We are live on ! Find out more
JAVA icon

JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
201
Root Financial Partners
California
$55.7K +$54.2K +808 New
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$50.8K – – –
LFA
203
LGT Financial Advisors
Texas
$48.2K -$16.8K -250 -26%
Spire Wealth Management
204
Spire Wealth Management
Virginia
$27.3K +$738 +11 +3%
FGAM
205
Financial Gravity Asset Management
Texas
$23K +$22.4K +334 New
MHR
206
Matthew Hamilton Rosenberg
$21.4K – – –
Allworth Financial
207
Allworth Financial
California
$20.5K +$19.9K +297 New
TSMHT
208
Thurston Springer Miller Herd & Titak
Indiana
$19.1K -$1.72M -25,600 -99%
Farmers & Merchants Investments Inc
209
Farmers & Merchants Investments Inc
Nebraska
$16.5K – – –
Cary Street Partners
210
Cary Street Partners
Virginia
$16.3K -$106K -1,576 -87%
NS
211
NBC Securities
Alabama
$14.9K +$14.5K +216 New
CoreCap Advisors
212
CoreCap Advisors
Michigan
$11.2K +$10.9K +163 New
WP
213
WealthShield Partners
North Carolina
$11K – – –
SignatureFD
214
SignatureFD
Georgia
$9.65K – – –
RF
215
Rossby Financial
Florida
$8.44K – – –
CFP
216
Comprehensive Financial Planning
Pennsylvania
$6.57K – – –
SIS
217
Sound Income Strategies
Florida
$4.33K – – –
SBI Securities
218
SBI Securities
Japan
$3.72K -$67 -1 -2%
AssetMark Inc
219
AssetMark Inc
California
$2.69K – – –
Clearstead Advisors
220
Clearstead Advisors
Ohio
$2.45K +$67 +1 +3%
DJSG
221
D.J. St. Germain
Massachusetts
$2.14K +$2.08K +31 New
FAIM
222
Financial Advocates Investment Management
Washington
– -$2.98M -45,433 Closed
Citadel Advisors
223
Citadel Advisors
Florida
– -$1.98M -29,559 Closed
SPG
224
Strategic Planning Group
Utah
– -$1.7M -26,010 Closed
SWGC
225
Summit Wealth Group (Colorado)
Colorado
– -$766K -11,688 Closed