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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
26
Triangle Securities Wealth Management
North Carolina
$14.9M +$475K +7,254 +3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$13.3M +$4.35M +66,350 +46%
CA
28
Crumly & Associates
Illinois
$13.2M +$2.2M +33,584 +19%
Bank of America
29
Bank of America
North Carolina
$12.3M +$12.2M +185,593 +1,969%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$11.7M +$6.44M +98,255 +114%
TSWM
31
Tyler-Stone Wealth Management
Ohio
$11.6M +$1.59M +24,227 +15%
Stifel Financial
32
Stifel Financial
Missouri
$11.2M +$561K +8,552 +5%
AWM
33
Avaii Wealth Management
Wisconsin
$10.6M +$270K +4,122 +3%
AP
34
Americana Partners
Texas
$10M -$39.6K -604 -0.4%
AWA
35
ARQ Wealth Advisors
Arizona
$9.54M -$54.7K -834 -0.6%
UL
36
Unionview LLC
Washington
$8.52M +$219K +3,343 +3%
MWA
37
MN Wealth Advisors
Kansas
$8.44M +$1.11M +16,971 +15%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$7.86M +$307K +4,678 +4%
PAG
39
Private Advisor Group
New Jersey
$7.68M +$4.85M +73,925 +156%
RDFA
40
Ritter Daniher Financial Advisory
Ohio
$7.38M -$8.08M -123,293 -51%
EH
41
Equitable Holdings
New York
$6.93M +$931K +14,203 +15%
IWC
42
Integrated Wealth Concepts
Massachusetts
$6.45M +$15.1K +231 +0.2%
CFS
43
Commonwealth Financial Services
West Virginia
$6.41M +$474K +7,232 +8%
SA
44
SFI Advisors
New Jersey
$6.01M -$23.6K -360 -0.4%
BWM
45
BCGM Wealth Management
Indiana
$6M +$495K +7,547 +9%
SWP
46
SIMA Wealth Partners
Virginia
$5.85M -$1.07M -16,326 -15%
ETC
47
Exchange Traded Concepts
Oklahoma
$5.83M +$6.04M +92,112 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$5.58M +$1.71M +26,030 +42%
OFS
49
Orrstown Financial Services
Pennsylvania
$5.48M +$5.67M +86,503 New
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$5.39M -$273K -4,162 -5%