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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NL
51
NWAM LLC
Washington
$228K +$231K +4,426 New
SPI
52
Sutton Place Investors
New York
$217K +$220K +4,219 New
Raymond James Financial Services Advisors
53
Raymond James Financial Services Advisors
Florida
$212K +$215K +4,115 New
Truist Financial
54
Truist Financial
North Carolina
$211K +$8.3K +159 +4%
FAIM
55
Financial Advocates Investment Management
Washington
$210K +$213K +4,087 New
Capital Analysts LLC
56
Capital Analysts LLC
Pennsylvania
$131K +$9.82K +188 +8%
NewEdge Advisors
57
NewEdge Advisors
Louisiana
$113K +$115K +2,200 New
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$90K – – –
HIA
59
Harbor Investment Advisory
Maryland
$80.4K +$44.3K +849 +119%
PTC
60
Private Trust Company
Ohio
$56.6K – – –
Advisory Services Network
61
Advisory Services Network
Georgia
$53.4K +$157 +3 +0.3%
LFA
62
LGT Financial Advisors
Texas
$50.1K +$50.8K +973 New
Ameritas Advisory Services
63
Ameritas Advisory Services
Nebraska
$49.5K +$49.4K +945 New
IFP Advisors
64
IFP Advisors
Florida
$47.1K +$49.1K +941 New
FAM
65
Family Asset Management
South Carolina
$44.6K -$2.98K -57 -6%
PA
66
PSI Advisors
Florida
$10.4K – – –
Harbour Investments
67
Harbour Investments
Wisconsin
$8.91K +$5.54K +106 +158%
Spire Wealth Management
68
Spire Wealth Management
Virginia
$7.26K +$7.36K +141 New
TC
69
Truvestments Capital
Florida
$1.24K – – –
LGWM
70
Litman Gregory Wealth Management
California
– -$645K -12,585 Closed
MCC
71
Money Concepts Capital
Florida
– -$114K -2,231 Closed
Wells Fargo
72
Wells Fargo
California
– -$11.7K -228 Closed