We are live on ! Find out more
JAVA icon

JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Cornerstone Wealth Management
Missouri
$201K – – –
TCM
227
Triumph Capital Management
Colorado
$181K +$53.5K +721 +40%
WhitTier Trust Company
228
WhitTier Trust Company
Nevada
$161K – – –
TWM
229
Tripletail Wealth Management
Florida
$149K +$153K +2,064 New
Parallel Advisors
230
Parallel Advisors
California
$132K – – –
MAI Capital Management
231
MAI Capital Management
Ohio
$129K +$133K +1,791 New
Tower Research Capital (TRC)
232
Tower Research Capital (TRC)
New York
$124K -$1.23M -16,587 -91%
Aptus Capital Advisors
233
Aptus Capital Advisors
Alabama
$108K -$742 -10 -0.7%
Ashton Thomas Private Wealth
234
Ashton Thomas Private Wealth
Arizona
$106K +$110K +1,484 New
PB
235
Pinnacle Bancorp
Nebraska
$103K – – –
Cary Street Partners
236
Cary Street Partners
Virginia
$97.2K +$87.8K +1,183 +688%
BlackRock
237
BlackRock
New York
$89.1K +$92.2K +1,242 New
RMP
238
Richards, Merrill & Peterson
Washington
$72.8K – – –
RFP
239
Root Financial Partners
California
$57.4K – – –
Bank of Montreal
240
Bank of Montreal
Ontario, Canada
$52.9K – – –
LFA
241
LGT Financial Advisors
Texas
$48.6K -$742 -10 -1%
IAIM
242
International Assets Investment Management
Florida
$32.1K – – –
Spire Wealth Management
243
Spire Wealth Management
Virginia
$31K +$223 +3 +0.7%
FGAM
244
Financial Gravity Asset Management
Texas
$24.2K +$223 +3 +0.9%
AWM
245
Abound Wealth Management
Tennessee
$23.5K +$24.3K +328 New
Allworth Financial
246
Allworth Financial
California
$21.5K +$74 +1 +0.3%
FWP
247
FAS Wealth Partners
Kansas
$21.4K +$22.2K +299 New
Farmers & Merchants Investments Inc
248
Farmers & Merchants Investments Inc
Nebraska
$17.1K – – –
RFA
249
Register Financial Advisors
Georgia
$16.4K +$16.9K +228 New
SIM
250
Synergy Investment Management
Florida
$13.5K +$14K +188 New