JPMORGAN SMALL & MID CAPENHANCED EQUITY 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 | 0.04% | 0.04% | #81 | $757.9M | 9.8M | $684.1M | 10.5M | -737,312-7.01% | Reduce | |
| FMR LLC | 0.01% | 0.01% | #120 | $241.0M | 3.1M | $160.6M | 2.4M | +682,786+28.38% | Add | |
| LPL Financial LLC | 0.04% | 0.04% | #82 | $176.4M | 2.3M | $142.4M | 2.1M | +128,740+6.04% | Add | |
| Crestwood Advisors Group, LLC | 1.18% | 1.13% | #19 | $79.9M | 1.0M | $67.0M | 1.0M | +20,260+2.02% | Add | |
| Cetera Investment Advisers | 0.05% | 0.05% | #77 | $54.8M | 702,324 | $45.5M | 680,755 | +21,569+3.17% | Add | |
| Syntegra Private Wealth Group, LLC | 3.83% | 3.91% | #5 | $49.4M | 633,091 | $41.2M | 617,077 | +16,014+2.60% | Add | |
| JONES FINANCIAL COMPANIES LLLP | 0.02% | 0.01% | #105 | $47.8M | 618,478 | $30.1M | 459,413 | +159,065+34.62% | Add | |
| Bank of New York Mellon Corp | 0.01% | 0.01% | #130 | $45.3M | 580,188 | $37.6M | 562,789 | +17,399+3.09% | Add | |
| GREAT VALLEY ADVISOR GROUP, INC. | 0.7% | 0.67% | #29 | $44.6M | 571,576 | $37.1M | 555,081 | +16,495+2.97% | Add | |
| OSAIC HOLDINGS, INC. | 0.04% | 0.04% | #79 | $36.2M | 463,387 | $27.8M | 416,078 | +47,309+11.37% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.01% | 0.01% | #124 | $35.6M | 455,639 | $26.7M | 399,611 | +56,028+14.02% | Add | |
| Wagner Wealth Management, LLC | 6.35% | 5.82% | #3 | $34.3M | 440,073 | $28.8M | 431,428 | +8,645+2.00% | Add | |
| Meridian Financial Partners LLC | 8.76% | 8.72% | #1 | $26.6M | 347,624 | $22.9M | 337,943 | +9,681+2.86% | Add | |
| CGC Financial Services, LLC | 5.69% | 6.55% | #4 | $25.3M | 324,194 | $22.7M | 339,541 | -15,347-4.52% | Reduce | |
| VERUS CAPITAL PARTNERS, LLC | 1.18% | 1.24% | #20 | $21.7M | 278,665 | $18.2M | 272,585 | +6,080+2.23% | Add | |
| Advisory Resource Group | 3.04% | 2.97% | #9 | $20.2M | 258,935 | $17.3M | 258,399 | +536+0.21% | Add | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.01% | 0.01% | #123 | $18.1M | 231,431 | $17.2M | 257,582 | -26,151-10.15% | Reduce | |
| Retirement Management Systems Inc. | 3.65% | 3.46% | #6 | $17.8M | 228,395 | $14.4M | 215,235 | +13,160+6.11% | Add | |
| WealthPlan Investment Management, LLC | 0.87% | 0.73% | #25 | $17.5M | 224,405 | $13.2M | 197,056 | +27,349+13.88% | Add | |
| B & T Capital Management DBA Alpha Capital Management | 2.12% | 2.03% | #11 | $16.3M | 209,506 | $14.0M | 209,699 | -193-0.09% | Reduce | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.02% | 0.02% | #106 | $15.0M | 191,937 | $11.7M | 174,978 | +16,959+9.69% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #150 | $14.8M | 190,278 | $12.3M | 184,225 | +6,053+3.29% | Add | |
| Bond & Devick Financial Network, Inc. | 3.51% | 3.27% | #7 | $14.3M | 182,754 | $11.7M | 175,432 | +7,322+4.17% | Add | |
| Kestra Advisory Services, LLC | 0.04% | 0.03% | #83 | $12.2M | 156,363 | $6.8M | 101,580 | +54,783+53.93% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #145 | $11.2M | 143,634 | $9.3M | 139,486 | +4,148+2.97% | Add | |
| Macco Financial Group, Inc. | 7.04% | 5.4% | #2 | $10.8M | 138,964 | $7.1M | 106,864 | +32,100+30.04% | Add | |
| Tradition Wealth Management, LLC | 0.64% | 0.61% | #31 | $10.5M | 134,663 | $8.5M | 127,984 | +6,679+5.22% | Add | |
| STIFEL FINANCIAL CORP | 0.01% | 0.01% | #128 | $9.8M | 124,966 | $7.1M | 105,757 | +19,209+18.16% | Add | |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 3.04% | 1.65% | #8 | $9.7M | 124,441 | $3.8M | 56,765 | +67,676+119.22% | Add | |
| Private Advisor Group, LLC | 0.04% | 0.03% | #78 | $9.6M | 123,055 | $7.2M | 107,480 | +15,575+14.49% | Add | |
| Scarborough Advisors, LLC | 1.07% | 0.73% | #21 | $9.3M | 121,721 | $6.7M | 100,019 | +21,702+21.70% | Add | |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0.44% | 0.4% | #38 | $9.2M | 117,476 | $6.6M | 98,791 | +18,685+18.91% | Add | |
| MML INVESTORS SERVICES, LLC | 0.02% | 0.02% | #107 | $9.1M | 117,247 | $6.1M | 91,655 | +25,592+27.92% | Add | |
| Integrated Wealth Concepts LLC | 0.04% | — | #80 | $8.6M | 110,138 | $0 | 0 | +110,138 | New Buy | |
| Concurrent Investment Advisors, LLC | 0.07% | 0.07% | #69 | $8.1M | 103,466 | $6.2M | 92,998 | +10,468+11.26% | Add | |
| Commonwealth Financial Services, LLC | 1% | — | #22 | $7.4M | 95,365 | $0 | 0 | +95,365 | New Buy | |
| Legacy Private Trust Co. | 0.39% | 0.38% | #40 | $7.0M | 90,326 | $6.2M | 93,277 | -2,951-3.16% | Reduce | |
| Stewardship Advisors, LLC | 1.46% | 1.37% | #15 | $7.0M | 89,802 | $6.0M | 89,363 | +439+0.49% | Add | |
| Lakeridge Wealth Management LLC | 2.36% | 2.35% | #10 | $6.4M | 82,410 | $5.5M | 81,690 | +720+0.88% | Add | |
| Modern Wealth Management, LLC | 0.08% | 0.07% | #66 | $6.3M | 81,030 | $3.9M | 58,236 | +22,794+39.14% | Add | |
| ASHTON THOMAS SECURITIES, LLC | 0.91% | 0.45% | #24 | $6.2M | 78,882 | $3.6M | 53,881 | +25,001+46.40% | Add | |
| Platform Technology Partners | 1% | 0.7% | #23 | $6.1M | 78,189 | $3.7M | 54,707 | +23,482+42.92% | Add | |
| Plan Group Financial, LLC | 1.24% | 0.95% | #17 | $6.0M | 77,375 | $4.1M | 60,830 | +16,545+27.20% | Add | |
| Allegheny Financial Group | 0.6% | 0.43% | #33 | $5.7M | 72,421 | $3.2M | 47,348 | +25,073+52.95% | Add | |
| NATIXIS ADVISORS, LLC | 0.01% | <0.01% | #134 | $5.0M | 64,586 | $1.7M | 25,862 | +38,724+149.73% | Add | |
| Destiny Wealth Partners, LLC | 0.65% | 0.48% | #30 | $4.8M | 62,829 | $4.4M | 66,088 | -3,259-4.93% | Reduce | |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1.2% | 1.84% | #18 | $4.4M | 56,697 | $5.8M | 86,249 | -29,552-34.26% | Reduce | |
| Atlas Legacy Advisors, LLC | 0.63% | 0.64% | #32 | $4.3M | 54,691 | $3.5M | 52,887 | +1,804+3.41% | Add | |
| American Trust | 0.32% | 0.34% | #47 | $4.2M | 53,695 | $3.8M | 57,600 | -3,905-6.78% | Reduce | |
| Baird Financial Group, Inc. | 0.01% | 0.01% | #135 | $4.0M | 51,422 | $3.3M | 49,410 | +2,012+4.07% | Add |