Filing Research | J P MORGAN EXCHANGE TRADED F Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	Hartford Financial Management Inc.	Shares	322.3KSH	$19.4M
2	Aprio Wealth Management, LLC	Shares	257.4KSH	$15.5M
3	Goldstein Advisors, LLC	Shares	230.7KSH	$13.9M
4	Sprinkle Financial Consultants LLC	Shares	179.7KSH	$10.8M
5	Keystone Financial Services, LLC	Shares	161.4KSH	$9.7M
6	Financial Solutions Advisory Group, Inc.	Shares	145.8KSH	$8.7M
7	DAVENPORT & Co LLC	Shares	94.6KSH	$5.7M
8	Capital Advisors Wealth Management, LLC	Shares	91.2KSH	$5.5M
9	First Pacific Financial	Shares	70.7KSH	$4.3M
10	QUANTUM FINANCIAL PARTNERS LLC	Shares	56.1KSH	$3.4M
11	LexAurum Advisors, LLC	Shares	35.1KSH	$2.1M
12	J.W. COLE ADVISORS, INC.	Shares	31.8KSH	$1.9M
13	FIFTH THIRD SECURITIES, INC.	Shares	30.1KSH	$1.8M
14	KWB Wealth	Shares	27.8KSH	$1.7M
15	Cornerstone Wealth Management, LLC	Shares	25.8KSH	$1.6M
16	Gallacher Capital Management LLC	Shares	15.0KSH	$905.3K
17	INDEPENDENT FINANCIAL GROUP, LLC	Shares	13.3KSH	$802.4K
18	KPP Advisory Services LLC	Shares	8.9KSH	$537.0K
19	Miller Global Investments, LLC	Shares	8.4KSH	$503.3K
20	TITLEIST ASSET MANAGEMENT, LLC	Shares	7.4KSH	$444.7K
21	Intrua Financial, LLC	Shares	5.5KSH	$330.8K
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.3KSH	$316.7K
23	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	4.2KSH	$250.3K
24	ALBION FINANCIAL GROUP /UT	Shares	1.6KSH	$94.6K
25	Lodestone Wealth Management LLC	Shares	661SH	$39.8K
26	Farther Finance Advisors, LLC	Shares	620SH	$37.3K
27	IFP Advisors, Inc	Shares	369SH	$22.2K
28	SIGNATUREFD, LLC	Shares	130SH	$7.8K
29	AdvisorNet Financial, Inc	Shares	60SH	$3.6K
30	APPLETON PARTNERS INC/MA	Shares	35.1KSH	$2.1K

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

29 / 29 loaded

#		Instrument
1	Hartford Financial Management Inc. trimmed	Shares	-6.8K	+$2.1M	$19.4M
2	Goldstein Advisors, LLC added	Shares	+67	+$1.8M	$13.9M
3	Sprinkle Financial Consultants LLC added	Shares	+4.9K	+$1.6M	$10.8M
4	Keystone Financial Services, LLC added	Shares	+109	+$1.3M	$9.7M
5	Financial Solutions Advisory Group, Inc. trimmed	Shares	-1.1K	+$969.5K	$8.7M
6	Capital Advisors Wealth Management, LLC added	Shares	+224	+$716.8K	$5.5M
7	First Pacific Financial trimmed	Shares	-1.2K	+$483.1K	$4.3M
8	KWB Wealth added	Shares	+479	+$304.6K	$1.7M
9	J.W. COLE ADVISORS, INC. added	Shares	+89	+$250.8K	$1.9M
10	Gallacher Capital Management LLC added	Shares	+1.6K	+$199.7K	$905.3K
11	Cornerstone Wealth Management, LLC trimmed	Shares	-1.1K	+$142.2K	$1.6M
12	LexAurum Advisors, LLC trimmed	Shares	-2.7K	+$131.9K	$2.1M
13	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+408	+$124.5K	$802.4K
14	KPP Advisory Services LLC unchanged	Shares	0	+$69.0K	$537.0K
15	TITLEIST ASSET MANAGEMENT, LLC trimmed	Shares	-80	+$52.9K	$444.7K
16	Miller Global Investments, LLC trimmed	Shares	-290	+$49.5K	$503.3K
17	Intrua Financial, LLC unchanged	Shares	0	+$42.5K	$330.8K
18	DAVENPORT & Co LLC trimmed	Shares	-13.2K	+$41.5K	$5.7M
19	FIFTH THIRD SECURITIES, INC. trimmed	Shares	-3.7K	+$40.2K	$1.8M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-6	+$34.7K	$316.7K
21	NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed	Shares	-144	+$24.6K	$250.3K
22	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	+$12.2K	$94.6K
23	Farther Finance Advisors, LLC added	Shares	+32	+$6.3K	$37.3K
24	Lodestone Wealth Management LLC added	Shares	+2	+$5.2K	$39.8K
25	SIGNATUREFD, LLC unchanged	Shares	0	+$1.0K	$7.8K
26	AdvisorNet Financial, Inc unchanged	Shares	0	+$464	$3.6K
27	IFP Advisors, Inc trimmed	Shares	-49	+$285	$22.2K
28	APPLETON PARTNERS INC/MA trimmed	Shares	-155.7K	-$7.9K	$2.1K
29	Aprio Wealth Management, LLC trimmed	Shares	-59.2K	-$1.1M	$15.5M