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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWMO
101
Heritage Wealth Management (Ohio)
Ohio
$1.86M -$188K -2,673 -9%
EWM
102
Elevation Wealth Management
Minnesota
$1.82M +$1.78M +25,444 New
Mariner
103
Mariner
Kansas
$1.81M +$45.7K +652 +3%
CWWM
104
Curry Webb Wealth Management
Indiana
$1.78M +$1.74M +24,829 New
AI
105
Atria Investments
North Carolina
$1.75M +$127K +1,811 +8%
QWP
106
Quotient Wealth Partners
Texas
$1.73M +$13.9K +198 +0.8%
RDFA
107
Ritter Daniher Financial Advisory
Ohio
$1.72M
IA
108
IFP Advisors
Florida
$1.69M +$91.4K +1,303 +6%
3IP
109
3Chopt Investment Partners
Virginia
$1.63M +$31.1K +443 +2%
MPWT
110
MassMutual Private Wealth & Trust
Connecticut
$1.61M -$99.5K -1,419 -6%
BCA
111
Bay Colony Advisors
Massachusetts
$1.59M -$107K -1,531 -6%
ACGA
112
Atlanta Consulting Group Advisors
Georgia
$1.58M +$166K +2,370 +12%
MWM
113
Mascagni Wealth Management
Mississippi
$1.55M -$83.2K -1,186 -5%
OP
114
ORG Partners
Indiana
$1.49M +$224K +3,198 +18%
Natixis Advisors
115
Natixis Advisors
Massachusetts
$1.36M +$595K +8,476 +81%
TPWA
116
Twin Peaks Wealth Advisors
California
$1.33M +$464K +6,608 +62%
SMAM
117
Sugar Maple Asset Management
Wisconsin
$1.31M -$8.77K -125 -0.7%
TRCT
118
Tower Research Capital (TRC)
New York
$1.31M +$802K +11,436 +166%
LC
119
Landaas & Company
Wisconsin
$1.27M -$21K -300 -2%
WF
120
Wayfinding Financial
Washington
$1.23M +$9.12K +130 +0.8%
CCFM
121
Clear Creek Financial Management
Washington
$1.22M +$254K +3,621 +27%
KF
122
Krilogy Financial
Missouri
$1.19M -$14K -199 -1%
BFA
123
Beaumont Financial Advisors
Massachusetts
$1.14M -$41.7K -595 -4%
IP
124
Ignite Planners
California
$1.13M +$361K +5,145 +51%
TW
125
Traveka Wealth
California
$1.13M +$431K +6,141 +64%