Filing Research | J P MORGAN EXCHANGE TRADED F Institutional Holdings

Snapshot holdings

29 / 29 loaded

#		Instrument	quantity
1	KELLY FINANCIAL GROUP LLC	Shares	64.1KSH	$5.0M
2	MN Wealth Advisors, LLC	Shares	62.5KSH	$4.9M
3	5T Wealth, LLC	Shares	59.1KSH	$4.6M
4	Northwest Wealth Advisors, LLC	Shares	28.9KSH	$2.3M
5	Independent Wealth Network Inc.	Shares	19.8KSH	$1.5M
6	Emerald Advisors, LLC	Shares	19.1KSH	$1.5M
7	Farther Finance Advisors, LLC	Shares	14.4KSH	$1.1M
8	FLAGSHIP HARBOR ADVISORS, LLC	Shares	7.9KSH	$613.5K
9	Composition Wealth, LLC	Shares	6.4KSH	$497.3K
10	Cobblestone Asset Management LLC	Shares	6.0KSH	$472.4K
11	Ignite Planners, LLC	Shares	5.5KSH	$428.7K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.8KSH	$298.1K
13	SeaCrest Wealth Management, LLC	Shares	3.4KSH	$266.4K
14	INDEPENDENT FINANCIAL GROUP, LLC	Shares	3.2KSH	$247.8K
15	IFP Advisors, Inc	Shares	3.1KSH	$243.5K
16	Capital Investment Advisory Services, LLC	Shares	3.1KSH	$241.3K
17	Penobscot Investment Management Company, Inc.	Shares	2.6KSH	$202.0K
18	Key FInancial Inc	Shares	1.3KSH	$101.8K
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.1KSH	$84.6K
20	AdvisorNet Financial, Inc	Shares	657SH	$51.3K
21	Vision Retirement, LLC	Shares	143SH	$11.2K
22	LGT Financial Advisors LLC	Shares	139SH	$10.9K
23	Spire Wealth Management	Shares	100SH	$7.8K
24	GGM Financial LLC	Shares	70SH	$5.5K
25	HARBOR INVESTMENT ADVISORY, LLC	Shares	41SH	$3.2K
26	BFSG, LLC	Shares	9SH	$703
27	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	9SH	$703
28	PARK AVENUE SECURITIES LLC	Shares	2.9KSH	$228
29	EverSource Wealth Advisors, LLC	Shares	0SH	$13

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

32 / 32 loaded

#		Instrument
1	Farther Finance Advisors, LLC added	Shares	+9.5K	+$763.7K	$1.1M
2	KELLY FINANCIAL GROUP LLC trimmed	Shares	-1.3K	+$224.8K	$5.0M
3	Penobscot Investment Management Company, Inc. new	Shares	+2.6K	+$202.0K	$202.0K
4	5T Wealth, LLC trimmed	Shares	-1.3K	+$198.7K	$4.6M
5	Northwest Wealth Advisors, LLC trimmed	Shares	-434	+$111.6K	$2.3M
6	Emerald Advisors, LLC trimmed	Shares	-137	+$84.5K	$1.5M
7	Independent Wealth Network Inc. trimmed	Shares	-305	+$75.7K	$1.5M
8	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+340	+$40.6K	$247.8K
9	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+4	+$39.3K	$613.5K
10	Composition Wealth, LLC trimmed	Shares	-171	+$19.1K	$497.3K
11	SeaCrest Wealth Management, LLC trimmed	Shares	-16	+$15.8K	$266.4K
12	Capital Investment Advisory Services, LLC trimmed	Shares	-61	+$10.9K	$241.3K
13	Key FInancial Inc added	Shares	+18	+$7.8K	$101.8K
14	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$3.5K	$84.6K
15	AdvisorNet Financial, Inc unchanged	Shares	0	+$3.3K	$51.3K
16	Vision Retirement, LLC unchanged	Shares	0	+$709	$11.2K
17	BFSG, LLC new	Shares	+9	+$703	$703
18	LGT Financial Advisors LLC unchanged	Shares	0	+$689	$10.9K
19	Spire Wealth Management trimmed	Shares	-2	+$350	$7.8K
20	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$203	$3.2K
21	HALBERT HARGROVE GLOBAL ADVISORS, LLC unchanged	Shares	0	+$44	$703
22	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$1	$13
23	PARK AVENUE SECURITIES LLC trimmed	Shares	-1.3K	-$83	$228
24	GGM Financial LLC trimmed	Shares	-15	-$742	$5.5K
25	Ignite Planners, LLC trimmed	Shares	-451	-$5.7K	$428.7K
26	Sound Income Strategies, LLC exited	Shares	-78	-$5.8K	$0
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-317	-$6.0K	$298.1K
28	IFP Advisors, Inc trimmed	Shares	-1.8K	-$118.6K	$243.5K
29	MN Wealth Advisors, LLC trimmed	Shares	-6.0K	-$126.8K	$4.9M
30	Cobblestone Asset Management LLC trimmed	Shares	-3.9K	-$255.5K	$472.4K
31	Bright Futures Wealth Management, LLC. exited	Shares	-3.9K	-$281.9K	$0
32	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors exited	Shares	-9.5K	-$693.5K	$0