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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWMG
101
Compass Wealth Management (Georgia)
Georgia
$2.83M -$68.3K -893 -2%
WA
102
WBH Advisory
Maryland
$2.74M +$94.9K +1,241 +4%
GRP
103
Global Retirement Partners
California
$2.72M +$2.62M +34,310 New
HNH
104
Hopwood Nicholas Hunter
$2.48M -$324K -4,242 -12%
KWM
105
Kingsview Wealth Management
Oregon
$2.48M +$128K +1,679 +6%
CA
106
Crumly & Associates
Illinois
$2.45M -$199K -2,602 -8%
MOS
107
MGO One Seven
Ohio
$2.41M +$382 +5 +0%
CHWM
108
Cauble & Harre Wealth Management
Missouri
$2.41M -$1.07K -14 -0%
IAA
109
Independence Asset Advisors
Pennsylvania
$2.36M +$535K +6,999 +31%
IA
110
IFP Advisors
Florida
$2.29M +$266K +3,480 +14%
Mariner
111
Mariner
Kansas
$2.16M -$4.83M -63,126 -70%
DADC
112
D.A. Davidson & Co
Montana
$2.12M -$41.5K -543 -2%
FPW
113
Fairvoy Private Wealth
Alabama
$2.07M +$408K +5,337 +26%
HWMO
114
Heritage Wealth Management (Ohio)
Ohio
$2.04M -$4.51K -59 -0.2%
ACGA
115
Atlanta Consulting Group Advisors
Georgia
$1.86M +$83.4K +1,090 +5%
PW
116
PUREfi Wealth
Massachusetts
$1.86M +$241K +3,155 +16%
IP
117
Ignite Planners
California
$1.84M +$278K +3,636 +19%
FHC
118
First Heartland Consultants
Missouri
$1.79M -$1.28M -16,676 -42%
FFA
119
Farther Finance Advisors
California
$1.78M +$1.22M +15,908 +244%
CWM
120
Cornerstone Wealth Management
Missouri
$1.76M +$1.48M +19,349 +690%
EWM
121
Elevation Wealth Management
Minnesota
$1.72M -$180K -2,354 -10%
LC
122
Landaas & Company
Wisconsin
$1.7M +$281K +3,673 +21%
TW
123
Traveka Wealth
California
$1.67M +$137K +1,789 +9%
RDFA
124
Ritter Daniher Financial Advisory
Ohio
$1.65M -$1.61K -21 -0.1%
3IP
125
3Chopt Investment Partners
Virginia
$1.62M -$172K -2,255 -10%