We are live on ! Find out more
JAVA icon

JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWA
26
FSM Wealth Advisors
Ohio
$28.2M +$3.52M +56,429 +15%
WWA
27
WCG Wealth Advisors
Nevada
$28.1M +$1.04M +16,603 +4%
CI Investments Inc
28
CI Investments Inc
Ontario, Canada
$27.9M +$2.88M +46,200 +12%
WAM
29
WNY Asset Management
New York
$26.1M -$2.41M -38,609 -9%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$25.1M +$1.41M +22,514 +6%
DWP
31
Daymark Wealth Partners
Ohio
$22.8M -$1.13M -18,142 -5%
AFA
32
Arlington Financial Advisors
California
$21.9M +$1.46M +23,455 +8%
CF
33
Convergence Financial
Missouri
$21.6M +$1.09M +17,464 +6%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$19.3M +$8.78M +140,642 +92%
TSWM
35
Triangle Securities Wealth Management
North Carolina
$15.7M +$144K +2,311 +1%
Stifel Financial
36
Stifel Financial
Missouri
$15.2M +$1.13M +18,141 +8%
PA
37
Prism Advisors
California
$14.5M -$723K -11,572 -5%
KW
38
Keyvantage Wealth
Pennsylvania
$13.2M +$426K +6,819 +3%
UW
39
Unique Wealth
Florida
$13.1M -$1.01M -16,152 -7%
Wells Fargo
40
Wells Fargo
California
$12.8M +$5.58M +89,326 +85%
SA
41
Sanctuary Advisors
Indiana
$12.1M -$3.79M -60,755 -25%
TSWM
42
Tyler-Stone Wealth Management
Ohio
$12.1M -$753K -12,061 -6%
PAG
43
Private Advisor Group
New Jersey
$12M +$2.16M +34,631 +23%
RWS
44
Resolute Wealth Strategies
Mississippi
$11.2M +$314K +5,031 +3%
AWA
45
ARQ Wealth Advisors
Arizona
$9.96M
BWM
46
BCGM Wealth Management
Indiana
$9.8M +$879K +14,078 +10%
WC
47
Weil Company
California
$9.57M +$5.13M +82,238 +129%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$9.12M +$2.4M +38,363 +38%
GCP
49
Gill Capital Partners
Colorado
$8.48M +$1.03M +16,539 +15%
CWA
50
Centerline Wealth Advisors
Kentucky
$8.33M +$7.94M +127,225 New