27.4M
11	Aprio Wealth Management, LLC	Shares	258.2KSH	$25.5M
12	Crumly & Associates Inc.	Shares	248.6KSH	$24.5M
13	ORRSTOWN FINANCIAL SERVICES INC	Shares	242.0KSH	$23.9M
14	Allegheny Financial Group	Shares	227.3KSH	$22.4M
15	Arlington Financial Advisors, LLC	Shares	213.6KSH	$21.1M
16	Wagner Wealth Management, LLC	Shares	208.3KSH	$20.5M
17	CARY STREET PARTNERS FINANCIAL LLC	Shares	201.0KSH	$19.8M
18	Sprinkle Financial Consultants LLC	Shares	190.2KSH	$18.8M
19	D.A. DAVIDSON & CO.	Shares	174.1KSH	$17.2M
20	Foundry Financial Group, Inc.	Shares	141.7KSH	$14.0M
21	Farther Finance Advisors, LLC	Shares	116.5KSH	$11.5M
22	Greenbush Financial Group, LLC	Shares	110.4KSH	$10.9M
23	PENOBSCOT WEALTH MANAGEMENT	Shares	107.0KSH	$10.5M
24	LexAurum Advisors, LLC	Shares	103.5KSH	$10.2M
25	Copper Harbor Investment Advisors, LLC	Shares	102.6KSH	$10.1M
26	Strategic Blueprint, LLC	Shares	101.9KSH	$10.0M
27	EXCHANGE TRADED CONCEPTS, LLC	Shares	93.7KSH	$9.2M
28	MN Wealth Advisors, LLC	Shares	88.1KSH	$8.7M
29	Aurdan Capital Management, LLC	Shares	88.1KSH	$8.7M
30	Selby Wealth Management, LLC	Shares	87.2KSH	$8.6M
31	Guided Capital Wealth Management, LLC	Shares	86.9KSH	$8.6M
32	Welch Financial Planning, LLC	Shares	83.2KSH	$8.2M
33	YARGER WEALTH STRATEGIES, LLC	Shares	68.4KSH	$6.6M
34	DAVENPORT & Co LLC	Shares	64.4KSH	$6.3M
35	Echo Wealth Management, LLC	Shares	60.4KSH	$6.0M
36	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	54.3KSH	$5.4M
37	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	52.9KSH	$5.2M
38	QUANTUM FINANCIAL PARTNERS LLC	Shares	52.7KSH	$5.2M
39	Patriot Financial Group Insurance Agency, LLC	Shares	47.1KSH	$4.6M
40	Formidable Asset Management, LLC	Shares	54.8KSH	$4.6M
41	Broadway Wealth Solutions, Inc.	Shares	46.6KSH	$4.6M
42	NorthCrest Asset Manangement, LLC	Shares	46.0KSH	$4.4M
43	IFP Advisors, Inc	Shares	43.9KSH	$4.3M
44	Purus Wealth Management, LLC	Shares	41.5KSH	$4.1M
45	Golden State Wealth Management, LLC	Shares	40.1KSH	$4.0M
46	Prospera Financial Services Inc	Shares	36.4KSH	$3.6M
47	Cornerstone Wealth Management, LLC	Shares	35.3KSH	$3.5M
48	VAQUERO PRIVATE WEALTH, LTD	Shares	34.9KSH	$3.4M
49	VIMA LLC	Shares	32.8KSH	$3.2M
50	Fermata Advisors, LLC	Shares	32.6KSH	$3.2M

Scroll to load more

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

50 / 134 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+54.2K	+$13.8M	$79.5M
2	Goldstein Advisors, LLC added	Shares	+22.0K	+$11.7M	$69.0M
3	Farther Finance Advisors, LLC added	Shares	+92.5K	+$9.4M	$11.5M
4	GGM Financial LLC added	Shares	+9.0K	+$9.3M	$60.2M
5	Provenance Wealth Advisors, LLC added	Shares	+627	+$7.9M	$55.2M
6	Allegheny Financial Group added	Shares	+55.0K	+$7.9M	$22.4M
7	STEPH & CO added	Shares	+4.6K	+$7.7M	$51.5M
8	Berman McAleer LLC added	Shares	+4.3K	+$6.8M	$45.1M
9	DAVENPORT & Co LLC added	Shares	+59.3K	+$5.9M	$6.3M
10	Trust Co trimmed	Shares	-1.8K	+$5.8M	$41.4M
11	Advantage Trust Co added	Shares	+918	+$4.1M	$28.2M
12	Wagner Wealth Management, LLC added	Shares	+13.3K	+$4.1M	$20.5M
13	ORRSTOWN FINANCIAL SERVICES INC added	Shares	+7.1K	+$4.0M	$23.9M
14	LexAurum Advisors, LLC added	Shares	+23.3K	+$3.4M	$10.2M
15	Sprinkle Financial Consultants LLC added	Shares	+8.4K	+$3.4M	$18.8M
16	Arlington Financial Advisors, LLC added	Shares	+2.0K	+$3.2M	$21.1M
17	Crumly & Associates Inc. trimmed	Shares	-5.2K	+$3.1M	$24.5M
18	Foundry Financial Group, Inc. added	Shares	+5.5K	+$2.5M	$14.0M
19	Aurdan Capital Management, LLC added	Shares	+12.1K	+$2.3M	$8.7M
20	J.W. COLE ADVISORS, INC. new	Shares	+22.2K	+$2.2M	$2.2M
21	Greenbush Financial Group, LLC added	Shares	+4.7K	+$1.9M	$10.9M
22	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+6.9K	+$1.9M	$9.2M
23	D.A. DAVIDSON & CO. trimmed	Shares	-9.0K	+$1.7M	$17.2M
24	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+10.8K	+$1.7M	$5.4M
25	Strategic Blueprint, LLC added	Shares	+2.0K	+$1.6M	$10.0M
26	PENOBSCOT WEALTH MANAGEMENT trimmed	Shares	-884	+$1.4M	$10.5M
27	Sequoia Financial Advisors, LLC trimmed	Shares	-29.8K	+$1.4M	$27.4M
28	Guided Capital Wealth Management, LLC added	Shares	+460	+$1.3M	$8.6M
29	Selby Wealth Management, LLC trimmed	Shares	-467	+$1.2M	$8.6M
30	YARGER WEALTH STRATEGIES, LLC added	Shares	+3.9K	+$1.2M	$6.6M
31	Echo Wealth Management, LLC added	Shares	+3.7K	+$1.2M	$6.0M
32	IFP Advisors, Inc added	Shares	+5.6K	+$1.1M	$4.3M
33	GK Wealth Management LLC new	Shares	+10.6K	+$1.0M	$1.0M
34	Cornerstone Wealth Management, LLC added	Shares	+5.7K	+$981.1K	$3.5M
35	Bright Futures Wealth Management, LLC. new	Shares	+9.7K	+$958.2K	$958.2K
36	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+2.1K	+$924.4K	$5.2M
37	Avior Wealth Management, LLC trimmed	Shares	-104.2K	+$889.4K	$67.9M
38	Golden State Wealth Management, LLC added	Shares	+3.4K	+$851.5K	$4.0M
39	Purus Wealth Management, LLC added	Shares	+3.0K	+$834.7K	$4.1M
40	Broadway Wealth Solutions, Inc. added	Shares	+1.6K	+$788.6K	$4.6M
41	NorthCrest Asset Manangement, LLC added	Shares	+2.0K	+$688.5K	$4.4M
42	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+1.1K	+$508.2K	$2.9M
43	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+2.8K	+$482.2K	$1.7M
44	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+4.7K	+$460.2K	$460.2K
45	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+1.7K	+$450.7K	$2.2M
46	Fermata Advisors, LLC trimmed	Shares	-161	+$445.7K	$3.2M
47	MISSION WEALTH MANAGEMENT, LP new	Shares	+4.3K	+$422.5K	$422.5K
48	Bill Few Associates, Inc. added	Shares	+379	+$401.1K	$2.6M
49	Dynamic Advisor Solutions LLC new	Shares	+3.9K	+$389.1K	$389.1K
50	UNIQUE WEALTH, LLC added	Shares	+1.7K	+$360.8K	$1.5M

Scroll to load more