Filing Research | J P MORGAN EXCHANGE TRADED F Institutional Holdings

Snapshot holdings

50 / 58 loaded

#		Instrument	quantity
1	Tradewinds Capital Management, LLC	Shares	387.4KSH	$38.5M
2	Mirae Asset Global Investments Co., Ltd.	Shares	345.7KSH	$34.4M
3	STRATEGIC INVESTMENT MANAGEMENT, LLC	Shares	333.3KSH	$33.1M
4	ACIMA PRIVATE WEALTH, LLC	Shares	27.4KSH	$2.7M
5	Nolet Wealth Management, LLC	Shares	11.1KSH	$1.1M
6	Yoffe Investment Management, LLC	Shares	10.5KSH	$1.0M
7	Ballentine Partners, LLC	Shares	9.8KSH	$974.0K
8	Avidian Wealth Enterprises, LLC	Shares	8.1KSH	$805.3K
9	Sowell Financial Services LLC	Shares	7.7KSH	$763.3K
10	GREENWOOD GEARHART LLC	Shares	7.2KSH	$719.1K
11	L.K. Benson & Company, P.C.	Shares	7.0KSH	$695.8K
12	Ocean Park Asset Management, LLC	Shares	6.0KSH	$599.9K
13	Sunpointe, LLC	Shares	5.9KSH	$586.6K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.9KSH	$495.0K
15	MISSION WEALTH MANAGEMENT, LP	Shares	4.7KSH	$463.4K
16	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	4.6KSH	$459.2K
17	SAPIENT CAPITAL LLC	Shares	4.3KSH	$428.8K
18	SUMMITRY LLC	Shares	4.3KSH	$427.6K
19	Morton Capital Management LLC/CA	Shares	3.6KSH	$357.3K
20	One Wealth Management Investment & Advisory Services, LLC	Shares	3.3KSH	$332.6K
21	QRG CAPITAL MANAGEMENT, INC.	Shares	3.2KSH	$321.5K
22	FSM Wealth Advisors, LLC	Shares	3.2KSH	$320.9K
23	Balefire, LLC	Shares	2.6KSH	$261.2K
24	Cedarwood Wealth LLC	Shares	2.5KSH	$249.8K
25	Miller Global Investments, LLC	Shares	2.5KSH	$246.2K
26	Arlington Trust Co LLC	Shares	2.5KSH	$245.8K
27	BRANDYWINE OAK PRIVATE WEALTH LLC	Shares	2.4KSH	$237.4K
28	FIRST CITIZENS BANK & TRUST CO	Shares	2.4KSH	$234.7K
29	Crewe Advisors LLC	Shares	2.1KSH	$208.7K
30	ARMSTRONG ADVISORY GROUP, INC	Shares	1.4KSH	$135.0K
31	Farther Finance Advisors, LLC	Shares	1.2KSH	$118.6K
32	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	1.1KSH	$105.4K
33	TRUST CO OF TOLEDO NA /OH/	Shares	846SH	$84.1K
34	Blue Trust, Inc.	Shares	662SH	$65.8K
35	AdvisorNet Financial, Inc	Shares	495SH	$49.2K
36	GAMMA Investing LLC	Shares	486SH	$48.3K
37	Golden State Wealth Management, LLC	Shares	451SH	$44.8K
38	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	410SH	$40.8K
39	LifeSteps Financial, Inc.	Shares	405SH	$40.3K
40	Spire Wealth Management	Shares	200SH	$19.9K
41	Ares Financial Consulting, LLC	Shares	194SH	$19.3K
42	Capital Investment Advisory Services, LLC	Shares	188SH	$18.7K
43	Aventura Private Wealth, LLC	Shares	181SH	$18.0K
44	Longview Financial Advisors LLC	Shares	166SH	$16.5K
45	ALBION FINANCIAL GROUP /UT	Shares	152SH	$15.1K
46	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	141SH	$14.0K
47	Abound Wealth Management	Shares	126SH	$12.5K
48	LANARK FINANCIAL, INC.	Shares	110SH	$10.9K
49	IFP Advisors, Inc	Shares	81SH	$8.1K
50	Center for Financial Planning, Inc.	Shares	79SH	$7.9K

Scroll to load more

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

50 / 63 loaded

#		Instrument
1	Tradewinds Capital Management, LLC new	Shares	+387.4K	+$38.5M	$38.5M
2	STRATEGIC INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$1.8M	$33.1M
3	GREENWOOD GEARHART LLC new	Shares	+7.2K	+$719.1K	$719.1K
4	MISSION WEALTH MANAGEMENT, LP new	Shares	+4.7K	+$463.4K	$463.4K
5	Sumitomo Mitsui DS Asset Management Company, Ltd new	Shares	+4.6K	+$459.2K	$459.2K
6	SUMMITRY LLC new	Shares	+4.3K	+$427.6K	$427.6K
7	Ballentine Partners, LLC added	Shares	+1.7K	+$213.5K	$974.0K
8	Arlington Trust Co LLC added	Shares	+1.7K	+$170.7K	$245.8K
9	ACIMA PRIVATE WEALTH, LLC trimmed	Shares	-663	+$83.9K	$2.7M
10	Nolet Wealth Management, LLC trimmed	Shares	-11	+$58.3K	$1.1M
11	Yoffe Investment Management, LLC unchanged	Shares	0	+$56.3K	$1.0M
12	Farther Finance Advisors, LLC added	Shares	+486	+$51.7K	$118.6K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+170	+$47.2K	$495.0K
14	Avidian Wealth Enterprises, LLC added	Shares	+36	+$46.6K	$805.3K
15	Golden State Wealth Management, LLC new	Shares	+451	+$44.8K	$44.8K
16	LifeSteps Financial, Inc. new	Shares	+405	+$40.3K	$40.3K
17	L.K. Benson & Company, P.C. unchanged	Shares	0	+$37.4K	$695.8K
18	Ocean Park Asset Management, LLC unchanged	Shares	0	+$32.2K	$599.9K
19	SAPIENT CAPITAL LLC unchanged	Shares	0	+$23.0K	$428.8K
20	Ares Financial Consulting, LLC new	Shares	+194	+$19.3K	$19.3K
21	BRANDYWINE OAK PRIVATE WEALTH LLC added	Shares	+19	+$14.5K	$237.4K
22	Cedarwood Wealth LLC unchanged	Shares	0	+$13.4K	$249.8K
23	Morton Capital Management LLC/CA trimmed	Shares	-64	+$13.2K	$357.3K
24	QRG CAPITAL MANAGEMENT, INC. trimmed	Shares	-64	+$11.3K	$321.5K
25	Crewe Advisors LLC unchanged	Shares	0	+$11.2K	$208.7K
26	FIRST CITIZENS BANK & TRUST CO trimmed	Shares	-24	+$10.3K	$234.7K
27	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$7.3K	$135.0K
28	Miller Global Investments, LLC trimmed	Shares	-72	+$6.5K	$246.2K
29	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$5.7K	$105.4K
30	Cape Investment Advisory, Inc. new	Shares	+53	+$5.3K	$5.3K
31	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$4.5K	$84.1K
32	Blue Trust, Inc. unchanged	Shares	0	+$3.5K	$65.8K
33	AdvisorNet Financial, Inc unchanged	Shares	0	+$2.6K	$49.2K
34	GAMMA Investing LLC unchanged	Shares	0	+$2.6K	$48.3K
35	Oakworth Capital, Inc. new	Shares	+20	+$2.0K	$2.0K
36	Balefire, LLC trimmed	Shares	-133	+$1.5K	$261.2K
37	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$1.0K	$18.7K
38	Aventura Private Wealth, LLC unchanged	Shares	0	+$966	$18.0K
39	Longview Financial Advisors LLC unchanged	Shares	0	+$887	$16.5K
40	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	+$811	$15.1K
41	Abound Wealth Management unchanged	Shares	0	+$673	$12.5K
42	Spire Wealth Management trimmed	Shares	-5	+$598	$19.9K
43	Center for Financial Planning, Inc. unchanged	Shares	0	+$422	$7.9K
44	HHM Wealth Advisors, LLC unchanged	Shares	0	+$277	$5.2K
45	CoreCap Advisors, LLC unchanged	Shares	0	+$240	$4.5K
46	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-19	+$220	$40.8K
47	Fortis Group Advisors, LLC unchanged	Shares	0	+$123	$2.3K
48	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$64	$1.2K
49	Granite FO LLC unchanged	Shares	0	+$53	$994
50	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$48	$895

Scroll to load more