Filing Research | J P MORGAN EXCHANGE TRADED F Institutional Holdings

Snapshot holdings

41 / 41 loaded

#		Instrument	quantity
1	Acropolis Investment Management, LLC	Shares	2.1MSH	$105.5M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.0MSH	$98.7M
3	JOHNSON INVESTMENT COUNSEL INC	Shares	1.6MSH	$79.8M
4	Ocean Park Asset Management, LLC	Shares	901.0KSH	$45.7M
5	Bill Few Associates, Inc.	Shares	855.9KSH	$43.4M
6	Goelzer Investment Management, Inc.	Shares	807.9KSH	$40.9M
7	FIRST NATIONAL BANK SIOUX FALLS	Shares	611.8KSH	$31.2M
8	Abacus Planning Group, Inc.	Shares	383.5KSH	$19.4M
9	Choice Wealth Advisors LLC	Shares	337.2KSH	$17.1M
10	TrustBank	Shares	260.3KSH	$13.2M
11	Envestnet Portfolio Solutions, Inc.	Shares	170.8KSH	$8.7M
12	Wealth Enhancement Trust Services, Inc.	Shares	105.3KSH	$5.3M
13	Central Pacific Bank - Trust Division	Shares	95.1KSH	$4.8M
14	Cornerstone Wealth Management, LLC	Shares	87.2KSH	$4.4M
15	BREAKTHRU ADVISORY SERVICES, LLC	Shares	84.2KSH	$4.3M
16	Perennial Advisors, LLC	Shares	44.3KSH	$2.2M
17	Independence Bank of Kentucky	Shares	41.9KSH	$2.1M
18	DAVENPORT & Co LLC	Shares	31.6KSH	$1.6M
19	RFG Advisory, LLC	Shares	28.2KSH	$1.4M
20	PFG Advisors	Shares	20.9KSH	$1.1M
21	YARGER WEALTH STRATEGIES, LLC	Shares	14.9KSH	$750.3K
22	AAF Wealth Management, LLC	Shares	13.1KSH	$664.9K
23	Centurion Wealth Management LLC	Shares	12.2KSH	$620.8K
24	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	10.3KSH	$523.4K
25	D.A. DAVIDSON & CO.	Shares	9.3KSH	$470.6K
26	MassMutual Private Wealth & Trust, FSB	Shares	8.3KSH	$418.4K
27	EVOLUTION WEALTH MANAGEMENT INC.	Shares	992SH	$50.3K
28	BFSG, LLC	Shares	709SH	$35.9K
29	CoreCap Advisors, LLC	Shares	681SH	$34.5K
30	Signature Resources Capital Management, LLC	Shares	669SH	$33.9K
31	LRI Investments, LLC	Shares	591SH	$30.0K
32	Financial Perspectives, Inc	Shares	473SH	$24.0K
33	LANARK FINANCIAL, INC.	Shares	451SH	$22.9K
34	Aventura Private Wealth, LLC	Shares	340SH	$17.2K
35	JFS WEALTH ADVISORS, LLC	Shares	315SH	$16.0K
36	Triumph Capital Management	Shares	304SH	$15.4K
37	YANKCOM Partnership	Shares	304SH	$15.4K
38	COUNTRY TRUST BANK	Shares	290SH	$14.7K
39	1620 INVESTMENT ADVISORS, INC.	Shares	22SH	$1.1K
40	VIMA LLC	Shares	10SH	$507
41	HIGHLINE WEALTH PARTNERS LLC	Shares	6SH	$316

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

49 / 49 loaded

#		Instrument
1	Acropolis Investment Management, LLC added	Shares	+355.8K	+$17.5M	$105.5M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+99.7K	+$4.0M	$98.7M
3	Bill Few Associates, Inc. added	Shares	+79.1K	+$3.8M	$43.4M
4	RFG Advisory, LLC new	Shares	+28.2K	+$1.4M	$1.4M
5	Choice Wealth Advisors LLC added	Shares	+12.7K	+$537.5K	$17.1M
6	Perennial Advisors, LLC added	Shares	+7.2K	+$352.2K	$2.2M
7	Wealth Enhancement Trust Services, Inc. added	Shares	+6.9K	+$320.4K	$5.3M
8	CoreCap Advisors, LLC added	Shares	+394	+$19.8K	$34.5K
9	Cornerstone Wealth Management, LLC added	Shares	+876	+$16.8K	$4.4M
10	JFS WEALTH ADVISORS, LLC new	Shares	+315	+$16.0K	$16.0K
11	YANKCOM Partnership new	Shares	+304	+$15.4K	$15.4K
12	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+150	+$4.3K	$523.4K
13	AAF Wealth Management, LLC added	Shares	+98	+$808	$664.9K
14	HIGHLINE WEALTH PARTNERS LLC new	Shares	+6	+$316	$316
15	Financial Perspectives, Inc added	Shares	+5	+$105	$24.0K
16	FIRST NATIONAL BANK SIOUX FALLS unchanged	Shares	0	$0	$31.2M
17	1620 INVESTMENT ADVISORS, INC. unchanged	Shares	0	-$7	$1.1K
18	COUNTRY TRUST BANK unchanged	Shares	0	-$93	$14.7K
19	Triumph Capital Management unchanged	Shares	0	-$97	$15.4K
20	Aventura Private Wealth, LLC unchanged	Shares	0	-$108	$17.2K
21	LRI Investments, LLC unchanged	Shares	0	-$189	$30.0K
22	Signature Resources Capital Management, LLC unchanged	Shares	0	-$214	$33.9K
23	BFSG, LLC unchanged	Shares	0	-$226	$35.9K
24	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	-$317	$50.3K
25	Farther Finance Advisors, LLC exited	Shares	-13	-$661	$0
26	Sound Income Strategies, LLC exited	Shares	-27	-$1.4K	$0
27	MassMutual Private Wealth & Trust, FSB added	Shares	+15	-$1.9K	$418.4K
28	LANARK FINANCIAL, INC. trimmed	Shares	-47	-$2.6K	$22.9K
29	D.A. DAVIDSON & CO. unchanged	Shares	0	-$3.0K	$470.6K
30	VSM Wealth Advisory, LLC exited	Shares	-176	-$9.0K	$0
31	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC exited	Shares	-225	-$11.4K	$0
32	Investors Research Corp exited	Shares	-267	-$13.6K	$0
33	GAMMA Investing LLC exited	Shares	-312	-$15.9K	$0
34	DAVENPORT & Co LLC trimmed	Shares	-307	-$25.8K	$1.6M
35	PFG Advisors trimmed	Shares	-561	-$35.3K	$1.1M
36	TrustBank added	Shares	+629	-$51.2K	$13.2M
37	Hughes Financial Services, LLC exited	Shares	-1.2K	-$62.4K	$0
38	Mascoma Wealth Management LLC exited	Shares	-1.6K	-$83.1K	$0
39	Independence Bank of Kentucky trimmed	Shares	-3.1K	-$169.6K	$2.1M
40	Ocean Park Asset Management, LLC unchanged	Shares	0	-$288.3K	$45.7M
41	Centurion Wealth Management LLC trimmed	Shares	-6.6K	-$342.2K	$620.8K
42	YARGER WEALTH STRATEGIES, LLC trimmed	Shares	-6.8K	-$357.4K	$750.3K
43	BREAKTHRU ADVISORY SERVICES, LLC trimmed	Shares	-7.0K	-$385.8K	$4.3M
44	JOHNSON INVESTMENT COUNSEL INC added	Shares	+1.7K	-$415.7K	$79.8M
45	Certified Advisory Corp exited	Shares	-11.6K	-$589.3K	$0
46	Goelzer Investment Management, Inc. trimmed	Shares	-11.7K	-$853.3K	$40.9M
47	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-23.2K	-$1.2M	$8.7M
48	Central Pacific Bank - Trust Division trimmed	Shares	-40.2K	-$2.1M	$4.8M
49	Abacus Planning Group, Inc. trimmed	Shares	-84.3K	-$4.4M	$19.4M