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JPMorgan Diversified Return US Small Cap Equity ETF
JPSE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Koss-Olinger Consulting
1
Koss-Olinger Consulting
Florida
USD 64.7 M +USD 2.73 M +47,555 +5%
LPL Financial
2
LPL Financial
California
USD 52.1 M -USD 2.34 M -40,823 -5%
Raymond James Financial
3
Raymond James Financial
Florida
USD 28.6 M -USD 15.1 M -263,298 -36%
Bank of America
4
Bank of America
North Carolina
USD 25 M -USD 11.2 M -195,177 -32%
HFM
5
Hartford Financial Management
Connecticut
USD 19.4 M -USD 391 k -6,811 -2%
Morgan Stanley
6
Morgan Stanley
New York
USD 18.6 M +USD 2.14 M +37,327 +14%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
USD 17.7 M -USD 293 k -5,110 -2%
Aprio Wealth Management
8
Aprio Wealth Management
Georgia
USD 15.5 M -USD 3.4 M -59,248 -19%
Goldstein Advisors
9
Goldstein Advisors
Wisconsin
USD 13.9 M +USD 3.84 k +67 +0%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
USD 13.2 M +USD 320 k +5,578 +3%
JP Morgan Chase
11
JP Morgan Chase
New York
USD 11.7 M +USD 2.25 M +39,184 +25%
Gerber Kawasaki Wealth & Investment Management
12
Gerber Kawasaki Wealth & Investment Management
California
USD 11.4 M -USD 46.4 k -809 -0.4%
Truist Financial
13
Truist Financial
North Carolina
USD 11 M +USD 2.73 M +47,571 +35%
SFC
14
Sprinkle Financial Consultants
Colorado
USD 10.8 M +USD 282 k +4,922 +3%
Sanctuary Advisors
15
Sanctuary Advisors
Indiana
USD 10.7 M +USD 9.07 M +158,256 +823%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
USD 10 M +USD 2.12 M +36,912 +29%
KFSN
17
Keystone Financial Services (Nebraska)
Nebraska
USD 9.7 M +USD 6.25 k +109 +0.1%
Jones Financial Companies
18
Jones Financial Companies
Missouri
USD 9.7 M +USD 1.53 M +26,762 +20%
MCA
19
Magnolia Capital Advisors
Mississippi
USD 8.98 M +USD 535 k +9,337 +7%
Financial Solutions Advisory Group
20
Financial Solutions Advisory Group
Illinois
USD 8.67 M -USD 62.2 k -1,085 -0.7%
Tocqueville Asset Management
21
Tocqueville Asset Management
New York
USD 8.53 M +USD 82.8 k +1,444 +1%
IAG
22
Ipsen Advisor Group
Arkansas
USD 6.99 M +USD 30 k +523 +0.5%
Davenport & Co
23
Davenport & Co
Virginia
USD 5.69 M -USD 755 k -13,164 -12%
Integrated Wealth Concepts
24
Integrated Wealth Concepts
Massachusetts
USD 5.55 M +USD 2.19 M +38,260 +71%
Capital Advisors Wealth Management
25
Capital Advisors Wealth Management
Washington
USD 5.48 M +USD 12.8 k +224 +0.2%
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