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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
201
Westside Investment Management
California
$368K – – –
PGF
202
Plan Group Financial
Oklahoma
$365K -$10.2K -134 -3%
QCM
203
Quantinno Capital Management
New York
$360K +$346K +4,527 New
AWM
204
AE Wealth Management
Kansas
$357K -$4.59K -60 -1%
Fisher Asset Management
205
Fisher Asset Management
Washington
$346K +$334K +4,362 New
RIA
206
Regal Investment Advisors
Michigan
$332K +$35.4K +463 +12%
GM
207
GeoWealth Management
Illinois
$332K -$114K -1,485 -26%
Pathstone Holdings
208
Pathstone Holdings
New Jersey
$329K +$1.53K +20 +0.5%
AWAP
209
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$318K -$33.1K -433 -10%
AWM
210
Axxcess Wealth Management
California
$313K +$301K +3,940 New
LGG
211
Luts & Greenleigh Group
Maryland
$307K -$382 -5 -0.1%
SP
212
Sequent Planning
Nebraska
$305K +$68.9K +901 +31%
BCMLT
213
Beacon Capital Management LLC (Tennessee)
Tennessee
$300K +$289K +3,775 New
SF
214
Summit Financial
New Jersey
$293K +$11.2K +147 +4%
EA
215
Eclectic Associates
California
$288K -$33.9K -443 -11%
AI
216
Atria Investments
North Carolina
$285K -$1.33M -17,407 -83%
AWM
217
Apollon Wealth Management
South Carolina
$271K +$23.6K +309 +10%
SG
218
StoneX Group
New York
$270K +$18.5K +242 +8%
MA
219
MBA Advisors
Pennsylvania
$266K -$28.8K -376 -10%
HF
220
HRT Financial
New York
$264K +$255K +3,329 New
PWP
221
Private Wealth Partners
California
$254K – – –
CAWM
222
Capital Advisors Wealth Management
Washington
$239K +$1.83K +24 +0.8%
GWP
223
Gateway Wealth Partners
Wisconsin
$239K -$641K -8,376 -74%
KFS
224
Kelly Financial Services
Massachusetts
$237K +$229 +3 +0.1%
SWRP
225
Summit Wealth & Retirement Planning
California
$231K – – –