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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCP
51
Gill Capital Partners
Colorado
$12.9M +$816K +10,992 +7%
Concurrent Investment Advisors
52
Concurrent Investment Advisors
Florida
$11.9M +$1.57M +21,175 +15%
NewEdge Advisors
53
NewEdge Advisors
Louisiana
$11.1M +$306K +4,124 +3%
AWA
54
ARQ Wealth Advisors
Arizona
$11M +$217K +2,920 +2%
KW
55
Keyvantage Wealth
Pennsylvania
$10.4M +$491K +6,618 +5%
Exchange Traded Concepts
56
Exchange Traded Concepts
Oklahoma
$10.3M +$1.66M +22,376 +18%
UBS AM
57
UBS AM
Illinois
$10.2M +$10.6M +142,735 New
PGFG
58
Pine Grove Financial Group
Minnesota
$10.2M +$401K +5,407 +4%
Davenport & Co
59
Davenport & Co
Virginia
$9.75M +$1.24M +16,768 +14%
WC
60
Weil Company
California
$9.2M -$121K -1,626 -1%
Geneos Wealth Management
61
Geneos Wealth Management
Colorado
$9.13M +$1.86M +25,089 +25%
Capital Analysts LLC
62
Capital Analysts LLC
Pennsylvania
$8.89M +$555K +7,474 +6%
RCAG
63
Rehmann Capital Advisory Group
Michigan
$8.83M +$8.39M +113,064 +1,123%
MWA
64
MN Wealth Advisors
Kansas
$8.57M -$275K -3,709 -3%
Benjamin Edwards Inc
65
Benjamin Edwards Inc
Missouri
$8.42M +$2.87M +38,661 +49%
MML Investors Services
66
MML Investors Services
Massachusetts
$8.27M -$345K -4,649 -4%
RWS
67
Resolute Wealth Strategies
Mississippi
$8.04M +$426K +5,746 +5%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$7.85M +$840K +11,313 +12%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$6.87M +$4.79M +64,537 +209%
SWP
70
SIMA Wealth Partners
Virginia
$6.8M -$52.8K -712 -0.7%
Mariner
71
Mariner
Kansas
$6.48M +$4.83M +65,057 +257%
CWP
72
Cyndeo Wealth Partners
Florida
$6.01M +$1.47M +19,832 +31%
PIA
73
Perennial Investment Advisors
California
$5.95M +$251K +3,376 +4%
Equitable Holdings
74
Equitable Holdings
New York
$5.94M +$3.46M +46,598 +129%
Perigon Wealth Management
75
Perigon Wealth Management
California
$5.71M -$116K -1,563 -2%