Filing Research | J P MORGAN EXCHANGE TRADED F Institutional Holdings

Snapshot holdings

50 / 106 loaded

#		Instrument	quantity
1	BALDWIN WEALTH PARTNERS LLC/MA	Shares	1.5MSH	$78.7M
2	LVZ, Inc.	Shares	964.9KSH	$51.6M
3	Essex LLC	Shares	798.2KSH	$42.7M
4	Intrua Financial, LLC	Shares	742.5KSH	$39.7M
5	Arlington Financial Advisors, LLC	Shares	719.5KSH	$38.5M
6	LIFELONG WEALTH ADVISORS, INC.	Shares	699.1KSH	$37.4M
7	Spire Wealth Management	Shares	633.7KSH	$33.9M
8	CGC Financial Services, LLC	Shares	555.6KSH	$29.7M
9	D.A. DAVIDSON & CO.	Shares	553.4KSH	$29.6M
10	KWB Wealth	Shares	388.6KSH	$20.8M
11	Pine Valley Investments Ltd Liability Co	Shares	362.5KSH	$19.4M
12	Vawter Financial, Ltd.	Shares	360.3KSH	$19.3M
13	AdvisorNet Financial, Inc	Shares	358.6KSH	$19.2M
14	Capital Investment Advisory Services, LLC	Shares	355.6KSH	$19.0M
15	Ocean Park Asset Management, LLC	Shares	351.7KSH	$18.8M
16	SMITHBRIDGE ASSET MANAGEMENT INC/DE	Shares	342.2KSH	$18.3M
17	Choice Wealth Advisors LLC	Shares	341.1KSH	$18.2M
18	Clear Trail Advisors, LLC	Shares	302.7KSH	$16.2M
19	Echo Wealth Management, LLC	Shares	291.1KSH	$15.6M
20	CGN Advisors LLC	Shares	290.5KSH	$15.5M
21	Pinnacle Wealth Management, LLC	Shares	285.5KSH	$15.3M
22	Independence Asset Advisors, LLC	Shares	279.4KSH	$14.9M
23	Capital Advisors Wealth Management, LLC	Shares	235.6KSH	$12.6M
24	Cobblestone Asset Management LLC	Shares	230.3KSH	$12.3M
25	RIVERSEDGE ADVISORS, LLC	Shares	223.4KSH	$12.0M
26	AGH Wealth Advisors, LLC	Shares	177.4KSH	$9.5M
27	Farther Finance Advisors, LLC	Shares	173.5KSH	$9.3M
28	Prospera Financial Services Inc	Shares	156.4KSH	$8.4M
29	Guided Capital Wealth Management, LLC	Shares	156.1KSH	$8.4M
30	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	152.0KSH	$8.1M
31	Centurion Wealth Management LLC	Shares	145.9KSH	$7.8M
32	Cooper Financial Group	Shares	137.7KSH	$7.4M
33	ERn Financial, LLC	Shares	109.6KSH	$5.9M
34	MATTERN CAPITAL MANAGEMENT, LLC	Shares	108.0KSH	$5.8M
35	Sonoma Allocations LLC	Shares	108.3KSH	$5.8M
36	Gallacher Capital Management LLC	Shares	107.0KSH	$5.7M
37	YARGER WEALTH STRATEGIES, LLC	Shares	107.5KSH	$5.7M
38	OPTIMA CAPITAL LLC	Shares	105.5KSH	$5.6M
39	FLYNN ZITO CAPITAL MANAGEMENT, LLC	Shares	96.9KSH	$5.2M
40	IFP Advisors, Inc	Shares	94.1KSH	$5.0M
41	Avondale Wealth Management	Shares	89.4KSH	$4.8M
42	Sherman Wealth Management LLC	Shares	86.8KSH	$4.6M
43	Bank of New Hampshire	Shares	86.4KSH	$4.6M
44	Fiduciary Alliance LLC	Shares	83.5KSH	$4.5M
45	New Capital Management LP	Shares	82.1KSH	$4.4M
46	Cedar Mountain Advisors, LLC	Shares	81.6KSH	$4.4M
47	MassMutual Private Wealth & Trust, FSB	Shares	70.5KSH	$3.8M
48	Boyer Financial Services, Inc.	Shares	66.6KSH	$3.6M
49	Midwest Financial Network, LLC	Shares	60.6KSH	$3.2M
50	Foster Victor Wealth Advisors, LLC	Shares	59.3KSH	$3.1M

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

50 / 117 loaded

#		Instrument
1	AdvisorNet Financial, Inc added	Shares	+228.1K	+$12.2M	$19.2M
2	Essex LLC added	Shares	+127.8K	+$6.7M	$42.7M
3	KWB Wealth added	Shares	+116.2K	+$6.1M	$20.8M
4	Farther Finance Advisors, LLC added	Shares	+64.3K	+$3.4M	$9.3M
5	Cobblestone Asset Management LLC added	Shares	+52.4K	+$2.8M	$12.3M
6	Bank of New Hampshire added	Shares	+47.4K	+$2.5M	$4.6M
7	Acropolis Investment Management, LLC new	Shares	+33.6K	+$1.8M	$1.8M
8	Clear Trail Advisors, LLC added	Shares	+28.6K	+$1.5M	$16.2M
9	LIFELONG WEALTH ADVISORS, INC. added	Shares	+29.8K	+$1.4M	$37.4M
10	KELLY FINANCIAL GROUP LLC added	Shares	+22.8K	+$1.2M	$1.6M
11	LOCKERMAN FINANCIAL GROUP, INC. added	Shares	+22.1K	+$1.2M	$2.5M
12	MassMutual Private Wealth & Trust, FSB added	Shares	+21.6K	+$1.1M	$3.8M
13	Pine Valley Investments Ltd Liability Co added	Shares	+22.6K	+$1.1M	$19.4M
14	Echo Wealth Management, LLC added	Shares	+22.1K	+$1.1M	$15.6M
15	J.W. COLE ADVISORS, INC. new	Shares	+20.6K	+$1.1M	$1.1M
16	Cedar Mountain Advisors, LLC added	Shares	+20.9K	+$1.1M	$4.4M
17	Prospera Financial Services Inc added	Shares	+18.0K	+$924.8K	$8.4M
18	Envestnet Portfolio Solutions, Inc. added	Shares	+17.3K	+$923.6K	$1.4M
19	Arlington Financial Advisors, LLC added	Shares	+19.9K	+$878.2K	$38.5M
20	NATIONS FINANCIAL GROUP INC, /IA/ /ADV new	Shares	+15.3K	+$816.4K	$816.4K
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+16.0K	+$763.0K	$8.1M
22	Vawter Financial, Ltd. added	Shares	+15.8K	+$752.7K	$19.3M
23	UNIQUE WEALTH, LLC added	Shares	+13.8K	+$734.3K	$1.1M
24	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+13.4K	+$710.3K	$1.6M
25	IFP Advisors, Inc added	Shares	+13.6K	+$705.2K	$5.0M
26	CGC Financial Services, LLC added	Shares	+15.7K	+$696.8K	$29.7M
27	Boyer Financial Services, Inc. added	Shares	+13.4K	+$687.2K	$3.6M
28	SMITHBRIDGE ASSET MANAGEMENT INC/DE added	Shares	+14.2K	+$671.0K	$18.3M
29	D.A. DAVIDSON & CO. added	Shares	+15.1K	+$664.5K	$29.6M
30	Choice Wealth Advisors LLC added	Shares	+13.2K	+$615.1K	$18.2M
31	Herold Advisors, Inc. added	Shares	+11.3K	+$601.8K	$1.3M
32	AGH Wealth Advisors, LLC added	Shares	+11.6K	+$574.6K	$9.5M
33	J. L. Bainbridge & Co., Inc. new	Shares	+10.7K	+$572.2K	$572.2K
34	Purus Wealth Management, LLC added	Shares	+9.9K	+$527.0K	$1.4M
35	Intrua Financial, LLC added	Shares	+13.1K	+$505.4K	$39.7M
36	5T Wealth, LLC added	Shares	+8.2K	+$437.4K	$870.8K
37	FLYNN ZITO CAPITAL MANAGEMENT, LLC added	Shares	+8.4K	+$427.8K	$5.2M
38	Sherman Wealth Management LLC added	Shares	+8.0K	+$406.8K	$4.6M
39	PRESILIUM PRIVATE WEALTH, LLC new	Shares	+7.6K	+$406.0K	$406.0K
40	XY Planning Network, Inc. new	Shares	+7.6K	+$405.4K	$405.4K
41	ENCOMPASS WEALTH ADVISORS, LLC new	Shares	+7.1K	+$378.3K	$378.3K
42	FIFTH THIRD SECURITIES, INC. added	Shares	+7.0K	+$369.5K	$1.9M
43	Capital Advisors Wealth Management, LLC added	Shares	+7.8K	+$354.2K	$12.6M
44	Aegis Wealth Management, Inc. added	Shares	+6.6K	+$351.6K	$742.7K
45	ERn Financial, LLC added	Shares	+7.0K	+$344.1K	$5.9M
46	SHEETS SMITH WEALTH MANAGEMENT added	Shares	+5.7K	+$299.9K	$1.1M
47	OPTIMA CAPITAL LLC added	Shares	+5.8K	+$284.6K	$5.6M
48	Ignite Planners, LLC added	Shares	+5.7K	+$270.2K	$1.6M
49	Cooper Financial Group added	Shares	+4.7K	+$215.0K	$7.4M
50	Y-Intercept (Hong Kong) Ltd new	Shares	+3.9K	+$207.2K	$207.2K

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