J P MORGAN EXCHANGE TRADED FD INTRNL RES EQT · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 0.26% | 0.27% | #116 | $4.65B | 56.6M | $4.18B | 56.9M | -296,968-0.52% | Reduce | |
| LPL Financial LLC | 0.12% | 0.13% | #139 | $550.0M | 6.7M | $487.7M | 6.4M | +228,460+3.55% | Add | |
| FMR LLC | 0.01% | 0.01% | #242 | $307.3M | 3.7M | $267.2M | 3.5M | +196,912+5.58% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | 0.06% | 0.06% | #179 | $264.7M | 3.2M | $234.9M | 3.1M | +108,160+3.49% | Add | |
| EASTERN BANK | 2.9% | 2.64% | #25 | $189.2M | 2.3M | $154.0M | 2.0M | +260,638+12.82% | Add | |
| MML INVESTORS SERVICES, LLC | 0.34% | 0.36% | #99 | $165.0M | 2.0M | $130.9M | 1.7M | +271,535+15.71% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.2% | 0.19% | #129 | $155.9M | 1.9M | $135.3M | 1.8M | +103,238+5.78% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.04% | 0.04% | #197 | $152.5M | 1.8M | $122.3M | 1.6M | +233,774+14.48% | Add | |
| FACTORY MUTUAL INSURANCE CO | 1.3% | 1.42% | #44 | $137.9M | 1.7M | $126.6M | 1.7M | 00.00% | Unchanged | |
| Dynasty Wealth Management, LLC | 0.98% | 0.96% | #58 | $132.5M | 1.6M | $110.3M | 1.5M | +150,580+10.34% | Add | |
| Janney Montgomery Scott LLC | 0.25% | 0.28% | #117 | $129.9M | 1.6M | $112.4M | 1.5M | +90,975+6.13% | Add | |
| Lido Advisors, LLC | 0.35% | 0.02% | #98 | $127.5M | 1.5M | $5.0M | 66,118 | +1.5M+2,237.44% | Add | |
| ASSETMARK, INC | 0.2% | 0.23% | #127 | $115.0M | 1.4M | $112.2M | 1.5M | -86,896-5.87% | Reduce | |
| Cetera Investment Advisers | 0.1% | 0.1% | #155 | $109.2M | 1.3M | $97.1M | 1.3M | +41,391+3.23% | Add | |
| Bogart Wealth, LLC | 3.53% | 3.56% | #21 | $103.0M | 1.2M | $92.3M | 1.2M | +29,302+2.40% | Add | |
| Vestmark Advisory Solutions, Inc. | 0.94% | 1.02% | #60 | $100.3M | 1.2M | $92.1M | 1.2M | -120-0.01% | Reduce | |
| SAGESPRING WEALTH PARTNERS, LLC | 1.53% | 1.53% | #41 | $99.5M | 1.2M | $84.0M | 1.1M | +96,754+8.72% | Add | |
| Invesco Ltd. | 0.01% | 0.01% | #270 | $75.7M | 918,000 | $69.5M | 918,000 | 00.00% | Unchanged | |
| Conservest Capital Advisors, Inc. | 6.01% | 6.29% | #8 | $75.5M | 915,678 | $69.4M | 916,819 | -1,141-0.12% | Reduce | |
| Hughes Financial Services, LLC | 9.92% | 9.94% | #3 | $74.8M | 907,369 | $64.7M | 854,338 | +53,031+6.21% | Add | |
| OSAIC HOLDINGS, INC. | 0.08% | 0.08% | #162 | $70.9M | 860,002 | $52.4M | 691,673 | +168,329+24.34% | Add | |
| GREAT VALLEY ADVISOR GROUP, INC. | 1.1% | 1.12% | #53 | $69.5M | 842,940 | $61.6M | 813,094 | +29,846+3.67% | Add | |
| Richard P Slaughter Associates Inc | 12.8% | 12.65% | #2 | $65.3M | 791,687 | $58.5M | 772,797 | +18,890+2.44% | Add | |
| New England Professional Planning Group Inc. | 23.46% | 24.62% | #1 | $62.8M | 761,909 | $58.9M | 777,722 | -15,813-2.03% | Reduce | |
| Private Advisor Group, LLC | 0.28% | 0.34% | #108 | $61.8M | 748,700 | $72.0M | 950,313 | -201,613-21.22% | Reduce | |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 0.81% | 0.79% | #65 | $61.5M | 745,277 | $54.1M | 713,966 | +31,311+4.39% | Add | |
| JONES FINANCIAL COMPANIES LLLP | 0.02% | 0.02% | #222 | $58.9M | 725,716 | $45.3M | 619,316 | +106,400+17.18% | Add | |
| Pure Financial Advisors, LLC | 0.68% | 0.72% | #70 | $53.2M | 644,750 | $49.5M | 654,040 | -9,290-1.42% | Reduce | |
| AMERIPRISE FINANCIAL INC | 0.01% | 0.01% | #254 | $49.7M | 603,856 | $43.3M | 572,237 | +31,619+5.53% | Add | |
| DAYMARK WEALTH PARTNERS, LLC | 1.19% | 1.17% | #47 | $48.9M | 592,253 | $37.1M | 490,451 | +101,802+20.76% | Add | |
| Cambridge Investment Research Advisors, Inc. | 0.1% | 0.1% | #154 | $43.1M | 522,486 | $37.9M | 499,799 | +22,687+4.54% | Add | |
| CUTLER INVESTMENT COUNSEL LLC | 3.73% | 3.65% | #19 | $39.6M | 480,390 | $35.4M | 467,420 | +12,970+2.77% | Add | |
| LEVEL FOUR ADVISORY SERVICES, LLC | 1.09% | 1.15% | #54 | $38.6M | 467,614 | $35.0M | 461,721 | +5,893+1.28% | Add | |
| Modern Wealth Management, LLC | 0.46% | 0.62% | #87 | $38.2M | 463,659 | $36.1M | 468,588 | -4,929-1.05% | Reduce | |
| KELLY FINANCIAL GROUP LLC | 4.65% | 9.46% | #12 | $37.9M | 459,051 | $37.6M | 496,488 | -37,437-7.54% | Reduce | |
| WealthPlan Investment Management, LLC | 1.79% | 1.54% | #37 | $36.0M | 436,465 | $27.6M | 364,349 | +72,116+19.79% | Add | |
| OLD MISSION CAPITAL LLC | 0.56% | — | #77 | $35.2M | 426,403 | $0 | 0 | +426,403 | New Buy | |
| Pallas Capital Advisors LLC | 1.07% | 1.12% | #56 | $34.7M | 421,018 | $29.8M | 393,272 | +27,746+7.06% | Add | |
| HighPoint Advisor Group LLC | 1.18% | 1.49% | #48 | $33.6M | 406,840 | $35.8M | 477,694 | -70,854-14.83% | Reduce | |
| Francis Financial, Inc. | 5.35% | 5.49% | #10 | $32.7M | 396,161 | $29.6M | 390,783 | +5,378+1.38% | Add | |
| EdgeRock Capital LLC | 7.23% | 7.43% | #6 | $31.2M | 378,709 | $27.5M | 362,475 | +16,234+4.48% | Add | |
| Madison Asset Management, LLC | 0.37% | 0.31% | #96 | $30.6M | 371,195 | $25.4M | 335,261 | +35,934+10.72% | Add | |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.65% | 0.65% | #71 | $30.1M | 365,229 | $23.3M | 308,098 | +57,131+18.54% | Add | |
| National Philanthropic Trust | 0.42% | 0.67% | #90 | $29.0M | 352,131 | $25.1M | 429,543 | -77,412-18.02% | Reduce | |
| Kendall Capital Management | 4.81% | 5.2% | #11 | $28.9M | 349,767 | $25.4M | 334,741 | +15,026+4.49% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #284 | $28.7M | 348,086 | $22.5M | 296,736 | +51,350+17.30% | Add | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.01% | 0.01% | #236 | $27.5M | 333,887 | $22.2M | 292,889 | +40,998+14.00% | Add | |
| THRIVENT FINANCIAL FOR LUTHERANS | 0.04% | 0.04% | #196 | $27.0M | 327,267 | $23.0M | 303,266 | +24,001+7.91% | Add | |
| SAX WEALTH ADVISORS, LLC | 1.08% | 1.17% | #55 | $26.6M | 351,683 | $24.2M | 323,410 | +28,273+8.74% | Add | |
| Elk River Wealth Management LLC | 4.24% | 4.68% | #15 | $26.6M | 322,334 | $28.2M | 371,727 | -49,393-13.29% | Reduce |