We are live on ! Find out more
JAVA icon

JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
201
Truist Financial
North Carolina
$330K +$8.53K +115 +3%
AE Wealth Management
202
AE Wealth Management
Kansas
$327K +$24.4K +329 +8%
AWAP
203
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$318K +$13.6K +183 +4%
Waverly Advisors
204
Waverly Advisors
Alabama
$318K +$329K +4,429 New
SNBOSD
205
Security National Bank of So Dak
Iowa
$312K +$322K +4,343 New
Pathstone Holdings
206
Pathstone Holdings
New Jersey
$296K +$50.3K +678 +20%
EA
207
Eclectic Associates
California
$292K – – –
LGG
208
Luts & Greenleigh Group
Maryland
$278K +$18.5K +249 +7%
Citadel Advisors
209
Citadel Advisors
Florida
$276K -$488K -6,576 -63%
RIA
210
Regal Investment Advisors
Michigan
$267K +$276K +3,723 New
MA
211
MBA Advisors
Pennsylvania
$267K -$25.5K -344 -8%
Renaissance Technologies
212
Renaissance Technologies
New York
$258K -$542K -7,300 -67%
Summit Financial
213
Summit Financial
New Jersey
$254K +$263K +3,547 New
EFS
214
Essex Financial Services
Connecticut
$247K +$256K +3,445 New
PWP
215
Private Wealth Partners
California
$230K – – –
SG
216
StoneX Group
New York
$227K -$547K -7,366 -70%
AWMI
217
Aegis Wealth Management (Iowa)
Iowa
$224K +$19.2K +259 +9%
Apollon Wealth Management
218
Apollon Wealth Management
South Carolina
$222K – – –
Brinker Capital Investments
219
Brinker Capital Investments
Pennsylvania
$218K +$226K +3,044 New
CAWM
220
Capital Advisors Wealth Management
Washington
$215K +$519 +7 +0.2%
KFS
221
Kelly Financial Services
Massachusetts
$214K +$11K +148 +5%
Flow Traders U.S.
222
Flow Traders U.S.
New York
$214K +$222K +2,987 New
SP
223
Sequent Planning
Nebraska
$211K +$218K +2,935 New
SWRP
224
Summit Wealth & Retirement Planning
California
$209K -$20.1K -271 -9%
EAM
225
Empirical Asset Management
Massachusetts
$202K +$2.3K +31 +1%