Filing Research | J P MORGAN EXCHANGE TRADED F Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	CGN Advisors LLC	Shares	446.0KSH	$21.0M
2	Apella Capital, LLC	Shares	415.0KSH	$19.5M
3	Roof Eidam Maycock Peralta, LLC	Shares	347.1KSH	$16.4M
4	Hennion & Walsh Asset Management, Inc.	Shares	312.3KSH	$14.7M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	145.7KSH	$6.8M
6	Boyce & Associates Wealth Consulting, Inc.	Shares	122.5KSH	$5.8M
7	CARY STREET PARTNERS FINANCIAL LLC	Shares	102.9KSH	$4.9M
8	21 West Wealth Management LLC	Shares	76.8KSH	$3.6M
9	HARBOUR INVESTMENT MANAGEMENT LLC	Shares	71.9KSH	$3.4M
10	Farther Finance Advisors, LLC	Shares	40.5KSH	$1.9M
11	LexAurum Advisors, LLC	Shares	37.8KSH	$1.8M
12	D.A. DAVIDSON & CO.	Shares	30.0KSH	$1.4M
13	Avidian Wealth Enterprises, LLC	Shares	21.4KSH	$1.0M
14	CRA Financial Services, LLC	Shares	17.6KSH	$831.2K
15	Interchange Capital Partners, LLC	Shares	16.1KSH	$758.6K
16	Lodestone Wealth Management LLC	Shares	14.0KSH	$658.9K
17	Merit Financial Group, LLC	Shares	13.2KSH	$622.7K
18	Tempus Wealth Planning, LLC	Shares	13.2KSH	$622.4K
19	Professional Financial Advisors, LLC	Shares	10.7KSH	$504.2K
20	Vawter Financial, Ltd.	Shares	9.4KSH	$441.5K
21	Flagship Capital Management Inc.	Shares	8.6KSH	$406.4K
22	BLUEDOOR PRIVATE WEALTH, LLC	Shares	8.4KSH	$394.1K
23	BENJAMIN EDWARDS INC	Shares	6.2KSH	$294.0K
24	Wealth Dimensions Group, Ltd.	Shares	5.9KSH	$280.4K
25	Prospera Financial Services Inc	Shares	5.4KSH	$253.2K
26	Barnes Wealth Management Group, Inc	Shares	4.6KSH	$218.1K
27	Gradient Capital Advisors, LLC	Shares	4.5KSH	$211.1K
28	Bank of New Hampshire	Shares	3.1KSH	$145.0K
29	Cedar Mountain Advisors, LLC	Shares	2.9KSH	$138.6K
30	Trust Co	Shares	2.2KSH	$101.4K
31	Wilkerson Advisory Group LLC	Shares	202SH	$9.5K
32	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	84SH	$4.0K

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

32 / 32 loaded

#		Instrument
1	CGN Advisors LLC added	Shares	+59.2K	+$2.7M	$21.0M
2	Hennion & Walsh Asset Management, Inc. added	Shares	+32.4K	+$1.5M	$14.7M
3	LexAurum Advisors, LLC added	Shares	+20.1K	+$944.5K	$1.8M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+17.9K	+$806.8K	$6.8M
5	Tempus Wealth Planning, LLC new	Shares	+13.2K	+$622.4K	$622.4K
6	Avidian Wealth Enterprises, LLC added	Shares	+12.4K	+$584.4K	$1.0M
7	BENJAMIN EDWARDS INC new	Shares	+6.2K	+$294.0K	$294.0K
8	Farther Finance Advisors, LLC added	Shares	+4.7K	+$222.1K	$1.9M
9	Barnes Wealth Management Group, Inc new	Shares	+4.6K	+$218.1K	$218.1K
10	CRA Financial Services, LLC added	Shares	+4.2K	+$197.0K	$831.2K
11	Flagship Capital Management Inc. added	Shares	+3.0K	+$141.5K	$406.4K
12	Cedar Mountain Advisors, LLC new	Shares	+2.9K	+$138.6K	$138.6K
13	Boyce & Associates Wealth Consulting, Inc. added	Shares	+3.1K	+$127.5K	$5.8M
14	Bank of New Hampshire added	Shares	+2.6K	+$121.3K	$145.0K
15	Interchange Capital Partners, LLC added	Shares	+2.5K	+$116.6K	$758.6K
16	Trust Co added	Shares	+994	+$46.7K	$101.4K
17	HARBOUR INVESTMENT MANAGEMENT LLC added	Shares	+1.0K	+$36.6K	$3.4M
18	Gradient Capital Advisors, LLC added	Shares	+183	+$8.0K	$211.1K
19	Lodestone Wealth Management LLC added	Shares	+139	+$4.4K	$658.9K
20	Professional Financial Advisors, LLC added	Shares	+103	+$3.2K	$504.2K
21	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+1	+$26	$4.0K
22	Wilkerson Advisory Group LLC unchanged	Shares	0	-$32	$9.5K
23	Prospera Financial Services Inc unchanged	Shares	0	-$834	$253.2K
24	Wealth Dimensions Group, Ltd. unchanged	Shares	0	-$922	$280.4K
25	Vawter Financial, Ltd. trimmed	Shares	-66	-$4.6K	$441.5K
26	D.A. DAVIDSON & CO. trimmed	Shares	-85	-$8.7K	$1.4M
27	Roof Eidam Maycock Peralta, LLC trimmed	Shares	-709	-$87.3K	$16.4M
28	BLUEDOOR PRIVATE WEALTH, LLC trimmed	Shares	-2.2K	-$103.7K	$394.1K
29	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-6.8K	-$336.7K	$4.9M
30	21 West Wealth Management LLC trimmed	Shares	-8.4K	-$407.0K	$3.6M
31	Apella Capital, LLC trimmed	Shares	-15.7K	-$956.3K	$19.5M
32	Merit Financial Group, LLC trimmed	Shares	-28.6K	-$1.4M	$622.7K