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JPMorgan Active Value ETF
JAVA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
JP Morgan Chase
1
JP Morgan Chase
New York
USD 1636 M -USD 77.1 M -1,008,507 -5%
Dynasty Wealth Management
2
Dynasty Wealth Management
Florida
USD 719 M +USD 65.4 M +855,433 +10%
LPL Financial
3
LPL Financial
California
USD 574 M +USD 41.2 M +539,150 +8%
Sagespring Wealth Partners
4
Sagespring Wealth Partners
Tennessee
USD 412 M +USD 32.3 M +422,268 +9%
OpenArc Corporate Advisory
5
OpenArc Corporate Advisory
Georgia
USD 211 M +USD 24.7 M +322,989 +14%
Ameriprise
6
Ameriprise
Minnesota
USD 202 M -USD 15.5 M -202,344 -7%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
USD 149 M +USD 6.97 M +91,089 +5%
Morgan Stanley
8
Morgan Stanley
New York
USD 134 M -USD 13.9 M -181,557 -10%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
USD 116 M +USD 112 M +1,458,706 Nuevas
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
USD 104 M +USD 8.14 M +106,470 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
USD 89 M -USD 6.02 M -78,713 -7%
Jones Financial Companies
12
Jones Financial Companies
Missouri
USD 83.3 M +USD 13 M +169,968 +19%
Avior Wealth Management
13
Avior Wealth Management
Nebraska
USD 75.9 M -USD 1.68 M -21,954 -2%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
USD 73.9 M -USD 3.31 M -43,327 -4%
SC
15
Steph & Co
Wisconsin
USD 72.5 M -USD 137 k -1,790 -0.2%
Orrstown Financial Services
16
Orrstown Financial Services
Pennsylvania
USD 68.7 M +USD 1.21 M +15,813 +2%
Great Valley Advisor Group
17
Great Valley Advisor Group
Delaware
USD 65.7 M +USD 2.78 M +36,405 +5%
Raymond James Financial
18
Raymond James Financial
Florida
USD 58.4 M +USD 14.7 M +191,649 +35%
Bank of America
19
Bank of America
North Carolina
USD 58 M -USD 79.6 M -1,040,746 -59%
Vestmark Advisory Solutions
20
Vestmark Advisory Solutions
Massachusetts
USD 55.9 M -USD 30.2 M -394,624 -36%
Kestra Advisory Services
21
Kestra Advisory Services
Texas
USD 52.3 M +USD 3.23 M +42,273 +7%
CI Investments Inc
22
CI Investments Inc
Ontario, Canada
USD 50.4 M +USD 6.65 M +86,958 +16%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
USD 49.3 M -USD 16.5 M -216,129 -26%
Private Advisor Group
24
Private Advisor Group
New Jersey
USD 46.9 M +USD 9.11 M +119,083 +25%
Northwest Financial Advisors
25
Northwest Financial Advisors
Virginia
USD 45.1 M +USD 43.4 M +567,601 Nuevas
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