Who Owns J P MORGAN EXCHANGE TRADED (HOLA)? -- Institutional Holders (2026-06-30)

53 institutions reported holding $144.5M of J P MORGAN EXCHANGE TRADED (HOLA) in SEC 13F filings for 2026-06-30. Largest institutional holders: CARY STREET PARTNERS FINANCIAL LLC ($20.1M), AMERIPRISE FINANCIAL INC ($12.0M), Security National Bank ($11.9M), Private Advisor Group, LLC ($11.8M), FOUNDERS FINANCIAL SECURITIES LLC ($10.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	CARY STREET PARTNERS FINANCIAL LLC	$20.1M	362,634	Added
2	AMERIPRISE FINANCIAL INC	$12.0M	217,407	Added
3	Security National Bank	$11.9M	214,519	Trimmed
4	Private Advisor Group, LLC	$11.8M	212,735	New
5	FOUNDERS FINANCIAL SECURITIES LLC	$10.2M	184,895	Trimmed
6	LPL Financial LLC	$9.2M	166,008	Added
7	Valmark Advisers, Inc.	$8.6M	156,010	Added
8	Merit Financial Group, LLC	$7.8M	140,014	Trimmed
9	Sterling Investment Advisors, Ltd.	$6.0M	107,733	Added
10	Independent Wealth Advisors LLC	$5.1M	92,692	Added
11	OSAIC HOLDINGS, INC.	$4.8M	86,555	Trimmed
12	Farther Finance Advisors, LLC	$4.0M	71,472	Added
13	Royal Bank of Canada	$3.1M	55,495	Trimmed
14	Cetera Investment Advisers	$2.8M	50,817	Added
15	Focus Partners Wealth	$2.8M	50,377	Trimmed
16	JANE STREET GROUP, LLC	$2.7M	48,938	Trimmed
17	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	$2.2M	39,934	Added
18	JPMORGAN CHASE & CO	$2.1M	37,513	Added
19	COMMONWEALTH EQUITY SERVICES, LLC	$1.9M	34,313	Trimmed
20	Baird Financial Group, Inc.	$1.4M	25,990	Added
21	Investment Partners Asset Management, Inc.	$1.3M	23,538	Trimmed
22	WELLS FARGO & COMPANY/MN	$1.3M	23,104	Trimmed
23	Retirement Planning Group, LLC	$1.2M	22,531	Trimmed
24	GREAT VALLEY ADVISOR GROUP, INC.	$1.2M	21,727	Trimmed
25	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$857,011	15,482	Added

Source: SEC Form 13F filings · as of 2026-06-30