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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
26
Equitable Holdings
New York
$5.9M -$18.5K -355 -0.3%
Osaic Holdings
27
Osaic Holdings
Arizona
$5.63M +$1.75M +33,545 +50%
BWM
28
BCGM Wealth Management
Indiana
$5.34M +$5.01M +96,036 New
MWA
29
MN Wealth Advisors
Kansas
$5M +$4.69M +89,948 New
SA
30
SFI Advisors
New Jersey
$4.87M +$3.35M +64,176 +275%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$4.25M +$1.93M +37,086 +94%
IWC
32
Integrated Wealth Concepts
Massachusetts
$4.19M +$114K +2,181 +3%
CFS
33
Commonwealth Financial Services
West Virginia
$3.93M +$1.53M +29,261 +71%
VWA
34
Visionary Wealth Advisors
Illinois
$3.89M -$78.5K -1,506 -2%
MA
35
Mutual Advisors
Nebraska
$3.66M +$101K +1,931 +3%
MML Investors Services
36
MML Investors Services
Massachusetts
$2.65M +$2.01M +38,603 +429%
CWM
37
CMH Wealth Management
New Hampshire
$2.64M +$101K +1,939 +4%
AWAP
38
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.11M +$126K +2,413 +7%
SF
39
Synovus Financial
Georgia
$2.04M +$321K +6,155 +20%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.87M +$552K +10,579 +46%
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$1.81M -$73.5K -1,410 -4%
TSWM
42
Tyler-Stone Wealth Management
Ohio
$1.68M +$1.35M +25,852 +600%
LNC
43
Lincoln National Corp
Pennsylvania
$1.62M +$286K +5,493 +23%
SWM
44
StoneCrest Wealth Management
Arizona
$1.62M +$1.52M +29,142 New
CW
45
CreativeOne Wealth
Kansas
$1.53M -$330K -6,325 -19%
PWM
46
Perigon Wealth Management
California
$1.35M +$1.26M +24,238 New
IWM
47
IHT Wealth Management
Illinois
$1.27M +$1.2M +22,915 New
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$1.25M +$243K +4,669 +26%
FCG
49
Financial Connections Group
California
$1.19M -$551K -10,558 -33%
TSWM
50
Triangle Securities Wealth Management
North Carolina
$1.19M +$879K +16,861 +378%