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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$14.4M -$2.49M -40,493 -15%
SPG
27
Strategic Planning Group
Utah
$12.6M +$339K +5,514 +3%
CA
28
Crumly & Associates
Illinois
$11.2M -$3.22M -52,436 -23%
Stifel Financial
29
Stifel Financial
Missouri
$10.8M +$481K +7,832 +5%
AWM
30
Avaii Wealth Management
Wisconsin
$10.5M +$755K +12,286 +8%
TSWM
31
Tyler-Stone Wealth Management
Ohio
$10.2M +$5.85M +95,252 +149%
Americana Partners
32
Americana Partners
Texas
$10.2M -$479K -7,787 -5%
AWA
33
ARQ Wealth Advisors
Arizona
$9.57M +$724K +11,787 +8%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$9.24M +$3.44M +55,977 +63%
UL
35
Unionview LLC
Washington
$8.4M +$233K +3,794 +3%
WWA
36
WCG Wealth Advisors
Nevada
$8.06M +$6.77M +110,181 +707%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$7.66M +$1.7M +27,641 +30%
MWA
38
MN Wealth Advisors
Kansas
$7.46M +$1.99M +32,416 +39%
SWP
39
SIMA Wealth Partners
Virginia
$6.97M -$358K -5,829 -5%
Integrated Wealth Concepts
40
Integrated Wealth Concepts
Massachusetts
$6.51M -$418K -6,809 -6%
SA
41
SFI Advisors
New Jersey
$6.11M -$68.1K -1,108 -1%
Equitable Holdings
42
Equitable Holdings
New York
$6.1M -$759K -12,342 -11%
CFS
43
Commonwealth Financial Services
West Virginia
$6M +$118K +1,927 +2%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$5.72M -$908K -14,779 -14%
BWM
45
BCGM Wealth Management
Indiana
$5.59M -$1.54K -25 -0%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$5.53M +$3.69M +60,071 +227%
GAM
47
Gemmer Asset Management
California
$5.24M +$7.5K +122 +0.1%
GF
48
GGM Financials
Ohio
$5.11M -$17K -277 -0.3%
MML Investors Services
49
MML Investors Services
Massachusetts
$4.92M +$1.64M +26,731 +53%
MA
50
Mutual Advisors
Nebraska
$4.71M -$61.8K -1,005 -1%