Filing Research | J P MORGAN EXCHANGE TRADED F Institutional Holdings

Snapshot holdings

50 / 60 loaded

#		Instrument	quantity
1	GREENWOOD GEARHART LLC	Shares	270.2KSH	$24.8M
2	Cooper Financial Group	Shares	253.1KSH	$23.3M
3	Lineweaver Wealth Advisors, LLC	Shares	192.3KSH	$17.7M
4	Pine Valley Investments Ltd Liability Co	Shares	169.4KSH	$15.6M
5	KWB Wealth	Shares	110.8KSH	$10.2M
6	CARY STREET PARTNERS FINANCIAL LLC	Shares	99.1KSH	$9.1M
7	Cornerstone Wealth Management, LLC	Shares	92.4KSH	$8.5M
8	PFG Advisors	Shares	81.7KSH	$7.5M
9	Farther Finance Advisors, LLC	Shares	78.8KSH	$7.3M
10	Saxony Capital Management, LLC	Shares	77.5KSH	$7.1M
11	WESPAC Advisors SoCal, LLC	Shares	68.8KSH	$6.3M
12	Wealthcare Advisory Partners LLC	Shares	67.3KSH	$6.2M
13	Central Pacific Bank - Trust Division	Shares	50.6KSH	$4.7M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	47.7KSH	$4.5M
15	G&S Capital LLC	Shares	45.0KSH	$4.1M
16	Envestnet Portfolio Solutions, Inc.	Shares	44.1KSH	$4.1M
17	Base Wealth Management LLC	Shares	43.3KSH	$4.0M
18	Emerald Advisors, LLC	Shares	37.2KSH	$3.4M
19	BENJAMIN EDWARDS INC	Shares	36.7KSH	$3.4M
20	Focus Financial Network, Inc.	Shares	23.5KSH	$2.2M
21	Boyer Financial Services, Inc.	Shares	22.2KSH	$2.1M
22	Paradigm, Strategies in Wealth Management, LLC	Shares	19.8KSH	$1.8M
23	Patriot Financial Group Insurance Agency, LLC	Shares	16.1KSH	$1.5M
24	Mirador Capital Partners LP	Shares	13.7KSH	$1.3M
25	Capital Advisors Wealth Management, LLC	Shares	13.6KSH	$1.2M
26	UNIQUE WEALTH, LLC	Shares	12.2KSH	$1.1M
27	BigSur Wealth Management LLC	Shares	11.3KSH	$1.0M
28	ERn Financial, LLC	Shares	10.8KSH	$989.2K
29	Prospera Financial Services Inc	Shares	10.3KSH	$943.3K
30	MassMutual Private Wealth & Trust, FSB	Shares	9.5KSH	$876.1K
31	Sowell Financial Services LLC	Shares	7.5KSH	$687.5K
32	Aprio Wealth Management, LLC	Shares	6.7KSH	$617.9K
33	Essential Investment Partners LLC	Shares	6.4KSH	$585.8K
34	LOCKERMAN FINANCIAL GROUP, INC.	Shares	6.0KSH	$552.0K
35	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	5.4KSH	$498.2K
36	IFP Advisors, Inc	Shares	4.9KSH	$447.6K
37	Lewis Asset Management, LLC	Shares	4.6KSH	$422.6K
38	Echo Wealth Management, LLC	Shares	4.5KSH	$412.0K
39	Roger Wittlin Investment Advisory, LLC	Shares	4.3KSH	$391.0K
40	Redhawk Wealth Advisors, Inc.	Shares	3.6KSH	$331.0K
41	Traynor Capital Management, Inc.	Shares	3.5KSH	$317.5K
42	Golden State Wealth Management, LLC	Shares	3.2KSH	$298.1K
43	Financial Partners Group, Inc	Shares	3.2KSH	$292.7K
44	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	3.2KSH	$289.7K
45	EdgeRock Capital LLC	Shares	2.7KSH	$250.1K
46	Spire Wealth Management	Shares	2.6KSH	$238.0K
47	FIRETHORN WEALTH PARTNERS, LLC	Shares	2.6KSH	$236.8K
48	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	2.6KSH	$235.8K
49	DAVENPORT & Co LLC	Shares	2.6KSH	$235.6K
50	AdvisorNet Financial, Inc	Shares	2.3KSH	$215.4K

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

50 / 64 loaded

#		Instrument
1	GREENWOOD GEARHART LLC new	Shares	+270.2K	+$24.8M	$24.8M
2	Cooper Financial Group new	Shares	+253.1K	+$23.3M	$23.3M
3	Farther Finance Advisors, LLC added	Shares	+78.1K	+$7.2M	$7.3M
4	Wealthcare Advisory Partners LLC new	Shares	+67.3K	+$6.2M	$6.2M
5	Central Pacific Bank - Trust Division new	Shares	+50.6K	+$4.7M	$4.7M
6	Envestnet Portfolio Solutions, Inc. new	Shares	+44.1K	+$4.1M	$4.1M
7	KWB Wealth added	Shares	+22.7K	+$3.1M	$10.2M
8	Pine Valley Investments Ltd Liability Co added	Shares	+15.9K	+$2.4M	$15.6M
9	Boyer Financial Services, Inc. new	Shares	+22.2K	+$2.1M	$2.1M
10	Lineweaver Wealth Advisors, LLC added	Shares	+7.1K	+$1.8M	$17.7M
11	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+11.6K	+$1.6M	$9.1M
12	Saxony Capital Management, LLC added	Shares	+12.7K	+$1.6M	$7.1M
13	PFG Advisors added	Shares	+11.9K	+$1.5M	$7.5M
14	Paradigm, Strategies in Wealth Management, LLC added	Shares	+13.1K	+$1.2M	$1.8M
15	Emerald Advisors, LLC added	Shares	+6.6K	+$798.0K	$3.4M
16	UNIQUE WEALTH, LLC added	Shares	+7.0K	+$679.5K	$1.1M
17	WESPAC Advisors SoCal, LLC added	Shares	+2.5K	+$651.9K	$6.3M
18	Prospera Financial Services Inc added	Shares	+6.9K	+$651.5K	$943.3K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.3K	+$635.4K	$4.5M
20	NATIONS FINANCIAL GROUP INC, /IA/ /ADV new	Shares	+5.4K	+$498.2K	$498.2K
21	G&S Capital LLC added	Shares	+941	+$364.8K	$4.1M
22	Redhawk Wealth Advisors, Inc. new	Shares	+3.6K	+$331.0K	$331.0K
23	Base Wealth Management LLC added	Shares	+399	+$307.6K	$4.0M
24	Golden State Wealth Management, LLC new	Shares	+3.2K	+$298.1K	$298.1K
25	Financial Partners Group, Inc new	Shares	+3.2K	+$292.7K	$292.7K
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+3.2K	+$289.7K	$289.7K
27	BENJAMIN EDWARDS INC added	Shares	+414	+$267.1K	$3.4M
28	DAVENPORT & Co LLC new	Shares	+2.6K	+$235.6K	$235.6K
29	Capital Advisors Wealth Management, LLC added	Shares	+1.6K	+$225.7K	$1.2M
30	Echo Wealth Management, LLC added	Shares	+2.1K	+$208.0K	$412.0K
31	MassMutual Private Wealth & Trust, FSB added	Shares	+1.3K	+$172.4K	$876.1K
32	Essential Investment Partners LLC added	Shares	+1.4K	+$164.4K	$585.8K
33	Mirador Capital Partners LP added	Shares	+850	+$159.6K	$1.3M
34	Focus Financial Network, Inc. added	Shares	+117	+$158.5K	$2.2M
35	IFP Advisors, Inc added	Shares	+1.3K	+$144.9K	$447.6K
36	LOCKERMAN FINANCIAL GROUP, INC. added	Shares	+1.2K	+$139.2K	$552.0K
37	ERn Financial, LLC added	Shares	+619	+$120.9K	$989.2K
38	Spire Wealth Management added	Shares	+1.2K	+$118.2K	$238.0K
39	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+1.1K	+$106.4K	$235.8K
40	BigSur Wealth Management LLC unchanged	Shares	0	+$71.0K	$1.0M
41	Traynor Capital Management, Inc. added	Shares	+280	+$53.7K	$317.5K
42	AdvisorNet Financial, Inc added	Shares	+346	+$44.4K	$215.4K
43	Aprio Wealth Management, LLC unchanged	Shares	0	+$42.4K	$617.9K
44	FIRETHORN WEALTH PARTNERS, LLC added	Shares	+219	+$35.0K	$236.8K
45	Lewis Asset Management, LLC unchanged	Shares	0	+$29.0K	$422.6K
46	Roger Wittlin Investment Advisory, LLC unchanged	Shares	0	+$26.9K	$391.0K
47	Cedar Mountain Advisors, LLC new	Shares	+53	+$4.9K	$4.9K
48	Sarver Vrooman Wealth Advisors new	Shares	+41	+$3.8K	$3.8K
49	Capital Investment Advisory Services, LLC trimmed	Shares	-46	+$2.5K	$93.3K
50	FARMERS & MERCHANTS INVESTMENTS INC new	Shares	+16	+$1.5K	$1.5K

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