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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SOS
76
Silver Oak Securities
Tennessee
$1.2M +$351K +5,704 +44%
Atria Wealth Solutions
77
Atria Wealth Solutions
New York
$1.15M +$29.5K +480 +3%
BFA
78
Beaumont Financial Advisors
Massachusetts
$1.07M -$59K -960 -5%
IHT Wealth Management
79
IHT Wealth Management
Illinois
$1.05M +$63.9K +1,039 +7%
SMAM
80
Sugar Maple Asset Management
Wisconsin
$990K -$15.9K -259 -2%
WF
81
Wayfinding Financial
Washington
$965K +$234K +3,803 +34%
FA
82
Fagan Associates
New York
$965K +$926K +15,060 New
WC
83
Weil Company
California
$961K +$165K +2,691 +22%
NewEdge Advisors
84
NewEdge Advisors
Louisiana
$925K -$3.01K -49 -0.3%
NCM
85
Northwest Capital Management
Oregon
$905K – – –
AG
86
Ascent Group
Virginia
$899K +$7.74K +126 +0.9%
LGWM
87
Litman Gregory Wealth Management
California
$874K +$120K +1,956 +17%
KCIC
88
Kuhn & Co Investment Counsel
Illinois
$869K +$75K +1,220 +10%
LSPW
89
Lake Street Private Wealth
Illinois
$840K +$120K +1,952 +17%
SPI
90
Sutton Place Investors
New York
$754K +$107K +1,735 +17%
Krilogy Financial
91
Krilogy Financial
Missouri
$693K -$26.9K -438 -4%
IFP Advisors
92
IFP Advisors
Florida
$629K +$48.4K +788 +9%
Farther Finance Advisors
93
Farther Finance Advisors
California
$625K +$188K +3,052 +46%
CPA
94
Clear Point Advisors
New York
$624K +$2.4K +39 +0.4%
Bank of America
95
Bank of America
North Carolina
$604K +$525K +8,541 +966%
OneDigital Investment Advisors
96
OneDigital Investment Advisors
Kansas
$595K +$2.33K +38 +0.4%
GM
97
GeoWealth Management
Illinois
$593K +$99.1K +1,613 +21%
Obermeyer Wealth Partners
98
Obermeyer Wealth Partners
Colorado
$536K – – –
GWSG
99
GPS Wealth Strategies Group
Colorado
$530K +$553 +9 +0.1%
FCG
100
Financial Connections Group
California
$518K -$4.06K -66 -0.8%