Filing Research | J P MORGAN EXCHANGE TRADED F Institutional Holdings

Snapshot holdings

50 / 57 loaded

#		Instrument	quantity
1	Mirae Asset Global Investments Co., Ltd.	Shares	788.7KSH	$59.4M
2	Birch Hill Investment Advisors LLC	Shares	200.3KSH	$15.1M
3	Avidian Wealth Enterprises, LLC	Shares	156.9KSH	$11.8M
4	BigSur Wealth Management LLC	Shares	96.9KSH	$7.3M
5	Focus Financial Network, Inc.	Shares	52.3KSH	$3.9M
6	ACIMA PRIVATE WEALTH, LLC	Shares	44.8KSH	$3.4M
7	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	40.7KSH	$3.1M
8	Nolet Wealth Management, LLC	Shares	35.2KSH	$2.7M
9	Interchange Capital Partners, LLC	Shares	31.4KSH	$2.4M
10	GREENWOOD GEARHART LLC	Shares	19.5KSH	$1.5M
11	Ballentine Partners, LLC	Shares	19.3KSH	$1.5M
12	Noble Wealth Partners LLC	Shares	18.7KSH	$1.4M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.1KSH	$767.8K
14	SUMMITRY LLC	Shares	9.9KSH	$744.1K
15	AlphaCentric Advisors LLC	Shares	9.1KSH	$684.6K
16	Farther Finance Advisors, LLC	Shares	8.0KSH	$603.0K
17	Morton Capital Management LLC/CA	Shares	7.8KSH	$585.7K
18	FSM Wealth Advisors, LLC	Shares	7.1KSH	$535.3K
19	One Wealth Management Investment & Advisory Services, LLC	Shares	6.0KSH	$449.7K
20	Sowell Financial Services LLC	Shares	5.9KSH	$443.4K
21	Arlington Trust Co LLC	Shares	5.7KSH	$432.0K
22	Yoffe Investment Management, LLC	Shares	5.4KSH	$408.4K
23	Miller Global Investments, LLC	Shares	4.4KSH	$334.7K
24	MISSION WEALTH MANAGEMENT, LP	Shares	4.3KSH	$321.9K
25	GC Wealth Management RIA, LLC	Shares	4.0KSH	$301.2K
26	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.9KSH	$292.0K
27	AUGUSTINE ASSET MANAGEMENT INC	Shares	3.2KSH	$239.4K
28	SIERRA SUMMIT ADVISORS LLC	Shares	3.0KSH	$227.7K
29	Mechanics Bank Trust Department	Shares	3.0KSH	$224.8K
30	MOODY LYNN LIEBERSON & WALKER, LLC	Shares	2.8KSH	$207.3K
31	Etesian Wealth Advisors, Inc.	Shares	2.7KSH	$203.3K
32	Avior Wealth Management, LLC	Shares	2.7KSH	$202.9K
33	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.7KSH	$127.7K
34	ARMSTRONG ADVISORY GROUP, INC	Shares	1.2KSH	$93.1K
35	SBI Securities Co., Ltd.	Shares	1.1KSH	$84.9K
36	TRUST CO OF TOLEDO NA /OH/	Shares	1.0KSH	$77.0K
37	Blue Trust, Inc.	Shares	1.0KSH	$76.5K
38	BARRETT & COMPANY, INC.	Shares	1.0KSH	$75.3K
39	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	727SH	$54.8K
40	AdvisorNet Financial, Inc	Shares	584SH	$44.0K
41	Spire Wealth Management	Shares	528SH	$39.8K
42	Golden State Wealth Management, LLC	Shares	489SH	$36.8K
43	Ares Financial Consulting, LLC	Shares	430SH	$32.4K
44	Aventura Private Wealth, LLC	Shares	278SH	$20.9K
45	IFP Advisors, Inc	Shares	268SH	$20.2K
46	SENTINEL TRUST CO LBA	Shares	249.0KSH	$18.8K
47	GAMMA Investing LLC	Shares	244SH	$18.4K
48	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	242SH	$18.2K
49	LANARK FINANCIAL, INC.	Shares	210SH	$15.8K
50	Center for Financial Planning, Inc.	Shares	147SH	$11.1K

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

50 / 65 loaded

#		Instrument
1	Mirae Asset Global Investments Co., Ltd. added	Shares	+75.7K	+$10.3M	$59.4M
2	Birch Hill Investment Advisors LLC added	Shares	+44.6K	+$4.4M	$15.1M
3	GREENWOOD GEARHART LLC new	Shares	+19.5K	+$1.5M	$1.5M
4	Avidian Wealth Enterprises, LLC added	Shares	+2.1K	+$1.1M	$11.8M
5	SUMMITRY LLC new	Shares	+9.9K	+$744.1K	$744.1K
6	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+6.0K	+$670.5K	$3.1M
7	BigSur Wealth Management LLC trimmed	Shares	-840	+$562.4K	$7.3M
8	Interchange Capital Partners, LLC trimmed	Shares	-2.3K	+$471.7K	$2.4M
9	Ballentine Partners, LLC added	Shares	+4.4K	+$425.4K	$1.5M
10	GC Wealth Management RIA, LLC new	Shares	+4.0K	+$301.2K	$301.2K
11	Arlington Trust Co LLC added	Shares	+3.6K	+$282.9K	$432.0K
12	ACIMA PRIVATE WEALTH, LLC trimmed	Shares	-213	+$272.1K	$3.4M
13	Mechanics Bank Trust Department new	Shares	+3.0K	+$224.8K	$224.8K
14	Nolet Wealth Management, LLC trimmed	Shares	-11	+$224.7K	$2.7M
15	MOODY LYNN LIEBERSON & WALKER, LLC new	Shares	+2.8K	+$207.3K	$207.3K
16	Avior Wealth Management, LLC new	Shares	+2.7K	+$202.9K	$202.9K
17	Farther Finance Advisors, LLC added	Shares	+1.4K	+$137.9K	$603.0K
18	MISSION WEALTH MANAGEMENT, LP added	Shares	+1.1K	+$104.8K	$321.9K
19	AlphaCentric Advisors LLC added	Shares	+249	+$75.3K	$684.6K
20	BARRETT & COMPANY, INC. new	Shares	+1.0K	+$75.3K	$75.3K
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+9	+$68.3K	$767.8K
22	Morton Capital Management LLC/CA added	Shares	+101	+$56.7K	$585.7K
23	Sowell Financial Services LLC added	Shares	+181	+$50.2K	$443.4K
24	Yoffe Investment Management, LLC unchanged	Shares	0	+$34.7K	$408.4K
25	Ares Financial Consulting, LLC new	Shares	+430	+$32.4K	$32.4K
26	EVERGREEN CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$24.8K	$292.0K
27	Golden State Wealth Management, LLC added	Shares	+253	+$20.6K	$36.8K
28	SIERRA SUMMIT ADVISORS LLC unchanged	Shares	0	+$19.3K	$227.7K
29	Miller Global Investments, LLC trimmed	Shares	-135	+$19.1K	$334.7K
30	IFP Advisors, Inc added	Shares	+128	+$10.5K	$20.2K
31	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$7.9K	$93.1K
32	FSM Wealth Advisors, LLC trimmed	Shares	-564	+$6.6K	$535.3K
33	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$6.5K	$77.0K
34	Blue Trust, Inc. unchanged	Shares	0	+$6.5K	$76.5K
35	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-45	+$4.6K	$127.7K
36	AdvisorNet Financial, Inc unchanged	Shares	0	+$3.7K	$44.0K
37	Spire Wealth Management unchanged	Shares	0	+$3.4K	$39.8K
38	Oakworth Capital, Inc. new	Shares	+41	+$3.1K	$3.1K
39	Aventura Private Wealth, LLC unchanged	Shares	0	+$1.8K	$20.9K
40	GAMMA Investing LLC unchanged	Shares	0	+$1.6K	$18.4K
41	Center for Financial Planning, Inc. unchanged	Shares	0	+$941	$11.1K
42	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$886	$18.2K
43	HHM Wealth Advisors, LLC unchanged	Shares	0	+$691	$8.1K
44	CoreCap Advisors, LLC unchanged	Shares	0	+$468	$5.5K
45	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$454	$5.3K
46	SENTINEL TRUST CO LBA trimmed	Shares	-19.3K	+$263	$18.8K
47	One Wealth Management Investment & Advisory Services, LLC trimmed	Shares	-551	+$245	$449.7K
48	Triumph Capital Management unchanged	Shares	0	+$224	$2.6K
49	Fortis Group Advisors, LLC unchanged	Shares	0	+$166	$2.0K
50	Granite FO LLC unchanged	Shares	0	+$153	$1.8K

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