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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$44.6M +$11.6M +151,754 +37%
CF
27
Convergence Financial
Missouri
$43.8M +$15.3M +200,019 +57%
FWA
28
FSM Wealth Advisors
Ohio
$43.7M +$1.96M +25,638 +5%
IA
29
Intellus Advisors
Florida
$38.9M +$663K +8,669 +2%
UW
30
Unique Wealth
Florida
$37.4M +$5.47M +71,532 +18%
WAM
31
WNY Asset Management
New York
$36.1M +$62.4K +816 +0.2%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$34.1M -$301K -3,937 -0.9%
DWP
33
Daymark Wealth Partners
Ohio
$32.1M -$2.17M -28,327 -7%
Stifel Financial
34
Stifel Financial
Missouri
$31.3M +$16.9K +221 +0.1%
WIM
35
WealthPlan Investment Management
Nebraska
$30.2M +$4.21M +55,039 +17%
AP
36
Americana Partners
Texas
$30.1M -$138K -1,810 -0.5%
AFA
37
Arlington Financial Advisors
California
$29.7M +$447K +5,846 +2%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$27.4M +$225K +2,940 +0.9%
UBS Group
39
UBS Group
Switzerland
$24.5M +$55.9K +731 +0.2%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$24.4M +$4.29M +56,151 +22%
CWA
41
Centerline Wealth Advisors
Kentucky
$24.2M +$1.2M +15,684 +5%
TSWM
42
Triangle Securities Wealth Management
North Carolina
$20.1M +$368K +4,814 +2%
CWS
43
Confluence Wealth Services
Pennsylvania
$19.6M +$2.53M +33,109 +16%
IWC
44
Integrated Wealth Concepts
Massachusetts
$19.5M -$1.34M -17,491 -7%
PA
45
Prism Advisors
California
$19.3M -$145K -1,894 -0.8%
SLP
46
Storen Legacy Partners
Indiana
$19.2M +$1.45M +18,932 +8%
DC
47
Davenport & Co
Virginia
$19.1M +$8.02M +104,870 +77%
Wells Fargo
48
Wells Fargo
California
$19M +$603K +7,888 +3%
SA
49
Sanctuary Advisors
Indiana
$16.4M +$1.91M +25,034 +14%
GCP
50
Gill Capital Partners
Colorado
$14.5M +$176K +2,302 +1%