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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Private Advisor Group
26
Private Advisor Group
New Jersey
$33.9M +$308K +4,144 +0.9%
WAM
27
WNY Asset Management
New York
$32.6M +$33.7M +454,239 New
WWA
28
WCG Wealth Advisors
Nevada
$31.5M +$672K +9,057 +2%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$31.1M +$651K +8,768 +2%
Daymark Wealth Partners
30
Daymark Wealth Partners
Ohio
$31M +$1.91M +25,678 +6%
Osaic Holdings
31
Osaic Holdings
Arizona
$29.4M -$2.06M -27,736 -6%
UW
32
Unique Wealth
Florida
$28.6M +$8.49M +114,440 +40%
Stifel Financial
33
Stifel Financial
Missouri
$28.3M -$2.29M -30,876 -7%
Americana Partners
34
Americana Partners
Texas
$27.3M -$12.2M -164,691 -30%
AFA
35
Arlington Financial Advisors
California
$26.4M +$435K +5,863 +2%
CF
36
Convergence Financial
Missouri
$25.3M -$701K -9,451 -3%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$24.5M +$22.8M +306,745 +871%
WIM
38
WealthPlan Investment Management
Nebraska
$23.4M +$10.9M +147,170 +82%
UBS Group
39
UBS Group
Switzerland
$22.1M -$33.3M -448,189 -59%
CWA
40
Centerline Wealth Advisors
Kentucky
$20.8M +$5.03M +67,718 +31%
Integrated Wealth Concepts
41
Integrated Wealth Concepts
Massachusetts
$18.9M +$19.2M +259,054 +6,039%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$18M +$2.4M +32,408 +15%
TSWM
43
Triangle Securities Wealth Management
North Carolina
$17.8M +$559K +7,534 +3%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$17.6M -$1.18M -15,857 -6%
PA
45
Prism Advisors
California
$17.6M -$741K -9,983 -4%
Wells Fargo
46
Wells Fargo
California
$16.6M +$943K +12,703 +6%
SLP
47
Storen Legacy Partners
Indiana
$16M +$16.6M +223,269 New
Confluence Wealth Services
48
Confluence Wealth Services
Pennsylvania
$15.3M +$979K +13,199 +7%
BWM
49
BCGM Wealth Management
Indiana
$15M -$117K -1,575 -0.7%
Sanctuary Advisors
50
Sanctuary Advisors
Indiana
$13.1M -$523K -7,049 -4%