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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Concurrent Investment Advisors
126
Concurrent Investment Advisors
Florida
$213K +$204K +3,325 New
Capital Analysts LLC
127
Capital Analysts LLC
Pennsylvania
$204K +$1.6K +26 +0.8%
LC
128
Landaas & Company
Wisconsin
$203K +$195K +3,168 New
PTC
129
Private Trust Company
Ohio
$190K -$2.33K -38 -1%
Geneos Wealth Management
130
Geneos Wealth Management
Colorado
$156K +$13.9K +226 +10%
HIA
131
Harbor Investment Advisory
Maryland
$128K – – –
Parallel Advisors
132
Parallel Advisors
California
$118K – – –
WhitTier Trust Company
133
WhitTier Trust Company
Nevada
$110K – – –
Steward Partners Investment Advisory
134
Steward Partners Investment Advisory
New York
$101K -$5.04K -82 -5%
AFG
135
Albion Financial Group
Utah
$86.5K -$215K -3,500 -72%
LFA
136
LGT Financial Advisors
Texas
$73.7K +$24.8K +403 +54%
FAM
137
Family Asset Management
South Carolina
$52.5K +$6.64K +108 +15%
MHR
138
Matthew Hamilton Rosenberg
$45.3K – – –
Aptus Capital Advisors
139
Aptus Capital Advisors
Alabama
$40.7K +$3.07K +50 +9%
Quadrant Capital Group
140
Quadrant Capital Group
Ohio
$25.6K +$24.6K +400 New
PB
141
Pinnacle Bancorp
Nebraska
$23.6K – – –
HGERS
142
Householder Group Estate & Retirement Specialist
Arizona
$19K – – –
Principal Securities
143
Principal Securities
Iowa
$17.6K +$16.9K +275 New
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$15.1K -$4.3K -70 -23%
Spire Wealth Management
145
Spire Wealth Management
Virginia
$13.8K -$61 -1 -0.5%
PA
146
PSI Advisors
Florida
$13.2K +$61 +1 +0.5%
WP
147
WealthShield Partners
North Carolina
$10.2K – – –
SIS
148
Sound Income Strategies
Florida
$4.04K – – –
AssetMark Inc
149
AssetMark Inc
California
$2.5K – – –
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$1.73K +$1.66K +27 New