We are live on ! Find out more
JAVA icon

JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stephens Inc
176
Stephens Inc
Arkansas
$475K +$7.42K +100 +2%
HIA
177
Harbor Investment Advisory
Maryland
$473K +$4.23K +57 +0.9%
TFS
178
Thoroughbred Financial Services
Tennessee
$469K +$47.6K +642 +11%
Farther Finance Advisors
179
Farther Finance Advisors
California
$469K -$32.4K -436 -6%
IHT Wealth Management
180
IHT Wealth Management
Illinois
$444K +$459K +6,187 New
Stratos Wealth Partners
181
Stratos Wealth Partners
Ohio
$443K -$8.76K -118 -2%
GWSA
182
Global Wealth Strategies & Associates
Colorado
$430K -$110K -1,485 -20%
EWA
183
Emergent Wealth Advisors
New York
$430K +$445K +5,990 New
SWM
184
SeaCrest Wealth Management
New York
$429K +$74 +1 +0%
AWM
185
Avaii Wealth Management
Wisconsin
$424K +$19.9K +268 +5%
Independent Financial Group
186
Independent Financial Group
California
$423K +$14.8K +200 +4%
AWM
187
Atticus Wealth Management
Florida
$419K -$21.3K -287 -5%
SNBOSCI
188
Security National Bank of Sioux City Iowa
Iowa
$407K +$421K +5,671 New
GM
189
GeoWealth Management
Illinois
$406K +$7.42K +100 +2%
Gotham Asset Management
190
Gotham Asset Management
New York
$406K +$420K +5,659 New
OHWP
191
Oak Harbor Wealth Partners
North Carolina
$396K +$52.5K +707 +15%
TCWM
192
Total Clarity Wealth Management
Illinois
$386K -$124K -1,666 -24%
Qube Research & Technologies (QRT)
193
Qube Research & Technologies (QRT)
United Kingdom
$386K +$175K +2,352 +78%
Creative Planning
194
Creative Planning
Kansas
$367K -$14.2K -192 -4%
VWA
195
Visionary Wealth Advisors
Illinois
$365K – – –
AQR Capital Management
196
AQR Capital Management
Connecticut
$349K +$144K +1,938 +66%
AFG
197
Albion Financial Group
Utah
$348K – – –
PGF
198
Plan Group Financial
Oklahoma
$340K -$1.26K -17 -0.4%
FPB
199
First PREMIER Bank
South Dakota
$339K – – –
WIM
200
Westside Investment Management
California
$333K – – –