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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lincoln National Corp
51
Lincoln National Corp
Pennsylvania
$2.03M +$266K +4,690 +16%
D.A. Davidson & Co
52
D.A. Davidson & Co
Montana
$1.78M +$1.68M +29,659 New
SWM
53
StoneCrest Wealth Management
Arizona
$1.72M -$27.7K -489 -2%
CreativeOne Wealth
54
CreativeOne Wealth
Kansas
$1.61M -$40.2K -708 -3%
MassMutual Private Wealth & Trust
55
MassMutual Private Wealth & Trust
Connecticut
$1.6M -$324K -5,705 -18%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$1.59M +$1.15M +20,233 +324%
IHT Wealth Management
57
IHT Wealth Management
Illinois
$1.45M +$78.2K +1,378 +6%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$1.45M +$98.9K +1,742 +8%
Benjamin F. Edwards & Company
59
Benjamin F. Edwards & Company
Missouri
$1.38M +$150K +2,637 +13%
Cetera Advisor Networks
60
Cetera Advisor Networks
California
$1.17M +$410K +7,226 +58%
BFA
61
Beaumont Financial Advisors
Massachusetts
$1.11M +$2.33K +41 +0.2%
Avantax Advisory Services
62
Avantax Advisory Services
Texas
$1.07M +$19.4K +341 +2%
Atria Wealth Solutions
63
Atria Wealth Solutions
New York
$1.06M -$5.67K -100 -0.6%
EFH
64
Eaton Financial Holdings
Florida
$970K -$24.4K -430 -3%
3IP
65
3Chopt Investment Partners
Virginia
$937K +$41.1K +724 +5%
PWH
66
Priebe Wealth Holdings
Minnesota
$869K +$93.6K +1,650 +13%
NewEdge Advisors
67
NewEdge Advisors
Louisiana
$868K +$207K +3,655 +34%
NCM
68
Northwest Capital Management
Oregon
$849K – – –
CCB
69
Country Club Bank
Missouri
$840K +$317K +5,580 +66%
Private Advisor Group
70
Private Advisor Group
New Jersey
$829K -$15.5K -274 -2%
LGWM
71
Litman Gregory Wealth Management
California
$822K +$137K +2,420 +21%
Harbour Investments
72
Harbour Investments
Wisconsin
$801K +$343K +6,037 +82%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$784K +$5.05K +89 +0.7%
SMAM
74
Sugar Maple Asset Management
Wisconsin
$778K +$737K +12,991 New
LSPW
75
Lake Street Private Wealth
Illinois
$766K +$18.7K +329 +3%