Filing Research | J P MORGAN EXCHANGE TRADED F Institutional Holdings

Snapshot holdings

50 / 129 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.9MSH	$127.7M
2	CGC Financial Services, LLC	Shares	665.0KSH	$44.9M
3	Brookstone Capital Management	Shares	358.4KSH	$24.2M
4	Longview Financial Advisors LLC	Shares	288.9KSH	$19.5M
5	CARY STREET PARTNERS FINANCIAL LLC	Shares	202.2KSH	$13.7M
6	SIGNATUREFD, LLC	Shares	197.2KSH	$13.3M
7	Crewe Advisors LLC	Shares	183.8KSH	$12.4M
8	Owl Creek Wealth Partners LLC	Shares	174.0KSH	$11.8M
9	Avidian Wealth Enterprises, LLC	Shares	173.9KSH	$11.8M
10	Avior Wealth Management, LLC	Shares	173.7KSH	$11.7M
11	Allegheny Financial Group	Shares	169.3KSH	$11.4M
12	Archford Capital Strategies, LLC	Shares	157.9KSH	$10.7M
13	ORRSTOWN FINANCIAL SERVICES INC	Shares	156.2KSH	$10.6M
14	LIFELONG WEALTH ADVISORS, INC.	Shares	149.8KSH	$10.1M
15	Sprinkle Financial Consultants LLC	Shares	120.3KSH	$8.1M
16	Oak Wealth Advisors LLC	Shares	113.3KSH	$7.7M
17	Compass Financial Services Inc	Shares	109.8KSH	$7.4M
18	Smallwood Wealth Investment Management, LLC	Shares	106.8KSH	$7.2M
19	Planned Solutions, Inc.	Shares	106.6KSH	$7.2M
20	Fiduciary Alliance LLC	Shares	106.1KSH	$7.2M
21	Hughes Financial Services, LLC	Shares	101.6KSH	$6.9M
22	BLUEDOOR PRIVATE WEALTH, LLC	Shares	94.2KSH	$6.4M
23	DeDora Capital, Inc.	Shares	88.0KSH	$5.9M
24	Capital Investment Advisory Services, LLC	Shares	81.2KSH	$5.5M
25	Financial Management Professionals, Inc.	Shares	73.1KSH	$4.9M
26	Cooper Financial Group	Shares	63.3KSH	$4.3M
27	Echo Wealth Management, LLC	Shares	58.3KSH	$3.9M
28	PENNEY FINANCIAL, LLC	Shares	52.9KSH	$3.6M
29	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	51.0KSH	$3.4M
30	HARBOR INVESTMENT ADVISORY, LLC	Shares	49.4KSH	$3.3M
31	Sincerus Advisory, LLC	Shares	45.1KSH	$3.0M
32	Shore Point Advisors, LLC	Shares	44.8KSH	$3.0M
33	Envestnet Portfolio Solutions, Inc.	Shares	44.7KSH	$3.0M
34	Selby Wealth Management, LLC	Shares	41.8KSH	$2.8M
35	DAVENPORT & Co LLC	Shares	41.3KSH	$2.8M
36	Interchange Capital Partners, LLC	Shares	41.1KSH	$2.8M
37	RFG Advisory, LLC	Shares	40.4KSH	$2.7M
38	MILESTONE ASSET MANAGEMENT, LLC	Shares	39.6KSH	$2.7M
39	Essential Investment Partners LLC	Shares	39.2KSH	$2.6M
40	ARWA LLC	Shares	38.7KSH	$2.6M
41	Pine Valley Investments Ltd Liability Co	Shares	34.1KSH	$2.3M
42	YARGER WEALTH STRATEGIES, LLC	Shares	32.9KSH	$2.3M
43	Marshall & Sterling Wealth Advisors Inc.	Shares	33.2KSH	$2.2M
44	RIVERCHASE WEALTH MANAGEMENT, LLC	Shares	33.0KSH	$2.2M
45	Security National Bank	Shares	32.9KSH	$2.2M
46	Patriot Financial Group Insurance Agency, LLC	Shares	30.2KSH	$2.0M
47	YHB Investment Advisors, Inc.	Shares	29.8KSH	$2.0M
48	Grant Private Wealth Management Inc	Shares	29.4KSH	$2.0M
49	Strategic Blueprint, LLC	Shares	29.4KSH	$2.0M
50	IFP Advisors, Inc	Shares	28.1KSH	$1.9M

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

50 / 135 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+162.1K	+$18.2M	$127.7M
2	Brookstone Capital Management added	Shares	+60.2K	+$5.2M	$24.2M
3	Allegheny Financial Group added	Shares	+51.7K	+$3.9M	$11.4M
4	Longview Financial Advisors LLC added	Shares	+22.1K	+$2.5M	$19.5M
5	Interchange Capital Partners, LLC added	Shares	+31.3K	+$2.2M	$2.8M
6	Sprinkle Financial Consultants LLC added	Shares	+18.7K	+$1.6M	$8.1M
7	Smallwood Wealth Investment Management, LLC added	Shares	+17.6K	+$1.5M	$7.2M
8	J.W. COLE ADVISORS, INC. new	Shares	+20.9K	+$1.4M	$1.4M
9	Archford Capital Strategies, LLC added	Shares	+13.0K	+$1.4M	$10.7M
10	Essential Investment Partners LLC added	Shares	+19.3K	+$1.4M	$2.6M
11	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+16.0K	+$1.2M	$3.4M
12	Compass Financial Services Inc added	Shares	+12.1K	+$1.2M	$7.4M
13	ORRSTOWN FINANCIAL SERVICES INC added	Shares	+9.0K	+$1.1M	$10.6M
14	DeDora Capital, Inc. added	Shares	+12.7K	+$1.1M	$5.9M
15	Owl Creek Wealth Partners LLC added	Shares	+7.1K	+$1.1M	$11.8M
16	Capital Investment Advisory Services, LLC added	Shares	+12.2K	+$1.1M	$5.5M
17	Crewe Advisors LLC added	Shares	+4.1K	+$935.8K	$12.4M
18	Avidian Wealth Enterprises, LLC added	Shares	+4.0K	+$893.6K	$11.8M
19	Avior Wealth Management, LLC added	Shares	+1.2K	+$716.4K	$11.7M
20	LIFELONG WEALTH ADVISORS, INC. added	Shares	+2.0K	+$679.3K	$10.1M
21	Key FInancial Inc added	Shares	+8.9K	+$658.5K	$1.6M
22	Financial Management Professionals, Inc. added	Shares	+5.2K	+$598.7K	$4.9M
23	ARWA LLC added	Shares	+7.5K	+$591.4K	$2.6M
24	ORBA Wealth Advisors, L.L.C. new	Shares	+8.7K	+$586.0K	$586.0K
25	RIVERCHASE WEALTH MANAGEMENT, LLC added	Shares	+6.1K	+$511.1K	$2.2M
26	Hughes Financial Services, LLC added	Shares	+1.1K	+$441.6K	$6.9M
27	Sincerus Advisory, LLC added	Shares	+4.3K	+$441.4K	$3.0M
28	Chris Bulman Inc new	Shares	+6.4K	+$434.5K	$434.5K
29	Fiduciary Alliance LLC added	Shares	+4.9K	+$419.2K	$7.2M
30	Security National Bank added	Shares	+4.6K	+$415.4K	$2.2M
31	Oak Wealth Advisors LLC trimmed	Shares	-29	+$414.1K	$7.7M
32	Echo Wealth Management, LLC added	Shares	+3.0K	+$404.0K	$3.9M
33	Fortitude Advisory Group L.L.C. added	Shares	+5.2K	+$365.6K	$645.7K
34	MILESTONE ASSET MANAGEMENT, LLC added	Shares	+3.2K	+$348.2K	$2.7M
35	Accurate Wealth Management, LLC new	Shares	+4.6K	+$313.1K	$313.1K
36	Bond & Devick Financial Network, Inc. new	Shares	+4.4K	+$300.1K	$300.1K
37	Alliance Wealth Advisors, LLC new	Shares	+3.9K	+$260.2K	$260.2K
38	Arbor Investment Advisors, LLC new	Shares	+3.6K	+$246.5K	$246.5K
39	Selby Wealth Management, LLC added	Shares	+1.5K	+$246.2K	$2.8M
40	CORA CAPITAL ADVISORS LLC new	Shares	+3.5K	+$233.2K	$233.2K
41	Lakeridge Wealth Management LLC added	Shares	+2.0K	+$218.9K	$1.7M
42	TITLEIST ASSET MANAGEMENT, LLC new	Shares	+3.2K	+$217.0K	$217.0K
43	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+3.1K	+$207.8K	$207.8K
44	Intrua Financial, LLC new	Shares	+3.0K	+$200.8K	$200.8K
45	Planned Solutions, Inc. trimmed	Shares	-3.3K	+$180.5K	$7.2M
46	Cyndeo Wealth Partners, LLC added	Shares	+1.2K	+$175.6K	$1.8M
47	CoreCap Advisors, LLC added	Shares	+2.2K	+$167.8K	$550.4K
48	MEMBERS WEALTH LLC added	Shares	+2.3K	+$162.5K	$1.0M
49	HARBOR INVESTMENT ADVISORY, LLC trimmed	Shares	-490	+$150.1K	$3.3M
50	Strategic Blueprint, LLC added	Shares	+212	+$121.6K	$2.0M

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