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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCG
126
Financial Connections Group
California
$621K +$150K +2,311 +29%
TPWA
127
Twin Peaks Wealth Advisors
California
$607K +$358K +5,511 +121%
GWP
128
Gateway Wealth Partners
Wisconsin
$605K +$134K +2,061 +28%
OneDigital Investment Advisors
129
OneDigital Investment Advisors
Kansas
$594K +$1.62K +25 +0.3%
CSPIA
130
Cary Street Partners Investment Advisory
Virginia
$575K +$63.9K +984 +12%
VWA
131
Visionary Wealth Advisors
Illinois
$569K -$1.55M -23,880 -73%
AWAP
132
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$569K -$2.48M -38,168 -81%
WFAG
133
Worth Financial Advisory Group
North Carolina
$567K +$102K +1,578 +21%
MA
134
MONECO Advisors
Connecticut
$566K +$85.4K +1,315 +17%
CPA
135
Clear Point Advisors
New York
$553K -$29.1K -449 -5%
Belpointe Asset Management
136
Belpointe Asset Management
Nevada
$547K +$559K +8,603 New
JWCA
137
J.W. Cole Advisors
Florida
$539K +$221K +3,398 +67%
Obermeyer Wealth Partners
138
Obermeyer Wealth Partners
Colorado
$532K – – –
IP
139
Ignite Planners
California
$516K +$234K +3,601 +76%
CIS
140
Custom Index Systems
New York
$511K +$522K +8,038 New
NL
141
NVWM LLC
Pennsylvania
$509K – – –
TFS
142
Thoroughbred Financial Services
Tennessee
$493K +$65 +1 +0%
FWP
143
Firethorn Wealth Partners
Georgia
$457K +$34K +523 +8%
Capital Analysts LLC
144
Capital Analysts LLC
Pennsylvania
$441K +$243K +3,747 +117%
GM
145
GeoWealth Management
Illinois
$433K -$138K -2,132 -24%
Stratos Wealth Partners
146
Stratos Wealth Partners
Ohio
$429K +$15.6K +241 +4%
PW
147
PUREfi Wealth
Massachusetts
$424K +$433K +6,673 New
Envestnet Portfolio Solutions
148
Envestnet Portfolio Solutions
Illinois
$421K +$430K +6,630 New
GWSG
149
GPS Wealth Strategies Group
Colorado
$408K -$123K -1,894 -23%
Stephens Inc
150
Stephens Inc
Arkansas
$398K – – –