J P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETF · 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 | 0.09% | 0.1% | #107 | $1.64B | 20.6M | $1.53B | 21.6M | -1.0M-4.67% | Reduce | |
| Dynasty Wealth Management, LLC | 5.34% | 5.13% | #6 | $718.9M | 9.1M | $588.2M | 8.2M | +855,433+10.43% | Add | |
| LPL Financial LLC | 0.13% | 0.13% | #96 | $573.9M | 7.2M | $479.8M | 6.7M | +539,150+8.06% | Add | |
| SAGESPRING WEALTH PARTNERS, LLC | 6.33% | 6.23% | #5 | $411.9M | 5.2M | $341.9M | 4.8M | +422,268+8.86% | Add | |
| OpenArc Corporate Advisory, LLC | 2.51% | 2.4% | #23 | $211.3M | 2.7M | $167.7M | 2.3M | +322,989+13.82% | Add | |
| AMERIPRISE FINANCIAL INC | 0.04% | 0.05% | #145 | $201.7M | 2.5M | $196.6M | 2.7M | -202,344-7.38% | Reduce | |
| Cetera Investment Advisers | 0.14% | 0.14% | #91 | $149.2M | 1.9M | $128.3M | 1.8M | +91,089+5.09% | Add | |
| MORGAN STANLEY | 0.01% | 0.01% | #198 | $134.0M | 1.7M | $112.5M | 1.6M | +56,588+3.47% | Add | |
| Janney Montgomery Scott LLC | 0.22% | — | #75 | $115.8M | 1.5M | $0 | 0 | +1.5M | New Buy | |
| ROYAL BANK OF CANADA | 0.02% | 0.02% | #179 | $103.8M | 1.3M | $86.1M | 1.2M | +106,470+8.87% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | 0.02% | 0.02% | #168 | $89.0M | 1.1M | $86.1M | 1.2M | -78,713-6.56% | Reduce | |
| JONES FINANCIAL COMPANIES LLLP | 0.03% | 0.03% | #155 | $83.3M | 1.1M | $62.2M | 884,672 | +169,968+19.21% | Add | |
| PNC FINANCIAL SERVICES GROUP, INC. | 0.04% | 0.04% | #149 | $73.9M | 930,344 | $69.9M | 973,671 | -43,327-4.45% | Reduce | |
| STEPH & CO | 18.35% | 18.72% | #1 | $72.5M | 912,599 | $65.6M | 914,389 | -1,790-0.20% | Reduce | |
| Avior Wealth Management, LLC | 2.07% | 1.99% | #24 | $70.2M | 978,139 | $70.2M | 978,139 | 00.00% | Unchanged | |
| ORRSTOWN FINANCIAL SERVICES INC | 15.55% | 10.19% | #2 | $67.4M | 848,728 | $60.9M | 848,841 | -113-0.01% | Reduce | |
| GREAT VALLEY ADVISOR GROUP, INC. | 1.04% | 1.03% | #34 | $65.7M | 827,129 | $56.7M | 790,724 | +36,405+4.60% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.02% | 0.01% | #177 | $58.4M | 735,629 | $39.0M | 543,980 | +191,649+35.23% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | 0.01% | #214 | $58.0M | 730,947 | $127.1M | 1.8M | -1.0M-58.74% | Reduce | |
| Vestmark Advisory Solutions, Inc. | 0.52% | 0.87% | #50 | $55.9M | 703,546 | $78.8M | 1.1M | -394,624-35.93% | Reduce | |
| Kestra Advisory Services, LLC | 0.17% | 0.17% | #84 | $52.3M | 658,701 | $44.2M | 616,428 | +42,273+6.86% | Add | |
| CI INVESTMENTS INC. | 0.16% | 0.19% | #85 | $50.4M | 634,876 | $39.3M | 547,918 | +86,958+15.87% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.06% | 0.08% | #128 | $49.3M | 620,924 | $60.1M | 837,053 | -216,129-25.82% | Reduce | |
| Private Advisor Group, LLC | 0.22% | 0.16% | #78 | $46.9M | 591,136 | $33.9M | 472,053 | +119,083+25.23% | Add | |
| OSAIC HOLDINGS, INC. | 0.05% | 0.04% | #134 | $44.6M | 561,090 | $29.4M | 409,336 | +151,754+37.07% | Add | |
| Convergence Financial, LLC | 3.49% | 2.69% | #19 | $43.8M | 552,018 | $25.3M | 351,999 | +200,019+56.82% | Add | |
| FSM Wealth Advisors, LLC | 4.66% | 4.84% | #12 | $43.7M | 550,530 | $37.7M | 524,892 | +25,638+4.88% | Add | |
| Intellus Advisors LLC | 4.73% | 4.72% | #9 | $38.9M | 490,286 | $34.6M | 481,617 | +8,669+1.80% | Add | |
| UNIQUE WEALTH, LLC | 4.35% | 3.96% | #13 | $37.4M | 470,589 | $28.6M | 399,057 | +71,532+17.93% | Add | |
| WNY Asset Management, LLC | 3.23% | 3.37% | #21 | $36.1M | 455,055 | $32.6M | 454,239 | +816+0.18% | Add | |
| Focus Partners Wealth | 0.03% | 0.03% | #152 | $34.1M | 428,827 | $31.1M | 432,764 | -3,937-0.91% | Reduce | |
| DAYMARK WEALTH PARTNERS, LLC | 0.78% | 0.98% | #39 | $32.1M | 404,169 | $31.0M | 432,496 | -28,327-6.55% | Reduce | |
| STIFEL FINANCIAL CORP | 0.03% | 0.03% | #162 | $31.3M | 394,605 | $28.3M | 394,384 | +221+0.06% | Add | |
| WealthPlan Investment Management, LLC | 1.5% | 1.3% | #30 | $30.2M | 380,934 | $23.4M | 325,895 | +55,039+16.89% | Add | |
| Americana Partners, LLC | 0.68% | 0.71% | #41 | $30.1M | 378,711 | $27.3M | 380,521 | -1,810-0.48% | Reduce | |
| Arlington Financial Advisors, LLC | 3.77% | 3.76% | #16 | $29.7M | 374,162 | $26.4M | 368,316 | +5,846+1.59% | Add | |
| Rockefeller Capital Management L.P. | 0.04% | 0.04% | #142 | $27.4M | 344,898 | $24.5M | 341,958 | +2,940+0.86% | Add | |
| UBS Group AG | <0.01% | <0.01% | #219 | $24.5M | 308,402 | $22.1M | 307,671 | +731+0.24% | Add | |
| Cambridge Investment Research Advisors, Inc. | 0.06% | 0.05% | #131 | $24.4M | 307,626 | $18.0M | 251,475 | +56,151+22.33% | Add | |
| Centerline Wealth Advisors, LLC | 7.6% | 7.47% | #3 | $24.2M | 305,286 | $20.8M | 289,602 | +15,684+5.42% | Add | |
| Confluence Wealth Services, Inc. | 0.56% | 0.59% | #46 | $19.6M | 246,308 | $15.3M | 213,199 | +33,109+15.53% | Add | |
| Integrated Wealth Concepts LLC | 0.1% | 0.15% | #104 | $19.5M | 245,853 | $18.9M | 263,344 | -17,491-6.64% | Reduce | |
| Prism Advisors, Inc. | 4.69% | 4.69% | #11 | $19.3M | 242,984 | $17.6M | 244,878 | -1,894-0.77% | Reduce | |
| Storen Legacy Partners, LLC | 5.24% | 5.02% | #7 | $19.2M | 242,201 | $16.0M | 223,269 | +18,932+8.48% | Add | |
| DAVENPORT & Co LLC | 0.09% | 0.05% | #105 | $19.1M | 240,777 | $9.8M | 135,907 | +104,870+77.16% | Add | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #221 | $19.0M | 239,863 | $16.6M | 231,975 | +7,888+3.40% | Add | |
| Triangle Securities Wealth Management | 4.11% | 4.04% | #14 | $17.8M | 248,192 | $17.8M | 248,192 | 00.00% | Unchanged | |
| Sanctuary Advisors, LLC | 0.08% | 0.07% | #118 | $16.4M | 207,083 | $13.1M | 182,049 | +25,034+13.75% | Add | |
| ARQ WEALTH ADVISORS, LLC | 1.78% | 1.98% | #27 | $14.4M | 179,615 | $11.0M | 153,392 | +26,223+17.10% | Add | |
| GILL CAPITAL PARTNERS, LLC | 4.07% | 3.71% | #15 | $14.3M | 179,750 | $12.9M | 179,750 | 00.00% | Unchanged |