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JPMorgan Active Value ETF
JAVA

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
126
Clear Creek Financial Management
Washington
$876K +$18.1K +290 +2%
PWP
127
Private Wealth Partners
California
$861K – – –
PTC
128
Private Trust Company
Ohio
$829K +$580K +9,283 +275%
SPI
129
Sutton Place Investors
New York
$828K -$33.5K -537 -4%
PW
130
PUREfi Wealth
Massachusetts
$766K +$314K +5,023 +75%
SWGC
131
Summit Wealth Group (Colorado)
Colorado
$766K +$730K +11,688 New
GLA
132
Good Life Advisors
Pennsylvania
$760K -$56.4K -904 -7%
KF
133
Krilogy Financial
Missouri
$746K -$6.81K -109 -0.9%
LGWM
134
Litman Gregory Wealth Management
California
$746K -$101K -1,611 -12%
ASN
135
Advisory Services Network
Georgia
$736K -$111K -1,784 -14%
SNWA
136
Siligmueller & Norvid Wealth Advisors
Illinois
$728K +$64.3K +1,029 +10%
TPWA
137
Twin Peaks Wealth Advisors
California
$695K +$26.7K +428 +4%
MA
138
Mutual Advisors
Nebraska
$695K -$37.9K -607 -6%
MEAC
139
M.E. Allison & Co
Texas
$679K -$9.43K -151 -1%
FPW
140
Fairvoy Private Wealth
Alabama
$666K -$8.49K -136 -1%
FFA
141
Farther Finance Advisors
California
$650K -$57.4K -920 -8%
WFAG
142
Worth Financial Advisory Group
North Carolina
$620K +$33.4K +535 +6%
IP
143
Ignite Planners
California
$617K +$58.8K +942 +11%
OIA
144
OneDigital Investment Advisors
Kansas
$615K +$2.19K +35 +0.4%
BAM
145
Belpointe Asset Management
Nevada
$602K +$37.1K +594 +7%
MA
146
MONECO Advisors
Connecticut
$587K +$3.25K +52 +0.6%
SEIA
147
Signature Estate & Investment Advisors
California
$577K +$550K +8,813 New
CPA
148
Clear Point Advisors
New York
$572K +$2K +32 +0.4%
IAA
149
Independence Asset Advisors
Pennsylvania
$550K +$231K +3,705 +79%
OWP
150
Obermeyer Wealth Partners
Colorado
$548K – – –
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6
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