We are live on ! Find out more
JAVA icon

JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWA
26
WCG Wealth Advisors
Nevada
$26.2M +$4M +61,577 +18%
CI Investments Inc
27
CI Investments Inc
Ontario, Canada
$24.2M -$880K -13,550 -3%
FWA
28
FSM Wealth Advisors
Ohio
$23.4M +$675K +10,393 +3%
Daymark Wealth Partners
29
Daymark Wealth Partners
Ohio
$23.3M -$1.02M -15,741 -4%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$22.9M +$2.42M +37,284 +12%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$21.6M +$10.3M +158,530 +86%
CF
32
Convergence Financial
Missouri
$19.9M +$337K +5,195 +2%
AFA
33
Arlington Financial Advisors
California
$19.8M +$3.12M +47,986 +18%
Sanctuary Advisors
34
Sanctuary Advisors
Indiana
$15.6M +$52K +801 +0.3%
TSWM
35
Triangle Securities Wealth Management
North Carolina
$15.1M +$209K +3,221 +1%
PA
36
Prism Advisors
California
$14.8M +$15.1M +233,182 New
UW
37
Unique Wealth
Florida
$13.7M +$14M +216,219 New
Stifel Financial
38
Stifel Financial
Missouri
$13.6M +$2.37M +36,553 +21%
TSWM
39
Tyler-Stone Wealth Management
Ohio
$12.5M +$855K +13,177 +7%
KW
40
Keyvantage Wealth
Pennsylvania
$12.4M +$11.7M +180,260 +1,233%
RWS
41
Resolute Wealth Strategies
Mississippi
$10.6M +$6.77M +104,245 +167%
AWA
42
ARQ Wealth Advisors
Arizona
$9.96M +$400K +6,154 +4%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$9.75M +$1.9M +29,247 +24%
Private Advisor Group
44
Private Advisor Group
New Jersey
$9.43M +$1.76M +27,104 +22%
BWM
45
BCGM Wealth Management
Indiana
$8.61M +$2.64M +40,650 +43%
MWA
46
MN Wealth Advisors
Kansas
$7.86M -$625K -9,625 -7%
GCP
47
Gill Capital Partners
Colorado
$7.18M +$6.13M +94,353 +507%
Wells Fargo
48
Wells Fargo
California
$6.71M +$1.99M +30,661 +41%
CFS
49
Commonwealth Financial Services
West Virginia
$6.56M +$133K +2,045 +2%
Integrated Wealth Concepts
50
Integrated Wealth Concepts
Massachusetts
$6.44M -$32.2K -496 -0.5%