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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
5W
76
5T Wealth
California
$3.63M +$599K +8,924 +20%
AG
77
Ascent Group
Virginia
$3.29M +$1.76M +26,290 +123%
CWP
78
Cyndeo Wealth Partners
Florida
$3.26M +$172K +2,565 +6%
GIA
79
Gladstone Institutional Advisory
Florida
$3.16M +$110K +1,638 +4%
CWM
80
CMH Wealth Management
New Hampshire
$3M +$38.5K +573 +1%
Synovus Financial
81
Synovus Financial
Georgia
$2.96M -$101K -1,508 -3%
TWP
82
Triad Wealth Partners
Kansas
$2.78M +$462K +6,884 +21%
FHC
83
First Heartland Consultants
Missouri
$2.78M -$148K -2,205 -5%
Western Wealth Management
84
Western Wealth Management
Colorado
$2.68M +$57.7K +860 +2%
CA
85
Crumly & Associates
Illinois
$2.62M -$173K -2,571 -6%
CCB
86
Country Club Bank
Missouri
$2.49M +$73.4K +1,094 +3%
Equitable Holdings
87
Equitable Holdings
New York
$2.11M -$225K -3,345 -10%
CreativeOne Wealth
88
CreativeOne Wealth
Kansas
$2.08M -$124K -1,854 -6%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$2.07M -$39.6K -590 -2%
MGO One Seven
90
MGO One Seven
Ohio
$2M +$406K +6,042 +26%
HWMO
91
Heritage Wealth Management (Ohio)
Ohio
$1.97M +$214K +3,191 +13%
Kingsview Wealth Management
92
Kingsview Wealth Management
Oregon
$1.92M -$460K -6,848 -20%
D.A. Davidson & Co
93
D.A. Davidson & Co
Montana
$1.83M -$34.3K -511 -2%
WA
94
WBH Advisory
Maryland
$1.7M +$261K +3,885 +19%
Mariner
95
Mariner
Kansas
$1.7M +$37K +551 +2%
RDFA
96
Ritter Daniher Financial Advisory
Ohio
$1.65M -$408K -6,080 -20%
Quotient Wealth Partners
97
Quotient Wealth Partners
Texas
$1.65M -$16.9K -252 -1%
MassMutual Private Wealth & Trust
98
MassMutual Private Wealth & Trust
Connecticut
$1.65M -$91.9K -1,369 -5%
SG
99
StoneX Group
New York
$1.63M +$42.4K +631 +3%
BCA
100
Bay Colony Advisors
Massachusetts
$1.63M +$1.59M +23,650 New