J P MORGAN EXCHANGE TRADED FD U S TECH LEADERS · 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 | 0.02% | 0.02% | #87 | $410.3M | 3.8M | $356.9M | 4.7M | -911,506-19.36% | Reduce | |
| WELLS FARGO & COMPANY/MN | 0.02% | 0.01% | #92 | $104.6M | 937,516 | $64.8M | 814,902 | +122,614+15.05% | Add | |
| ROYAL BANK OF CANADA | 0.01% | 0.01% | #106 | $59.6M | 533,847 | $34.5M | 434,030 | +99,817+23.00% | Add | |
| LPL Financial LLC | 0.01% | 0.01% | #100 | $58.7M | 525,975 | $42.8M | 538,589 | -12,614-2.34% | Reduce | |
| UBS Group AG | 0.01% | <0.01% | #118 | $46.1M | 413,281 | $28.5M | 357,701 | +55,580+15.54% | Add | |
| Composition Wealth, LLC | 0.52% | 0.4% | #30 | $44.4M | 397,707 | $29.2M | 366,799 | +30,908+8.43% | Add | |
| Hughes Financial Services, LLC | 5.64% | 4.64% | #2 | $42.6M | 381,610 | $30.2M | 379,941 | +1,669+0.44% | Add | |
| MORGAN STANLEY | <0.01% | <0.01% | #131 | $37.1M | 332,367 | $9.0M | 97,709 | +234,658+240.16% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.01% | 0.01% | #114 | $25.7M | 230,826 | $17.4M | 219,351 | +11,475+5.23% | Add | |
| Kestra Advisory Services, LLC | 0.08% | 0.06% | #66 | $25.0M | 223,976 | $17.1M | 215,392 | +8,584+3.99% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% | <0.01% | #119 | $24.7M | 221,237 | $13.2M | 166,126 | +55,111+33.17% | Add | |
| Vertex Planning Partners, LLC | 3% | 2.43% | #6 | $20.4M | 182,483 | $12.5M | 157,205 | +25,278+16.08% | Add | |
| MML INVESTORS SERVICES, LLC | 0.04% | 0.03% | #77 | $17.8M | 159,888 | $10.4M | 131,039 | +28,849+22.02% | Add | |
| Pine Valley Investments Ltd Liability Co | 0.66% | 0.52% | #27 | $16.8M | 150,776 | $11.3M | 142,357 | +8,419+5.91% | Add | |
| Tradition Wealth Management, LLC | 1.02% | 0.83% | #23 | $16.7M | 149,519 | $11.7M | 146,533 | +2,986+2.04% | Add | |
| SilverOak Wealth Management LLC | 1.88% | 1.65% | #11 | $14.6M | 130,813 | $10.4M | 131,306 | -493-0.38% | Reduce | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.02% | 0.01% | #91 | $14.4M | 128,966 | $10.0M | 126,271 | +2,695+2.13% | Add | |
| JONES FINANCIAL COMPANIES LLLP | 0.01% | <0.01% | #120 | $14.2M | 135,700 | $7.5M | 96,619 | +39,081+40.45% | Add | |
| Oak Barrel Wealth Advisory LLC | 5.94% | 5.81% | #1 | $13.5M | 120,621 | $9.7M | 107,852 | +12,769+11.84% | Add | |
| ERn Financial, LLC | 2.22% | 1.78% | #10 | $13.4M | 120,322 | $9.5M | 118,987 | +1,335+1.12% | Add | |
| Freedom Financial Partners LLC | 4.11% | 3.04% | #5 | $12.6M | 113,072 | $8.5M | 107,231 | +5,841+5.45% | Add | |
| OSAIC HOLDINGS, INC. | 0.01% | <0.01% | #98 | $12.0M | 107,256 | $3.3M | 41,390 | +65,866+159.14% | Add | |
| NewEdge Wealth, LLC | 0.12% | 0.11% | #56 | $11.9M | 106,688 | $8.8M | 111,154 | -4,466-4.02% | Reduce | |
| Quadcap Wealth Management, LLC | 1.03% | 0.93% | #22 | $10.6M | 95,047 | $8.2M | 103,122 | -8,075-7.83% | Reduce | |
| Sanctuary Advisors, LLC | 0.05% | 0.04% | #75 | $10.0M | 89,432 | $6.5M | 82,293 | +7,139+8.68% | Add | |
| Foundry Financial Group, Inc. | 4.14% | 3.68% | #4 | $9.6M | 85,879 | $7.4M | 93,224 | -7,345-7.88% | Reduce | |
| Cetera Investment Advisers | 0.01% | 0.01% | #108 | $9.3M | 83,247 | $6.1M | 76,387 | +6,860+8.98% | Add | |
| ASSETMARK, INC | 0.02% | 0.02% | #94 | $9.3M | 82,962 | $8.3M | 104,503 | -21,541-20.61% | Reduce | |
| Welch Financial Planning, LLC | 5.13% | 5.06% | #3 | $8.8M | 78,989 | $7.0M | 88,517 | -9,528-10.76% | Reduce | |
| Hartford Financial Management Inc. | 1.72% | 1.46% | #14 | $7.7M | 69,188 | $5.7M | 72,085 | -2,897-4.02% | Reduce | |
| YARGER WEALTH STRATEGIES, LLC | 2.75% | 2.29% | #8 | $7.7M | 73,375 | $5.7M | 71,407 | +1,968+2.76% | Add | |
| FAGAN ASSOCIATES, INC. | 0.93% | 0.76% | #24 | $7.6M | 67,866 | $5.5M | 68,523 | -657-0.96% | Reduce | |
| CVA Family Office, LLC | 0.65% | 0.56% | #28 | $7.2M | 64,115 | $5.3M | 66,460 | -2,345-3.53% | Reduce | |
| Private Wealth Partners, LLC | 0.48% | 0.15% | #32 | $6.7M | 59,745 | $1.9M | 23,905 | +35,840+149.93% | Add | |
| GOLDMAN SACHS GROUP INC | <0.01% | — | #149 | $5.8M | 51,946 | $0 | 0 | +51,946 | New Buy | |
| Private Advisor Group, LLC | 0.03% | 0.01% | #84 | $5.7M | 51,446 | $1.5M | 19,099 | +32,347+169.36% | Add | |
| Guided Capital Wealth Management, LLC | 2.97% | 2.4% | #7 | $5.1M | 45,554 | $3.6M | 45,751 | -197-0.43% | Reduce | |
| National Philanthropic Trust | 0.07% | — | #68 | $5.0M | 44,387 | $0 | 0 | +44,387 | New Buy | |
| Circle Wealth Management, LLC | 0.06% | 0.05% | #73 | $4.9M | 44,109 | $3.4M | 42,371 | +1,738+4.10% | Add | |
| Integras Partners LLC | 2.67% | 2.32% | #9 | $4.8M | 43,437 | $3.5M | 44,356 | -919-2.07% | Reduce | |
| GENESIS PRIVATE WEALTH, LLC | 1.26% | 0.33% | #19 | $4.5M | 40,105 | $1.0M | 13,059 | +27,046+207.11% | Add | |
| POTENTIA WEALTH | 1.79% | 1.33% | #12 | $4.4M | 39,266 | $3.4M | 43,330 | -4,064-9.38% | Reduce | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 0.01% | #103 | $4.1M | 36,422 | $2.6M | 32,474 | +3,948+12.16% | Add | |
| NewEdge Advisors, LLC | 0.01% | 0.01% | #101 | $3.9M | 35,260 | $2.6M | 32,173 | +3,087+9.60% | Add | |
| TABLEAUX LLC | 1.65% | 1.42% | #17 | $3.9M | 35,169 | $2.9M | 36,975 | -1,806-4.88% | Reduce | |
| Krilogy Financial LLC | 0.11% | 0.1% | #58 | $3.8M | 34,501 | $3.0M | 32,991 | +1,510+4.58% | Add | |
| Symphony Financial Services, Inc. | 1.7% | 1.3% | #15 | $3.8M | 33,892 | $2.5M | 31,831 | +2,061+6.47% | Add | |
| Janney Montgomery Scott LLC | 0.01% | 0.01% | #112 | $3.7M | 33,326 | $2.1M | 25,852 | +7,474+28.91% | Add | |
| N.E.W. Advisory Services LLC | 0.24% | 0.19% | #39 | $3.6M | 31,849 | $2.5M | 31,281 | +568+1.82% | Add | |
| VALLEY WEALTH MANAGERS, INC. | 0.2% | 0.23% | #41 | $3.5M | 31,409 | $3.6M | 45,045 | -13,636-30.27% | Reduce |