Filing Research | J P MORGAN EXCHANGE TRADED F Institutional Holdings

Snapshot holdings

50 / 98 loaded

#		Instrument	quantity
1	EASTERN BANK	Shares	2.3MSH	$189.2M
2	FACTORY MUTUAL INSURANCE CO	Shares	1.7MSH	$137.9M
3	Bogart Wealth, LLC	Shares	1.2MSH	$103.0M
4	Conservest Capital Advisors, Inc.	Shares	915.7KSH	$75.5M
5	Hughes Financial Services, LLC	Shares	907.4KSH	$74.8M
6	Richard P Slaughter Associates Inc	Shares	791.7KSH	$65.3M
7	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	745.3KSH	$61.5M
8	First Financial Bank - Trust Division	Shares	506.5KSH	$41.8M
9	CUTLER INVESTMENT COUNSEL LLC	Shares	480.4KSH	$39.6M
10	KELLY FINANCIAL GROUP LLC	Shares	459.1KSH	$37.9M
11	EdgeRock Capital LLC	Shares	378.7KSH	$31.2M
12	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	365.2KSH	$30.1M
13	SAX WEALTH ADVISORS, LLC	Shares	351.7KSH	$26.6M
14	Choice Wealth Advisors LLC	Shares	305.6KSH	$25.2M
15	Family Investment Center, Inc.	Shares	250.1KSH	$20.6M
16	Mascoma Wealth Management LLC	Shares	226.6KSH	$18.7M
17	UNIQUE WEALTH, LLC	Shares	188.6KSH	$15.6M
18	Bryant Woods Investment Advisors, LLC	Shares	164.1KSH	$13.5M
19	SMITHBRIDGE ASSET MANAGEMENT INC/DE	Shares	156.2KSH	$12.9M
20	FULTON BANK, N.A.	Shares	137.8KSH	$11.4M
21	MN Wealth Advisors, LLC	Shares	123.0KSH	$10.1M
22	First National Bank of Mount Dora, Trust Investment Services	Shares	116.1KSH	$9.6M
23	Wagner Wealth Management, LLC	Shares	114.2KSH	$9.4M
24	ARQ WEALTH ADVISORS, LLC	Shares	107.6KSH	$8.9M
25	Base Wealth Management LLC	Shares	101.5KSH	$8.4M
26	Etesian Wealth Advisors, Inc.	Shares	100.5KSH	$8.3M
27	Centerline Wealth Advisors, LLC	Shares	90.7KSH	$7.5M
28	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	76.4KSH	$6.3M
29	Cooper Financial Group	Shares	71.9KSH	$5.9M
30	Apella Capital, LLC	Shares	65.7KSH	$5.4M
31	Aprio Wealth Management, LLC	Shares	54.4KSH	$4.5M
32	Storen Legacy Partners, LLC	Shares	53.5KSH	$4.4M
33	Ignite Planners, LLC	Shares	48.3KSH	$4.0M
34	Golden State Wealth Management, LLC	Shares	44.2KSH	$3.6M
35	JUNCTURE WEALTH STRATEGIES, LLC	Shares	40.0KSH	$3.3M
36	HBW ADVISORY SERVICES LLC	Shares	36.5KSH	$3.0M
37	5T Wealth, LLC	Shares	36.1KSH	$3.0M
38	1015 Capital Partners, LLC	Shares	35.9KSH	$3.0M
39	Purus Wealth Management, LLC	Shares	34.9KSH	$2.9M
40	Red Mountain Financial, LLC	Shares	33.9KSH	$2.8M
41	Sharkey, Howes & Javer	Shares	33.3KSH	$2.8M
42	MassMutual Private Wealth & Trust, FSB	Shares	32.4KSH	$2.7M
43	IFP Advisors, Inc	Shares	29.9KSH	$2.5M
44	Independence Asset Advisors, LLC	Shares	28.2KSH	$2.3M
45	Cyndeo Wealth Partners, LLC	Shares	23.8KSH	$2.0M
46	Farther Finance Advisors, LLC	Shares	23.3KSH	$1.9M
47	Quantum Financial Planning Services, Inc.	Shares	23.3KSH	$1.9M
48	Cedar Mountain Advisors, LLC	Shares	23.1KSH	$1.9M
49	DAVENPORT & Co LLC	Shares	21.4KSH	$1.8M
50	First Bank & Trust	Shares	21.1KSH	$1.7M

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

50 / 102 loaded

#		Instrument
1	EASTERN BANK added	Shares	+260.6K	+$35.2M	$189.2M
2	FACTORY MUTUAL INSURANCE CO unchanged	Shares	0	+$11.3M	$137.9M
3	Bogart Wealth, LLC added	Shares	+29.3K	+$10.6M	$103.0M
4	Hughes Financial Services, LLC added	Shares	+53.0K	+$10.1M	$74.8M
5	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+31.3K	+$7.4M	$61.5M
6	GRIMES & Co WEALTH MANAGEMENT, LLC added	Shares	+57.1K	+$6.8M	$30.1M
7	Richard P Slaughter Associates Inc added	Shares	+18.9K	+$6.8M	$65.3M
8	Conservest Capital Advisors, Inc. trimmed	Shares	-1.1K	+$6.1M	$75.5M
9	FULTON BANK, N.A. added	Shares	+54.3K	+$5.0M	$11.4M
10	UNIQUE WEALTH, LLC added	Shares	+45.7K	+$4.7M	$15.6M
11	CUTLER INVESTMENT COUNSEL LLC added	Shares	+13.0K	+$4.2M	$39.6M
12	ARQ WEALTH ADVISORS, LLC added	Shares	+43.0K	+$4.0M	$8.9M
13	First Financial Bank - Trust Division added	Shares	+6.5K	+$3.9M	$41.8M
14	Aprio Wealth Management, LLC added	Shares	+46.5K	+$3.9M	$4.5M
15	EdgeRock Capital LLC added	Shares	+16.2K	+$3.8M	$31.2M
16	JUNCTURE WEALTH STRATEGIES, LLC new	Shares	+40.0K	+$3.3M	$3.3M
17	Cooper Financial Group added	Shares	+34.6K	+$3.1M	$5.9M
18	Mascoma Wealth Management LLC added	Shares	+12.6K	+$2.5M	$18.7M
19	SAX WEALTH ADVISORS, LLC added	Shares	+28.3K	+$2.4M	$26.6M
20	Choice Wealth Advisors LLC added	Shares	+2.9K	+$2.3M	$25.2M
21	Golden State Wealth Management, LLC added	Shares	+25.1K	+$2.2M	$3.6M
22	Bryant Woods Investment Advisors, LLC added	Shares	+13.3K	+$2.1M	$13.5M
23	SMITHBRIDGE ASSET MANAGEMENT INC/DE added	Shares	+9.3K	+$1.8M	$12.9M
24	MN Wealth Advisors, LLC added	Shares	+10.6K	+$1.6M	$10.1M
25	Cedar Mountain Advisors, LLC added	Shares	+18.9K	+$1.6M	$1.9M
26	Farther Finance Advisors, LLC added	Shares	+17.1K	+$1.4M	$1.9M
27	First National Bank of Mount Dora, Trust Investment Services added	Shares	+5.4K	+$1.2M	$9.6M
28	MISSION WEALTH MANAGEMENT, LP added	Shares	+12.7K	+$1.1M	$1.3M
29	DAVENPORT & Co LLC added	Shares	+12.0K	+$1.1M	$1.8M
30	Base Wealth Management LLC added	Shares	+4.7K	+$1.0M	$8.4M
31	Quantum Financial Planning Services, Inc. added	Shares	+11.3K	+$1.0M	$1.9M
32	1015 Capital Partners, LLC added	Shares	+8.7K	+$898.4K	$3.0M
33	Wagner Wealth Management, LLC added	Shares	+1.6K	+$895.3K	$9.4M
34	IFP Advisors, Inc added	Shares	+8.0K	+$807.9K	$2.5M
35	Centerline Wealth Advisors, LLC added	Shares	+1.9K	+$756.3K	$7.5M
36	Etesian Wealth Advisors, Inc. added	Shares	+541	+$719.4K	$8.3M
37	Saxony Capital Management, LLC added	Shares	+5.9K	+$580.2K	$1.6M
38	Storen Legacy Partners, LLC added	Shares	+1.8K	+$499.0K	$4.4M
39	Ignite Planners, LLC added	Shares	+2.4K	+$493.4K	$4.0M
40	Red Mountain Financial, LLC added	Shares	+2.7K	+$435.9K	$2.8M
41	First Bank & Trust added	Shares	+3.7K	+$419.5K	$1.7M
42	Envestnet Portfolio Solutions, Inc. added	Shares	+4.3K	+$410.8K	$1.0M
43	Sharkey, Howes & Javer added	Shares	+2.0K	+$372.8K	$2.8M
44	Purus Wealth Management, LLC added	Shares	+1.1K	+$318.8K	$2.9M
45	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+2.9K	+$315.0K	$1.1M
46	Windsor Capital Management, LLC new	Shares	+3.8K	+$312.6K	$312.6K
47	5T Wealth, LLC added	Shares	+589	+$288.0K	$3.0M
48	Financial Partners Group, Inc new	Shares	+3.4K	+$276.4K	$276.4K
49	KELLY FINANCIAL GROUP LLC trimmed	Shares	-37.4K	+$267.1K	$37.9M
50	Cyndeo Wealth Partners, LLC added	Shares	+1.3K	+$256.7K	$2.0M

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