Filing Research | J P MORGAN EXCHANGE TRADED F Institutional Holdings

Snapshot holdings

50 / 53 loaded

#		Instrument	quantity
1	Syntegra Private Wealth Group, LLC	Shares	633.1KSH	$49.4M
2	Wagner Wealth Management, LLC	Shares	440.1KSH	$34.3M
3	Meridian Financial Partners LLC	Shares	347.6KSH	$26.6M
4	CGC Financial Services, LLC	Shares	324.2KSH	$25.3M
5	Advisory Resource Group	Shares	258.9KSH	$20.2M
6	Retirement Management Systems Inc.	Shares	228.4KSH	$17.8M
7	Bond & Devick Financial Network, Inc.	Shares	182.8KSH	$14.3M
8	Scarborough Advisors, LLC	Shares	121.7KSH	$9.3M
9	Commonwealth Financial Services, LLC	Shares	95.4KSH	$7.4M
10	Legacy Private Trust Co.	Shares	90.3KSH	$7.0M
11	Stewardship Advisors, LLC	Shares	89.8KSH	$7.0M
12	Lakeridge Wealth Management LLC	Shares	82.4KSH	$6.4M
13	Platform Technology Partners	Shares	78.2KSH	$6.1M
14	Allegheny Financial Group	Shares	72.4KSH	$5.7M
15	FLYNN ZITO CAPITAL MANAGEMENT, LLC	Shares	56.7KSH	$4.4M
16	Total Clarity Wealth Management, Inc.	Shares	48.4KSH	$3.8M
17	FIFTH THIRD SECURITIES, INC.	Shares	40.1KSH	$3.1M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	33.1KSH	$2.5M
19	Choice Wealth Advisors LLC	Shares	31.7KSH	$2.5M
20	Fermata Advisors, LLC	Shares	28.7KSH	$2.2M
21	Fortitude Financial, LLC	Shares	23.9KSH	$1.9M
22	Merit Financial Group, LLC	Shares	23.8KSH	$1.9M
23	WEST MICHIGAN ADVISORS, LLC	Shares	23.3KSH	$1.6M
24	Capital Advisors Wealth Management, LLC	Shares	19.9KSH	$1.5M
25	BENJAMIN EDWARDS INC	Shares	18.8KSH	$1.5M
26	ROCKLAND TRUST CO	Shares	10.8KSH	$844.4K
27	Harbor Asset Planning, Inc.	Shares	10.0KSH	$781.0K
28	Cornerstone Wealth Management, LLC	Shares	7.9KSH	$616.9K
29	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	5.9KSH	$457.1K
30	HBW ADVISORY SERVICES LLC	Shares	5.0KSH	$391.2K
31	Dynamic Advisor Solutions LLC	Shares	5.0KSH	$389.3K
32	Breakwater Capital Group	Shares	4.1KSH	$322.7K
33	Sowell Financial Services LLC	Shares	4.1KSH	$317.7K
34	NESTEGG ADVISORS, INC.	Shares	3.9KSH	$302.0K
35	Intrua Financial, LLC	Shares	3.6KSH	$280.4K
36	RIVERSEDGE ADVISORS, LLC	Shares	2.9KSH	$227.7K
37	Center for Financial Planning, Inc.	Shares	1.2KSH	$95.4K
38	Triumph Capital Management	Shares	1.1KSH	$87.8K
39	IFP Advisors, Inc	Shares	747SH	$58.3K
40	GODSEY & GIBB, INC	Shares	695SH	$54.2K
41	Golden State Wealth Management, LLC	Shares	600SH	$46.8K
42	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	534SH	$41.7K
43	SJS Investment Consulting Inc.	Shares	300SH	$23.4K
44	Capital Investment Advisory Services, LLC	Shares	229SH	$17.8K
45	Strategic Investment Solutions, Inc. /IL	Shares	216SH	$16.9K
46	Farther Finance Advisors, LLC	Shares	186SH	$14.5K
47	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	50SH	$3.9K
48	Cape Investment Advisory, Inc.	Shares	46SH	$3.6K
49	Abound Wealth Management	Shares	44SH	$3.4K
50	Financial Management Professionals, Inc.	Shares	32SH	$2.5K

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

50 / 54 loaded

#		Instrument
1	Syntegra Private Wealth Group, LLC added	Shares	+16.0K	+$8.2M	$49.4M
2	Commonwealth Financial Services, LLC new	Shares	+95.4K	+$7.4M	$7.4M
3	Wagner Wealth Management, LLC added	Shares	+8.6K	+$5.5M	$34.3M
4	Meridian Financial Partners LLC added	Shares	+9.7K	+$3.7M	$26.6M
5	Retirement Management Systems Inc. added	Shares	+13.2K	+$3.5M	$17.8M
6	Advisory Resource Group added	Shares	+536	+$3.0M	$20.2M
7	Scarborough Advisors, LLC added	Shares	+21.7K	+$2.6M	$9.3M
8	CGC Financial Services, LLC trimmed	Shares	-15.3K	+$2.6M	$25.3M
9	Bond & Devick Financial Network, Inc. added	Shares	+7.3K	+$2.5M	$14.3M
10	Allegheny Financial Group added	Shares	+25.1K	+$2.5M	$5.7M
11	Platform Technology Partners added	Shares	+23.5K	+$2.4M	$6.1M
12	Stewardship Advisors, LLC added	Shares	+439	+$1.0M	$7.0M
13	Lakeridge Wealth Management LLC added	Shares	+720	+$976.0K	$6.4M
14	Legacy Private Trust Co. trimmed	Shares	-3.0K	+$820.0K	$7.0M
15	Total Clarity Wealth Management, Inc. added	Shares	+3.8K	+$799.4K	$3.8M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.5K	+$670.0K	$2.5M
17	LEAVELL INVESTMENT MANAGEMENT, INC. new	Shares	+5.9K	+$457.1K	$457.1K
18	FIFTH THIRD SECURITIES, INC. trimmed	Shares	-615	+$410.9K	$3.1M
19	HBW ADVISORY SERVICES LLC new	Shares	+5.0K	+$391.2K	$391.2K
20	Fermata Advisors, LLC trimmed	Shares	-402	+$296.2K	$2.2M
21	Fortitude Financial, LLC trimmed	Shares	-46	+$266.6K	$1.9M
22	Merit Financial Group, LLC trimmed	Shares	-379	+$243.1K	$1.9M
23	ROCKLAND TRUST CO added	Shares	+1.7K	+$232.8K	$844.4K
24	RIVERSEDGE ADVISORS, LLC new	Shares	+2.9K	+$227.7K	$227.7K
25	BENJAMIN EDWARDS INC trimmed	Shares	-14	+$210.5K	$1.5M
26	Capital Advisors Wealth Management, LLC trimmed	Shares	-418	+$195.8K	$1.5M
27	Harbor Asset Planning, Inc. added	Shares	+232	+$128.2K	$781.0K
28	Cornerstone Wealth Management, LLC added	Shares	+350	+$112.4K	$616.9K
29	Breakwater Capital Group added	Shares	+514	+$80.9K	$322.7K
30	Dynamic Advisor Solutions LLC added	Shares	+20	+$57.5K	$389.3K
31	Choice Wealth Advisors LLC trimmed	Shares	-4.5K	+$57.4K	$2.5M
32	Sowell Financial Services LLC trimmed	Shares	-17	+$44.7K	$317.7K
33	NESTEGG ADVISORS, INC. unchanged	Shares	0	+$43.6K	$302.0K
34	HALBERT HARGROVE GLOBAL ADVISORS, LLC new	Shares	+534	+$41.7K	$41.7K
35	Intrua Financial, LLC unchanged	Shares	0	+$40.5K	$280.4K
36	SJS Investment Consulting Inc. new	Shares	+300	+$23.4K	$23.4K
37	Capital Investment Advisory Services, LLC added	Shares	+175	+$14.3K	$17.8K
38	Center for Financial Planning, Inc. unchanged	Shares	0	+$13.8K	$95.4K
39	IFP Advisors, Inc unchanged	Shares	0	+$8.4K	$58.3K
40	GODSEY & GIBB, INC unchanged	Shares	0	+$7.8K	$54.2K
41	Cape Investment Advisory, Inc. new	Shares	+46	+$3.6K	$3.6K
42	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$2.4K	$16.9K
43	Farther Finance Advisors, LLC unchanged	Shares	0	+$2.0K	$14.5K
44	FARMERS & MERCHANTS INVESTMENTS INC new	Shares	+13	+$1.0K	$1.0K
45	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$507	$3.9K
46	Financial Management Professionals, Inc. unchanged	Shares	0	+$360	$2.5K
47	CoreCap Advisors, LLC unchanged	Shares	0	+$282	$2.0K
48	Crews Bank & Trust unchanged	Shares	0	+$214	$1.5K
49	WEST MICHIGAN ADVISORS, LLC unchanged	Shares	0	$0	$1.6M
50	Golden State Wealth Management, LLC trimmed	Shares	-102	-$54	$46.8K

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