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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
51
WealthPlan Investment Management
Nebraska
$8.61M +$6.94M +103,380 +482%
MWA
52
MN Wealth Advisors
Kansas
$8.48M +$216K +3,213 +3%
Exchange Traded Concepts
53
Exchange Traded Concepts
Oklahoma
$8.23M -$40.7K -606 -0.5%
Capital Analysts LLC
54
Capital Analysts LLC
Pennsylvania
$7.82M +$5.49M +81,758 +258%
Davenport & Co
55
Davenport & Co
Virginia
$7.01M +$879K +13,104 +15%
RWS
56
Resolute Wealth Strategies
Mississippi
$6.9M -$4.8M -71,525 -42%
SWP
57
SIMA Wealth Partners
Virginia
$6.89M -$5.91K -88 -0.1%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$6.44M +$5.31M +79,145 +557%
MML Investors Services
59
MML Investors Services
Massachusetts
$5.79M +$405K +6,034 +8%
Miracle Mile Advisors
60
Miracle Mile Advisors
California
$5.78M -$1M -14,919 -15%
Benjamin Edwards Inc
61
Benjamin Edwards Inc
Missouri
$5.74M -$25.6K -381 -0.5%
GF
62
GGM Financials
Ohio
$5.55M -$282K -4,200 -5%
DP
63
Denver PWM
Colorado
$5.54M – – –
Global Retirement Partners
64
Global Retirement Partners
California
$5.52M +$935K +13,925 +21%
Perigon Wealth Management
65
Perigon Wealth Management
California
$5.37M +$1.2M +17,861 +30%
NewEdge Advisors
66
NewEdge Advisors
Louisiana
$5.2M +$190K +2,824 +4%
GAM
67
Gemmer Asset Management
California
$5.18M -$416K -6,200 -8%
CWMG
68
Compass Wealth Management (Georgia)
Georgia
$5.04M -$112K -1,664 -2%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$4.84M -$501K -7,463 -10%
Concurrent Investment Advisors
70
Concurrent Investment Advisors
Florida
$4.71M +$2.21M +32,868 +93%
Harbour Investments
71
Harbour Investments
Wisconsin
$4.54M +$26.9K +401 +0.6%
HighTower Advisors
72
HighTower Advisors
Illinois
$4.5M +$100K +1,493 +2%
FA
73
Fagan Associates
New York
$4.2M +$479K +7,141 +13%
PIA
74
Perennial Investment Advisors
California
$4.12M +$422K +6,290 +12%
Arkadios Wealth Advisors
75
Arkadios Wealth Advisors
Georgia
$3.74M +$415K +6,187 +13%