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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
201
MBA Advisors
Pennsylvania
$292K
EA
202
Eclectic Associates
California
$292K +$285K +4,065 New
CIBC World Market
203
CIBC World Market
Ontario, Canada
$260K +$254K +3,625 New
LGG
204
Luts & Greenleigh Group
Maryland
$260K +$50.5K +720 +25%
Pathstone Holdings
205
Pathstone Holdings
New Jersey
$247K +$242K +3,447 New
PWP
206
Private Wealth Partners
California
$230K -$175K -2,500 -44%
SWRP
207
Summit Wealth & Retirement Planning
California
$228K
AWM
208
Apollon Wealth Management
South Carolina
$222K
Qube Research & Technologies (QRT)
209
Qube Research & Technologies (QRT)
United Kingdom
$217K +$114K +1,625 +116%
CAWM
210
Capital Advisors Wealth Management
Washington
$214K -$29.3K -418 -12%
AQR Capital Management
211
AQR Capital Management
Connecticut
$210K +$205K +2,927 New
AWMI
212
Aegis Wealth Management (Iowa)
Iowa
$206K +$201K +2,867 New
KFS
213
Kelly Financial Services
Massachusetts
$204K +$199K +2,839 New
CWM
214
Cornerstone Wealth Management
Missouri
$201K +$197K +2,803 New
SVWG
215
Shared Vision Wealth Group
United States
$201K -$20.3K -290 -10%
EAM
216
Empirical Asset Management
Massachusetts
$200K +$196K +2,791 New
WTC
217
WhitTier Trust Company
Nevada
$165K +$12.2K +174 +9%
PA
218
Parallel Advisors
California
$132K
TCM
219
Triumph Capital Management
Colorado
$129K +$126K +1,803 New
ACA
220
Aptus Capital Advisors
Alabama
$109K -$1.68K -24 -2%
PB
221
Pinnacle Bancorp
Nebraska
$103K
RMP
222
Richards, Merrill & Peterson
Washington
$72.7K +$71.1K +1,014 New
RFP
223
Root Financial Partners
California
$57.4K -$561 -8 -1%
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
$52.9K
LFA
225
LGT Financial Advisors
Texas
$49.3K -$772 -11 -2%