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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSS
226
Two Sigma Securities
New York
$226K +$217K +2,841 New
EAM
227
Empirical Asset Management
Massachusetts
$223K -$612 -8 -0.3%
Lido Advisors
228
Lido Advisors
California
$220K +$212K +2,770 New
AWMI
229
Aegis Wealth Management (Iowa)
Iowa
$219K -$27.8K -363 -12%
SVWG
230
Shared Vision Wealth Group
United States
$208K +$201K +2,623 New
PVI
231
Pine Valley Investments
New Jersey
$207K +$200K +2,611 New
Envestnet Portfolio Solutions
232
Envestnet Portfolio Solutions
Illinois
$206K +$198K +2,589 New
FPGK
233
Financial Partners Group (Kansas)
Kansas
$205K +$197K +2,581 New
D.E. Shaw & Co
234
D.E. Shaw & Co
New York
$205K +$197K +2,576 New
TCM
235
Triumph Capital Management
Colorado
$200K – – –
WTC
236
WhitTier Trust Company
Nevada
$167K -$11.4K -149 -7%
TWM
237
Tripletail Wealth Management
Florida
$164K -$994 -13 -0.6%
PA
238
Parallel Advisors
California
$146K – – –
ACA
239
Aptus Capital Advisors
Alabama
$131K +$10.7K +140 +9%
CSP
240
Cary Street Partners
Virginia
$127K +$18.2K +238 +18%
ATPW
241
Ashton Thomas Private Wealth
Arizona
$118K – – –
PB
242
Pinnacle Bancorp
Nebraska
$114K – – –
EWA
243
EP Wealth Advisors
California
$114K +$110K +1,432 New
CFM
244
Compass Financial Management
Florida
$103K +$94.8K +1,239 New
BlackRock
245
BlackRock
New York
$98.6K – – –
RMP
246
Richards, Merrill & Peterson
Washington
$80.5K – – –
TRCT
247
Tower Research Capital (TRC)
New York
$74.7K -$59.7K -781 -45%
Bank of Montreal
248
Bank of Montreal
Ontario, Canada
$58.5K – – –
LFA
249
LGT Financial Advisors
Texas
$57.9K +$3.9K +51 +8%
MSG
250
Main Street Group
Virginia
$42.4K +$40.8K +534 New