We are live on ! Find out more
JAVA icon

JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Krilogy Financial
26
Krilogy Financial
Missouri
$1.4M +$29.4K +562 +2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.38M +$178K +3,412 +15%
AWAP
28
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.31M +$1.32M +25,367 New
CFG
29
Cooper Financial Group
California
$1.17M +$190K +3,630 +19%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.12M +$626K +11,980 +122%
UBS Group
31
UBS Group
Switzerland
$1.07M +$1.09M +20,866 New
EFH
32
Eaton Financial Holdings
Florida
$872K – – –
Old Mission Capital
33
Old Mission Capital
Illinois
$822K +$834K +15,962 New
BFA
34
Beaumont Financial Advisors
Massachusetts
$752K -$14.9M -284,551 -95%
Atria Wealth Solutions
35
Atria Wealth Solutions
New York
$620K +$306K +5,854 +95%
Benjamin F. Edwards & Company
36
Benjamin F. Edwards & Company
Missouri
$609K +$311K +5,962 +102%
Synovus Financial
37
Synovus Financial
Georgia
$557K +$162K +3,101 +40%
MML Investors Services
38
MML Investors Services
Massachusetts
$548K -$855K -16,373 -61%
WF
39
Wayfinding Financial
Washington
$530K +$538K +10,305 New
LSPW
40
Lake Street Private Wealth
Illinois
$477K -$53.7K -1,029 -10%
Global Retirement Partners
41
Global Retirement Partners
California
$430K +$439K +8,413 New
Lincoln National Corp
42
Lincoln National Corp
Pennsylvania
$400K +$406K +7,773 New
Farther Finance Advisors
43
Farther Finance Advisors
California
$379K +$385K +7,367 New
Cetera Advisor Networks
44
Cetera Advisor Networks
California
$376K +$110K +2,098 +40%
SFS
45
Security Financial Services
Indiana
$371K -$39.4K -755 -9%
SOS
46
Silver Oak Securities
Tennessee
$323K +$1.04K +20 +0.3%
Steward Partners Investment Advisory
47
Steward Partners Investment Advisory
New York
$309K +$58.6K +1,123 +23%
CAWM
48
Capital Advisors Wealth Management
Washington
$256K +$259K +4,967 New
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$255K +$40K +766 +18%
HighTower Advisors
50
HighTower Advisors
Illinois
$231K -$15.6K -298 -6%