10 institutions reported holding $18.2M of J P MORGAN EXCHANGE TRADED F (ROCQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: CARY STREET PARTNERS FINANCIAL LLC ($14.1M), CARY STREET PARTNERS INVESTMENT ADVISORY LLC ($1.2M), Reyes Financial Architecture, Inc. ($907,280), FAS Wealth Partners, Inc. ($713,374), Dynamic Advisor Solutions LLC ($576,600). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CARY STREET PARTNERS FINANCIAL LLC | $14.1M | 244,888 | New |
| 2 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $1.2M | 20,545 | New |
| 3 | Reyes Financial Architecture, Inc. | $907,280 | 15,735 | New |
| 4 | FAS Wealth Partners, Inc. | $713,374 | 12,372 | New |
| 5 | Dynamic Advisor Solutions LLC | $576,600 | 10,000 | New |
| 6 | DAYMARK WEALTH PARTNERS, LLC | $573,083 | 9,939 | New |
| 7 | Farther Finance Advisors, LLC | $92,256 | 1,600 | New |
| 8 | SIGNATUREFD, LLC | $8,649 | 150 | New |
| 9 | Ulland Investment Advisors, LLC | $6,000 | 100 | New |
| 10 | High Note Wealth, LLC | $5,766 | 100 | New |
Source: SEC Form 13F filings · as of 2026-06-30