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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SL
151
Sentinus LLC
Illinois
$868K – – –
PTC
152
Private Trust Company
Ohio
$866K -$41.6K -561 -4%
KCIC
153
Kuhn & Co Investment Counsel
Illinois
$846K – – –
Procyon Advisors
154
Procyon Advisors
Connecticut
$824K +$415K +5,586 +95%
SWGC
155
Summit Wealth Group (Colorado)
Colorado
$823K -$16.3K -219 -2%
GWP
156
Gateway Wealth Partners
Wisconsin
$817K +$432K +5,817 +104%
MA
157
Mutual Advisors
Nebraska
$780K +$84K +1,132 +12%
MEAC
158
M.E. Allison & Co
Texas
$744K – – –
VAM
159
Verity Asset Management
North Carolina
$734K +$31.9K +430 +4%
OneDigital Investment Advisors
160
OneDigital Investment Advisors
Kansas
$688K +$9.57K +129 +1%
MA
161
MONECO Advisors
Connecticut
$688K +$21.5K +290 +3%
SFC
162
Strategic Financial Concepts
Texas
$657K +$214K +2,879 +46%
XTX Topco
163
XTX Topco
Cayman Islands
$645K +$667K +8,992 New
CSPIA
164
Cary Street Partners Investment Advisory
Virginia
$640K -$1.85K -25 -0.3%
Steward Partners Investment Advisory
165
Steward Partners Investment Advisory
New York
$634K +$224K +3,013 +52%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$633K +$655K +8,829 New
Signature Estate & Investment Advisors
167
Signature Estate & Investment Advisors
California
$621K -$2.82K -38 -0.4%
Beacon Pointe Advisors
168
Beacon Pointe Advisors
California
$601K +$622K +8,381 New
Obermeyer Wealth Partners
169
Obermeyer Wealth Partners
Colorado
$601K – – –
AF
170
Advisornet Financial
Minnesota
$591K +$85.2K +1,148 +16%
NL
171
NVWM LLC
Pennsylvania
$574K – – –
Apella Capital
172
Apella Capital
Connecticut
$556K +$546K +7,360 New
JWCA
173
J.W. Cole Advisors
Florida
$552K -$3.41K -46 -0.6%
FWP
174
Firethorn Wealth Partners
Georgia
$535K -$12.7K -171 -2%
FCG
175
Financial Connections Group
California
$528K – – –