Filing Research | JPMORGAN INTERNATIONAL HEDGED EQUITY LADDERED OVERLAY ETF Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	CARY STREET PARTNERS FINANCIAL LLC	Shares	362.6KSH	$20.1M
2	Security National Bank	Shares	214.5KSH	$11.9M
3	Merit Financial Group, LLC	Shares	140.0KSH	$7.8M
4	Farther Finance Advisors, LLC	Shares	71.5KSH	$4.0M
5	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	39.9KSH	$2.2M
6	Investment Partners Asset Management, Inc.	Shares	23.5KSH	$1.3M
7	Oak Wealth Advisors LLC	Shares	7.6KSH	$419.5K
8	TCFG Investment Advisors, LLC	Shares	5.3KSH	$292.7K
9	Strategic Blueprint, LLC	Shares	4.8KSH	$266.5K
10	IFP Advisors, Inc	Shares	3.0KSH	$164.1K
11	Longview Financial Advisors LLC	Shares	226SH	$12.5K

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

12 / 12 loaded

#		Instrument
1	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+101.4K	+$6.3M	$20.1M
2	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+12.2K	+$750.4K	$2.2M
3	Farther Finance Advisors, LLC added	Shares	+3.7K	+$376.0K	$4.0M
4	Oak Wealth Advisors LLC added	Shares	+3.3K	+$193.4K	$419.5K
5	IFP Advisors, Inc added	Shares	+1.5K	+$86.2K	$164.1K
6	Investment Partners Asset Management, Inc. trimmed	Shares	-334	+$47.7K	$1.3M
7	TCFG Investment Advisors, LLC unchanged	Shares	0	+$15.0K	$292.7K
8	Strategic Blueprint, LLC unchanged	Shares	0	+$13.3K	$266.5K
9	Longview Financial Advisors LLC unchanged	Shares	0	+$626	$12.5K
10	Realta Investment Advisors exited	Shares	-146	-$7.7K	$0
11	Merit Financial Group, LLC trimmed	Shares	-16.5K	-$478.5K	$7.8M
12	Security National Bank trimmed	Shares	-45.5K	-$1.8M	$11.9M

Filing Research | JPMORGAN INTERNATIONAL HEDGED EQUITY LADDERED OVERLAY ETF Institutional Holdings