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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$150M +$1.81M +30,609 +1%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$56.7M +$12.4M +210,993 +28%
Morgan Stanley
3
Morgan Stanley
New York
$55.2M +$7.24M +122,753 +15%
AWM
4
Avior Wealth Management
Nebraska
$52.9M +$9.04M +153,269 +21%
JP Morgan Chase
5
JP Morgan Chase
New York
$50.1M +$7.85M +133,101 +19%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$48.1M +$46.3M +785,087 +2,965%
SC
7
Steph & Co
Wisconsin
$39.8M +$4.06M +68,799 +11%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$37.3M +$4.86M +82,420 +15%
UBS Group
9
UBS Group
Switzerland
$35.8M +$1.28M +21,653 +4%
WAM
10
WNY Asset Management
New York
$31.9M +$7.84M +132,964 +33%
RJA
11
Raymond James & Associates
Florida
$29.1M +$323K +5,482 +1%
Ameriprise
12
Ameriprise
Minnesota
$25M +$24.9M +421,993 New
KAS
13
Kestra Advisory Services
Texas
$19.7M +$1.54M +26,181 +9%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$18.6M +$2.37M +40,104 +15%
FWA
15
FSM Wealth Advisors
Ohio
$17.5M +$1.12M +19,037 +7%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$17M +$99.3K +1,684 +0.6%
CI Investments Inc
17
CI Investments Inc
Ontario, Canada
$16.5M +$1.53M +25,900 +10%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$15.7M +$3.64M +61,757 +30%
Osaic Holdings
19
Osaic Holdings
Arizona
$15.4M +$3.39M +57,479 +28%
CF
20
Convergence Financial
Missouri
$15.3M +$1.74M +29,421 +13%
AFA
21
Arlington Financial Advisors
California
$15.2M -$41.6K -705 -0.3%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$14.6M +$2.48M +42,107 +21%
DWP
23
Daymark Wealth Partners
Ohio
$14.4M -$1.02M -17,316 -7%
CA
24
Crumly & Associates
Illinois
$13.5M +$180K +3,046 +1%
SA
25
Sanctuary Advisors
Indiana
$13.4M +$13.5M +229,002 New