J P MORGAN EXCHANGE TRADED FD EQUITY FOCUS 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 3.85% | 3.52% | #4 | $154.6M | 1.9M | $128.4M | 1.8M | +136,287+7.62% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.04% | 0.04% | #49 | $146.5M | 1.8M | $138.3M | 1.9M | -102,586-5.33% | Reduce | |
| LPL Financial LLC | 0.03% | 0.03% | #57 | $115.1M | 1.4M | $94.5M | 1.3M | +117,029+8.90% | Add | |
| Cetera Investment Advisers | 0.1% | 0.08% | #40 | $108.0M | 1.3M | $77.2M | 1.1M | +268,650+24.99% | Add | |
| MML INVESTORS SERVICES, LLC | 0.1% | 0.13% | #39 | $49.6M | 617,646 | $48.3M | 673,133 | -55,487-8.24% | Reduce | |
| MORGAN STANLEY | <0.01% | <0.01% | #97 | $48.2M | 600,496 | $332,603 | 4,489 | +596,007+13,277.06% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.06% | 0.06% | #44 | $45.2M | 563,226 | $39.9M | 556,296 | +6,930+1.25% | Add | |
| JONES FINANCIAL COMPANIES LLLP | 0.02% | 0.02% | #62 | $43.5M | 552,306 | $36.2M | 517,225 | +35,081+6.78% | Add | |
| OSAIC HOLDINGS, INC. | 0.04% | 0.05% | #47 | $35.2M | 438,377 | $32.4M | 450,969 | -12,592-2.79% | Reduce | |
| Stratos Wealth Partners, LTD. | 0.29% | 0.29% | #23 | $28.9M | 360,268 | $25.1M | 349,984 | +10,284+2.94% | Add | |
| Leverty Financial Group, LLC | 5.4% | 5.39% | #2 | $27.8M | 345,623 | $24.4M | 339,216 | +6,407+1.89% | Add | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #91 | $24.0M | 298,799 | $17.9M | 248,655 | +50,144+20.17% | Add | |
| Beaumont Financial Advisors, LLC | 1.46% | 1.94% | #7 | $22.9M | 285,193 | $28.2M | 392,979 | -107,786-27.43% | Reduce | |
| Balance Wealth Partners LLC | 5.86% | 5.99% | #1 | $22.0M | 274,373 | $19.3M | 268,448 | +5,925+2.21% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #96 | $19.0M | 236,466 | $18.6M | 259,526 | -23,060-8.89% | Reduce | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #106 | $18.1M | 226,959 | $15.0M | 213,765 | +13,194+6.17% | Add | |
| MONECO ADVISORS, LLC | 0.93% | 1.22% | #11 | $15.3M | 190,357 | $15.7M | 219,224 | -28,867-13.17% | Reduce | |
| Kestra Advisory Services, LLC | 0.04% | 0.03% | #52 | $11.3M | 140,979 | $7.9M | 110,349 | +30,630+27.76% | Add | |
| COZAD ASSET MANAGEMENT INC | 0.69% | 1.28% | #12 | $10.7M | 133,507 | $10.0M | 139,217 | -5,710-4.10% | Reduce | |
| NOVEM GROUP | 1.05% | 1.33% | #9 | $10.4M | 128,961 | $11.7M | 162,249 | -33,288-20.52% | Reduce | |
| AlphaCore Capital LLC | 0.19% | 0.22% | #28 | $10.0M | 124,528 | $9.4M | 130,662 | -6,134-4.69% | Reduce | |
| MAGNOLIA CAPITAL ADVISORS LLC | 1.68% | 0.82% | #5 | $9.8M | 121,565 | $4.2M | 58,383 | +63,182+108.22% | Add | |
| Crestwood Advisors Group, LLC | 0.14% | 0.12% | #31 | $9.6M | 119,383 | $7.1M | 99,027 | +20,356+20.56% | Add | |
| LEVEL FOUR ADVISORY SERVICES, LLC | 0.23% | 0.24% | #26 | $8.1M | 100,760 | $7.2M | 100,069 | +691+0.69% | Add | |
| DAVENPORT & Co LLC | 0.04% | 0.04% | #51 | $7.9M | 98,693 | $6.4M | 89,691 | +9,002+10.04% | Add | |
| Private Advisor Group, LLC | 0.03% | <0.01% | #54 | $6.8M | 85,107 | $757,772 | 10,553 | +74,554+706.47% | Add | |
| Evergreen Wealth Partners LLC | 3.93% | — | #3 | $6.5M | 81,434 | $0 | 0 | +81,434 | New Buy | |
| MBL Wealth, LLC | 0.41% | 0.41% | #20 | $6.0M | 75,077 | $5.4M | 74,642 | +435+0.58% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #103 | $5.8M | 71,941 | $8.8M | 122,738 | -50,797-41.39% | Reduce | |
| Kingsview Wealth Management, LLC | 0.1% | 0.08% | #41 | $5.5M | 76,985 | $5.5M | 76,985 | 00.00% | Unchanged | |
| CASTLE WEALTH MANAGEMENT LLC | 1.64% | 1.63% | #6 | $5.5M | 68,720 | $5.0M | 69,902 | -1,182-1.69% | Reduce | |
| Investment Planning Advisors, Inc. | 1.23% | 1.3% | #8 | $5.3M | 65,993 | $4.7M | 65,573 | +420+0.64% | Add | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 0.01% | #67 | $5.1M | 63,846 | $5.1M | 70,999 | -7,153-10.07% | Reduce | |
| CARY STREET PARTNERS FINANCIAL LLC | 0.11% | 0.11% | #36 | $5.1M | 63,776 | $4.4M | 61,960 | +1,816+2.93% | Add | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | <0.01% | <0.01% | #99 | $4.4M | 55,314 | $5.8M | 80,142 | -24,828-30.98% | Reduce | |
| D.A. DAVIDSON & CO. | 0.02% | 0.02% | #61 | $3.3M | 40,647 | $3.3M | 46,055 | -5,408-11.74% | Reduce | |
| FLAGSHIP WEALTH ADVISORS, LLC | 0.68% | 1.13% | #13 | $3.0M | 37,569 | $2.6M | 37,321 | +248+0.66% | Add | |
| D L CARLSON INVESTMENT GROUP INC | 0.48% | 0.45% | #16 | $3.0M | 37,260 | $2.6M | 36,808 | +452+1.23% | Add | |
| Mutual Advisors, LLC | 0.05% | 0.06% | #45 | $2.8M | 35,361 | $2.6M | 36,899 | -1,538-4.17% | Reduce | |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 0.12% | 0.18% | #34 | $2.7M | 33,600 | $2.9M | 41,022 | -7,422-18.09% | Reduce | |
| Janney Montgomery Scott LLC | <0.01% | 0.01% | #84 | $2.5M | 30,802 | $3.7M | 51,549 | -20,747-40.25% | Reduce | |
| Herold Advisors, Inc. | 0.43% | 0.33% | #19 | $2.2M | 27,188 | $1.5M | 20,965 | +6,223+29.68% | Add | |
| Equitable Holdings, Inc. | 0.01% | 0.02% | #70 | $1.9M | 23,247 | $2.4M | 31,666 | -8,419-26.59% | Reduce | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #117 | $1.8M | 21,890 | $2.1M | 29,406 | -7,516-25.56% | Reduce | |
| Ignite Planners, LLC | 0.24% | 0.24% | #25 | $1.7M | 21,779 | $1.6M | 22,089 | -310-1.40% | Reduce | |
| CORA CAPITAL ADVISORS LLC | 0.48% | 0.4% | #15 | $1.7M | 21,429 | $1.2M | 16,970 | +4,459+26.28% | Add | |
| FIFTH THIRD SECURITIES, INC. | 0.09% | 0.17% | #42 | $1.6M | 19,297 | $2.6M | 36,270 | -16,973-46.80% | Reduce | |
| First Citizens Financial Corp | 0.64% | 0.59% | #14 | $1.5M | 19,053 | $1.3M | 17,443 | +1,610+9.23% | Add | |
| STIFEL FINANCIAL CORP | <0.01% | <0.01% | #105 | $1.5M | 18,499 | $2.7M | 36,904 | -18,405-49.87% | Reduce | |
| Medallion Wealth Advisors, LLC | 0.45% | 0.26% | #18 | $1.5M | 20,704 | $786,028 | 10,946 | +9,758+89.15% | Add |