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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kingsview Wealth Management
76
Kingsview Wealth Management
Oregon
$2.2M +$562K +8,652 +33%
PWH
77
Priebe Wealth Holdings
Minnesota
$2.19M +$435K +6,700 +24%
RDFA
78
Ritter Daniher Financial Advisory
Ohio
$2.19M -$5.33M -82,050 -70%
D.A. Davidson & Co
79
D.A. Davidson & Co
Montana
$2.13M +$31.8K +490 +1%
Atria Wealth Solutions
80
Atria Wealth Solutions
New York
$2.12M +$732K +11,275 +51%
Arkadios Wealth Advisors
81
Arkadios Wealth Advisors
Georgia
$2.07M +$324K +4,997 +18%
CCB
82
Country Club Bank
Missouri
$2.05M +$327K +5,039 +18%
3IP
83
3Chopt Investment Partners
Virginia
$2M +$433K +6,676 +27%
Atria Investments
84
Atria Investments
North Carolina
$1.95M +$211K +3,252 +12%
SPG
85
Strategic Planning Group
Utah
$1.87M -$1.45M -22,278 -43%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$1.85M +$33K +509 +2%
MassMutual Private Wealth & Trust
87
MassMutual Private Wealth & Trust
Connecticut
$1.76M -$395K -6,083 -18%
SMAM
88
Sugar Maple Asset Management
Wisconsin
$1.73M +$576K +8,875 +48%
MWM
89
Mascagni Wealth Management
Mississippi
$1.72M – – –
GIA
90
Gladstone Institutional Advisory
Florida
$1.66M +$967K +14,895 +133%
SG
91
StoneX Group
New York
$1.41M +$232K +3,574 +19%
Quotient Wealth Partners
92
Quotient Wealth Partners
Texas
$1.32M +$1.35M +20,722 New
AG
93
Ascent Group
Virginia
$1.3M +$377K +5,814 +40%
Benjamin Edwards Inc
94
Benjamin Edwards Inc
Missouri
$1.27M -$230K -3,537 -15%
TWP
95
Triad Wealth Partners
Kansas
$1.24M +$719K +11,070 +131%
LI
96
LRI Investments
Florida
$1.17M +$607K +9,350 +104%
Mariner
97
Mariner
Kansas
$1.17M +$1.19M +18,347 New
SOS
98
Silver Oak Securities
Tennessee
$1.15M +$2.4K +37 +0.2%
HWMO
99
Heritage Wealth Management (Ohio)
Ohio
$1.14M +$306K +4,706 +36%
WF
100
Wayfinding Financial
Washington
$1.07M -$36.1K -556 -3%