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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
101
Beaumont Financial Advisors
Massachusetts
$1.07M – – –
FAM
102
Frontier Asset Management
Wyoming
$1.03M +$1.05M +16,154 New
KCIC
103
Kuhn & Co Investment Counsel
Illinois
$989K +$80.8K +1,245 +9%
LSPW
104
Lake Street Private Wealth
Illinois
$952K -$118K -1,810 -11%
NewEdge Advisors
105
NewEdge Advisors
Louisiana
$933K +$15.9K +245 +2%
ACGA
106
Atlanta Consulting Group Advisors
Georgia
$907K +$407K +6,268 +78%
NCM
107
Northwest Capital Management
Oregon
$898K +$974 +15 +0.1%
PIA
108
Perennial Investment Advisors
California
$888K +$907K +13,975 New
BRWA
109
B. Riley Wealth Advisors
Florida
$839K +$187K +2,886 +28%
SPI
110
Sutton Place Investors
New York
$837K +$9.35K +144 +1%
PWP
111
Private Wealth Partners
California
$836K +$367K +5,650 +75%
CCFM
112
Clear Creek Financial Management
Washington
$831K +$849K +13,079 New
LGWM
113
Litman Gregory Wealth Management
California
$826K -$186K -2,860 -18%
Advisory Services Network
114
Advisory Services Network
Georgia
$825K +$353K +5,441 +72%
GLA
115
Good Life Advisors
Pennsylvania
$795K +$75.5K +1,163 +10%
IFG Advisory
116
IFG Advisory
Georgia
$794K +$811K +12,493 New
AWM
117
Avaii Wealth Management
Wisconsin
$793K -$10.1M -155,350 -93%
Avantax Advisory Services
118
Avantax Advisory Services
Texas
$792K -$246K -3,790 -23%
Krilogy Financial
119
Krilogy Financial
Missouri
$730K +$51.4K +792 +7%
Farther Finance Advisors
120
Farther Finance Advisors
California
$688K +$170K +2,613 +32%
IFP Advisors
121
IFP Advisors
Florida
$678K +$18.1K +279 +3%
MA
122
Mutual Advisors
Nebraska
$668K -$4.09M -63,037 -85%
MEAC
123
M.E. Allison & Co
Texas
$668K +$154K +2,375 +29%
FPW
124
Fairvoy Private Wealth
Alabama
$655K +$669K +10,305 New
SNWA
125
Siligmueller & Norvid Wealth Advisors
Illinois
$635K – – –