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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
WBH Advisory
Maryland
$2.4M +$201K +2,710 +9%
CHWM
102
Cauble & Harre Wealth Management
Missouri
$2.31M -$119K -1,603 -5%
MW
103
Merited Wealth
Florida
$2.24M +$1.24M +16,707 +115%
MGO One Seven
104
MGO One Seven
Ohio
$2.18M -$206K -2,773 -8%
Kingsview Wealth Management
105
Kingsview Wealth Management
Oregon
$2.12M +$38.1K +514 +2%
WP
106
WealthPLAN Partners
Nebraska
$1.97M +$1.6M +21,587 +372%
D.A. Davidson & Co
107
D.A. Davidson & Co
Montana
$1.95M -$2.52K -34 -0.1%
CreativeOne Wealth
108
CreativeOne Wealth
Kansas
$1.92M -$41K -553 -2%
HWMO
109
Heritage Wealth Management (Ohio)
Ohio
$1.84M -$12.7K -171 -0.7%
IFP Advisors
110
IFP Advisors
Florida
$1.82M +$128K +1,721 +7%
RFG Advisory
111
RFG Advisory
Alabama
$1.74M +$1.75M +23,524 New
Natixis Advisors
112
Natixis Advisors
Massachusetts
$1.74M +$389K +5,240 +28%
EWM
113
Elevation Wealth Management
Minnesota
$1.73M -$104K -1,395 -5%
GSEP
114
Golden State Equity Partners
California
$1.68M +$1.74M +23,398 New
IAA
115
Independence Asset Advisors
Pennsylvania
$1.63M +$951K +12,815 +129%
3IP
116
3Chopt Investment Partners
Virginia
$1.63M -$4.97K -67 -0.3%
ACGA
117
Atlanta Consulting Group Advisors
Georgia
$1.6M +$15.4K +207 +0.9%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$1.59M +$869K +11,710 +112%
Merit Financial Group
119
Merit Financial Group
Georgia
$1.54M +$963K +12,983 +153%
MassMutual Private Wealth & Trust
120
MassMutual Private Wealth & Trust
Connecticut
$1.53M -$79.7K -1,074 -5%
CWWM
121
Curry Webb Wealth Management
Indiana
$1.52M -$269K -3,627 -15%
Atria Investments
122
Atria Investments
North Carolina
$1.51M -$257K -3,459 -14%
RDFA
123
Ritter Daniher Financial Advisory
Ohio
$1.49M -$236K -3,185 -13%
FPW
124
Fairvoy Private Wealth
Alabama
$1.49M +$507K +6,831 +49%
PW
125
PUREfi Wealth
Massachusetts
$1.45M +$556K +7,495 +59%