Filing Research | JPMORGAN U.S. QUALITY FACTOR ETF Institutional Holdings

Snapshot holdings

50 / 167 loaded

#		Instrument	quantity
1	ST GERMAIN D J CO INC	Shares	1.9MSH	$138.7M
2	LVZ, Inc.	Shares	1.0MSH	$73.4M
3	Hughes Financial Services, LLC	Shares	1.0MSH	$73.1M
4	Avidian Wealth Enterprises, LLC	Shares	980.7KSH	$70.9M
5	MIDLAND WEALTH ADVISORS, LLC	Shares	973.6KSH	$70.4M
6	RVW Wealth, LLC	Shares	952.8KSH	$68.9M
7	TFC Financial Management, Inc.	Shares	764.2KSH	$55.2M
8	Warren Street Wealth Advisors, LLC	Shares	695.9KSH	$50.3M
9	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	494.3KSH	$35.7M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	459.4KSH	$33.3M
11	Breakwater Capital Group	Shares	444.1KSH	$32.1M
12	SIGNATUREFD, LLC	Shares	439.5KSH	$31.8M
13	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	Shares	371.3KSH	$26.8M
14	Dynamic Advisor Solutions LLC	Shares	348.3KSH	$25.2M
15	Roof Eidam Maycock Peralta, LLC	Shares	343.2KSH	$24.8M
16	KELLY FINANCIAL GROUP LLC	Shares	270.3KSH	$19.5M
17	Cornerstone Wealth Management, LLC	Shares	257.2KSH	$18.6M
18	Mason & Associates Inc	Shares	247.1KSH	$17.9M
19	PETRA FINANCIAL ADVISORS INC	Shares	206.8KSH	$15.0M
20	Alpha Zero LLC	Shares	201.5KSH	$14.5M
21	Prism Advisors, Inc.	Shares	187.9KSH	$13.6M
22	Ledyard National Bank	Shares	170.9KSH	$12.4M
23	True North Advisors, LLC	Shares	167.3KSH	$12.1M
24	J.W. COLE ADVISORS, INC.	Shares	164.7KSH	$11.9M
25	SEAMOUNT FINANCIAL GROUP INC	Shares	155.2KSH	$11.2M
26	BENJAMIN EDWARDS INC	Shares	138.4KSH	$10.0M
27	Farther Finance Advisors, LLC	Shares	138.4KSH	$10.0M
28	Fifth Third Wealth Advisors LLC	Shares	137.8KSH	$10.0M
29	Clarus Wealth Advisors	Shares	129.8KSH	$9.3M
30	Aprio Wealth Management, LLC	Shares	125.1KSH	$9.0M
31	Tenzing Financial LLC	Shares	123.0KSH	$8.9M
32	Onyx Bridge Wealth Group LLC	Shares	122.4KSH	$8.8M
33	Focus Financial Network, Inc.	Shares	117.1KSH	$8.5M
34	LAWOOD & CO	Shares	116.7KSH	$8.4M
35	Waterway Wealth Management, LLC	Shares	144.0KSH	$8.2M
36	Columbus Macro, LLC	Shares	112.0KSH	$8.1M
37	D.A. DAVIDSON & CO.	Shares	109.4KSH	$7.9M
38	Madson Wealth Advisors Inc	Shares	106.0KSH	$7.7M
39	Blue Trust, Inc.	Shares	101.7KSH	$7.4M
40	Golden State Wealth Management, LLC	Shares	101.3KSH	$7.3M
41	Archford Capital Strategies, LLC	Shares	91.5KSH	$6.6M
42	BridgePort Financial Solutions, LLC	Shares	87.9KSH	$6.4M
43	Merit Financial Group, LLC	Shares	87.5KSH	$6.3M
44	INTEGRATED CAPITAL MANAGEMENT, INC.	Shares	80.2KSH	$5.8M
45	Burton Enright Welch	Shares	80.2KSH	$5.8M
46	Fulcrum Capital LLC	Shares	78.3KSH	$5.7M
47	Portside Wealth Group, LLC	Shares	55.3KSH	$4.0M
48	Fiduciary Alliance LLC	Shares	54.8KSH	$4.0M
49	PERRYMAN FINANCIAL ADVISORY INC /AD	Shares	50.8KSH	$3.7M
50	IFP Advisors, Inc	Shares	49.5KSH	$3.6M

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

50 / 171 loaded

#		Instrument
1	ST GERMAIN D J CO INC added	Shares	+2.7K	+$21.2M	$138.7M
2	Mason & Associates Inc new	Shares	+247.1K	+$17.9M	$17.9M
3	Hughes Financial Services, LLC added	Shares	+57.6K	+$14.6M	$73.1M
4	Avidian Wealth Enterprises, LLC added	Shares	+30.4K	+$12.6M	$70.9M
5	RVW Wealth, LLC added	Shares	+34.7K	+$12.6M	$68.9M
6	LVZ, Inc. trimmed	Shares	-1.6K	+$11.0M	$73.4M
7	MIDLAND WEALTH ADVISORS, LLC trimmed	Shares	-13.7K	+$9.8M	$70.4M
8	Fifth Third Wealth Advisors LLC added	Shares	+131.9K	+$9.6M	$10.0M
9	TFC Financial Management, Inc. added	Shares	+18.6K	+$9.5M	$55.2M
10	Warren Street Wealth Advisors, LLC added	Shares	+16.7K	+$8.7M	$50.3M
11	Aprio Wealth Management, LLC added	Shares	+110.2K	+$8.1M	$9.0M
12	Cornerstone Wealth Management, LLC added	Shares	+49.1K	+$5.8M	$18.6M
13	Dynamic Advisor Solutions LLC added	Shares	+24.4K	+$5.3M	$25.2M
14	Breakwater Capital Group added	Shares	+5.0K	+$5.2M	$32.1M
15	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC added	Shares	+6.8K	+$4.5M	$26.8M
16	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+15.0K	+$3.9M	$35.7M
17	Alpha Zero LLC added	Shares	+22.9K	+$3.6M	$14.5M
18	Avior Wealth Management, LLC new	Shares	+49.5K	+$3.6M	$3.6M
19	KELLY FINANCIAL GROUP LLC trimmed	Shares	-71	+$3.0M	$19.5M
20	PETRA FINANCIAL ADVISORS INC added	Shares	+9.8K	+$2.9M	$15.0M
21	Columbus Macro, LLC added	Shares	+26.6K	+$2.9M	$8.1M
22	Roof Eidam Maycock Peralta, LLC trimmed	Shares	-17.7K	+$2.7M	$24.8M
23	Farther Finance Advisors, LLC added	Shares	+16.3K	+$2.5M	$10.0M
24	Prism Advisors, Inc. added	Shares	+377	+$2.1M	$13.6M
25	True North Advisors, LLC added	Shares	+183	+$1.8M	$12.1M
26	SEAMOUNT FINANCIAL GROUP INC added	Shares	+213	+$1.7M	$11.2M
27	Focus Financial Network, Inc. added	Shares	+6.5K	+$1.7M	$8.5M
28	Ledyard National Bank trimmed	Shares	-3.3K	+$1.7M	$12.4M
29	BENJAMIN EDWARDS INC added	Shares	+2.0K	+$1.6M	$10.0M
30	INTEGRATED CAPITAL MANAGEMENT, INC. added	Shares	+12.3K	+$1.6M	$5.8M
31	Golden State Wealth Management, LLC added	Shares	+6.4K	+$1.5M	$7.3M
32	J.W. COLE ADVISORS, INC. trimmed	Shares	-5.0K	+$1.5M	$11.9M
33	Blue Trust, Inc. added	Shares	+3.7K	+$1.3M	$7.4M
34	MILESTONE ASSET MANAGEMENT, LLC new	Shares	+18.2K	+$1.3M	$1.3M
35	Onyx Bridge Wealth Group LLC trimmed	Shares	-937	+$1.3M	$8.8M
36	Saratoga Research & Investment Management added	Shares	+15.9K	+$1.2M	$1.4M
37	Archford Capital Strategies, LLC added	Shares	+708	+$1.0M	$6.6M
38	LAWOOD & CO trimmed	Shares	-3.9K	+$1.0M	$8.4M
39	BridgePort Financial Solutions, LLC added	Shares	+1.1K	+$1.0M	$6.4M
40	ARQ WEALTH ADVISORS, LLC added	Shares	+11.9K	+$1.0M	$2.0M
41	Tenzing Financial LLC trimmed	Shares	-1.0K	+$981.0K	$8.9M
42	Fulcrum Capital LLC added	Shares	+1.9K	+$974.3K	$5.7M
43	Clarus Wealth Advisors trimmed	Shares	-5.1K	+$924.5K	$9.3M
44	Portside Wealth Group, LLC added	Shares	+3.8K	+$842.2K	$4.0M
45	Burton Enright Welch trimmed	Shares	-741	+$833.1K	$5.8M
46	IFP Advisors, Inc added	Shares	+4.2K	+$803.0K	$3.6M
47	Madson Wealth Advisors Inc trimmed	Shares	-6.2K	+$782.8K	$7.7M
48	Y-Intercept (Hong Kong) Ltd new	Shares	+8.2K	+$593.9K	$593.9K
49	PERRYMAN FINANCIAL ADVISORY INC /AD trimmed	Shares	-57	+$553.0K	$3.7M
50	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-71.1K	+$510.0K	$33.3M

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