Filing Research | J P MORGAN EXCHANGE TRADED F Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	Ocean Park Asset Management, LLC	Shares	265.7KSH	$12.2M
2	Vawter Financial, Ltd.	Shares	135.9KSH	$6.3M
3	MISSION WEALTH MANAGEMENT, LP	Shares	120.8KSH	$5.6M
4	Royal Fund Management, LLC	Shares	116.3KSH	$5.4M
5	Windsor Capital Management, LLC	Shares	105.9KSH	$4.9M
6	ALBION FINANCIAL GROUP /UT	Shares	52.8KSH	$2.4M
7	Investment Partners Asset Management, Inc.	Shares	48.1KSH	$2.2M
8	FIFTH THIRD SECURITIES, INC.	Shares	36.5KSH	$1.7M
9	Nolet Wealth Management, LLC	Shares	23.5KSH	$1.1M
10	5T Wealth, LLC	Shares	22.3KSH	$1.0M
11	MN Wealth Advisors, LLC	Shares	17.1KSH	$790.2K
12	Dynamic Advisor Solutions LLC	Shares	16.6KSH	$763.7K
13	Farther Finance Advisors, LLC	Shares	16.2KSH	$744.8K
14	Independent Wealth Network Inc.	Shares	13.2KSH	$606.3K
15	IFP Advisors, Inc	Shares	7.3KSH	$334.8K
16	Composition Wealth, LLC	Shares	7.1KSH	$327.9K
17	MassMutual Private Wealth & Trust, FSB	Shares	6.1KSH	$280.5K
18	LOCKERMAN FINANCIAL GROUP, INC.	Shares	6.0KSH	$278.4K
19	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	5.1KSH	$233.1K
20	CGN Advisors LLC	Shares	4.6KSH	$209.8K
21	Rosenberg Matthew Hamilton	Shares	3.4KSH	$157.5K
22	AdvisorNet Financial, Inc	Shares	1.4KSH	$66.7K
23	Capital Investment Advisory Services, LLC	Shares	886SH	$40.8K
24	SBI Securities Co., Ltd.	Shares	475SH	$21.9K
25	Vision Retirement, LLC	Shares	425SH	$19.6K
26	LGT Financial Advisors LLC	Shares	250SH	$11.5K
27	Triumph Capital Management	Shares	108SH	$5.0K
28	PARK AVENUE SECURITIES LLC	Shares	37.0KSH	$1.7K
29	HARBOR INVESTMENT ADVISORY, LLC	Shares	30SH	$1.4K
30	Spire Wealth Management	Shares	15SH	$691
31	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	2SH	$93

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

33 / 33 loaded

#		Instrument
1	FIFTH THIRD SECURITIES, INC. added	Shares	+27.4K	+$1.3M	$1.7M
2	MISSION WEALTH MANAGEMENT, LP added	Shares	+25.1K	+$1.2M	$5.6M
3	Vawter Financial, Ltd. added	Shares	+15.1K	+$726.6K	$6.3M
4	Farther Finance Advisors, LLC added	Shares	+10.8K	+$499.8K	$744.8K
5	Royal Fund Management, LLC added	Shares	+5.0K	+$260.0K	$5.4M
6	ALBION FINANCIAL GROUP /UT added	Shares	+4.0K	+$195.9K	$2.4M
7	Investment Partners Asset Management, Inc. added	Shares	+1.3K	+$74.0K	$2.2M
8	Ocean Park Asset Management, LLC unchanged	Shares	0	+$70.4K	$12.2M
9	MN Wealth Advisors, LLC added	Shares	+991	+$50.0K	$790.2K
10	IFP Advisors, Inc added	Shares	+881	+$42.3K	$334.8K
11	Independent Wealth Network Inc. added	Shares	+233	+$14.2K	$606.3K
12	Nolet Wealth Management, LLC unchanged	Shares	0	+$6.2K	$1.1M
13	AdvisorNet Financial, Inc added	Shares	+126	+$6.2K	$66.7K
14	SBI Securities Co., Ltd. added	Shares	+98	+$4.6K	$21.9K
15	Capital Investment Advisory Services, LLC added	Shares	+19	+$1.1K	$40.8K
16	Rosenberg Matthew Hamilton unchanged	Shares	0	+$906	$157.5K
17	Dynamic Advisor Solutions LLC trimmed	Shares	-82	+$640	$763.7K
18	Triumph Capital Management added	Shares	+9	+$441	$5.0K
19	LGT Financial Advisors LLC added	Shares	+8	+$434	$11.5K
20	Vision Retirement, LLC unchanged	Shares	0	+$112	$19.6K
21	Spire Wealth Management added	Shares	+2	+$95	$691
22	PARK AVENUE SECURITIES LLC added	Shares	+617	+$38	$1.7K
23	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$8	$1.4K
24	HALBERT HARGROVE GLOBAL ADVISORS, LLC unchanged	Shares	0	+$1	$93
25	ACORN FINANCIAL ADVISORY SERVICES INC /ADV trimmed	Shares	-43	-$632	$233.1K
26	LOCKERMAN FINANCIAL GROUP, INC. trimmed	Shares	-58	-$1.1K	$278.4K
27	Sound Income Strategies, LLC exited	Shares	-50	-$2.3K	$0
28	Composition Wealth, LLC trimmed	Shares	-108	-$3.1K	$327.9K
29	5T Wealth, LLC trimmed	Shares	-204	-$3.4K	$1.0M
30	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-149	-$5.2K	$280.5K
31	CGN Advisors LLC trimmed	Shares	-184	-$7.2K	$209.8K
32	Windsor Capital Management, LLC trimmed	Shares	-2.3K	-$75.4K	$4.9M
33	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors exited	Shares	-12.7K	-$584.1K	$0