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JPMorgan BetaBuilders US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$696M +$212M +1,726,452 +39%
LPL Financial
2
LPL Financial
California
$391M +$28.7M +233,930 +8%
Morgan Stanley
3
Morgan Stanley
New York
$368M +$33.7M +274,743 +10%
NB
4
Norinchukin Bank
Japan
$288M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$239M +$26.1M +212,896 +12%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$210M +$10.8M +88,176 +5%
NMIFOAC
7
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$149M
CWM
8
Cornerstone Wealth Management
Missouri
$78.9M +$372K +3,036 +0.5%
TWG
9
The Wealth Group
Minnesota
$69.1M +$5.64M +45,989 +8%
AssetMark Inc
10
AssetMark Inc
California
$66.8M +$1.82M +14,870 +3%
Raymond James Financial
11
Raymond James Financial
Florida
$65.8M +$41.6M +339,205 +153%
IWC
12
Integrated Wealth Concepts
Massachusetts
$65.8M +$57.3M +467,288 +498%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$62.1M +$3.36M +27,406 +5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$60.9M +$1.88M +15,352 +3%
KFG
15
Kelly Financial Group
Connecticut
$58.3M -$2.15M -17,562 -3%
PWM
16
Perigon Wealth Management
California
$52.7M +$2.07M +16,901 +4%
UBS AM
17
UBS AM
Illinois
$49.8M +$52.1M +425,161 New
TWM
18
Tradition Wealth Management
Minnesota
$46.5M +$4.79M +39,071 +11%
BBVA
19
Banco Bilbao Vizcaya Argentaria
Spain
$34M +$1.83M +14,884 +5%
Osaic Holdings
20
Osaic Holdings
Arizona
$33.6M +$4.1M +33,468 +13%
RSWM
21
Robertson Stephens Wealth Management
California
$30M -$65.7M -535,833 -68%
MWA
22
MN Wealth Advisors
Kansas
$29.7M +$809K +6,594 +3%
MML Investors Services
23
MML Investors Services
Massachusetts
$24.9M -$199K -1,624 -0.8%
DWM
24
Drive Wealth Management
Utah
$19.7M +$2.71M +22,103 +15%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$19.6M +$11M +89,600 +115%