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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCIC
151
Kuhn & Co Investment Counsel
Illinois
$930K -$6.5K -85 -0.7%
Renaissance Technologies
152
Renaissance Technologies
New York
$929K +$619K +8,100 +225%
SWGC
153
Summit Wealth Group (Colorado)
Colorado
$928K +$16.5K +216 +2%
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$923K -$808K -10,566 -48%
PA
155
Procyon Advisors
Connecticut
$918K +$5.96K +78 +0.7%
LSPW
156
Lake Street Private Wealth
Illinois
$900K -$291K -3,803 -25%
SNBOSCI
157
Security National Bank of Sioux City Iowa
Iowa
$875K +$409K +5,351 +94%
VAM
158
Verity Asset Management
North Carolina
$853K +$39.3K +514 +5%
MA
159
Mutual Advisors
Nebraska
$843K -$19.7K -258 -2%
WC
160
Weil Company
California
$831K -$9.01M -117,764 -92%
SPIA
161
Steward Partners Investment Advisory
New York
$823K +$116K +1,521 +17%
MEAC
162
M.E. Allison & Co
Texas
$811K -$11.9K -155 -1%
OBWA
163
Oak Barrel Wealth Advisory
Virginia
$801K +$771K +10,083 New
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$784K +$79.9K +1,045 +12%
HIP
165
HUB Investment Partners
Texas
$768K -$208K -2,723 -22%
OIA
166
OneDigital Investment Advisors
Kansas
$764K +$2.14K +28 +0.3%
MA
167
MONECO Advisors
Connecticut
$762K +$306 +4 +0%
AF
168
Advisornet Financial
Minnesota
$742K +$84.4K +1,104 +13%
AFG
169
Atomi Financial Group
New York
$723K -$294K -3,848 -30%
CSPIA
170
Cary Street Partners Investment Advisory
Virginia
$711K +$2.91K +38 +0.4%
BPA
171
Beacon Pointe Advisors
California
$676K +$10.6K +138 +2%
OC
172
Oppenheimer & Co
New York
$672K -$287K -3,749 -31%
OWP
173
Obermeyer Wealth Partners
Colorado
$665K – – –
TP
174
TritonPoint Partners
Maryland
$647K -$512K -6,695 -45%
CPA
175
Clear Point Advisors
New York
$617K +$594K +7,767 New