We are live on ! Find out more
JAVA icon

JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.53B +$87.4M +1,178,232 +6%
Dynasty Wealth Management
2
Dynasty Wealth Management
Florida
$588M +$254M +3,421,308 +72%
LPL Financial
3
LPL Financial
California
$480M +$31.5M +424,676 +7%
Sagespring Wealth Partners
4
Sagespring Wealth Partners
Tennessee
$342M +$42M +565,593 +13%
Ameriprise
5
Ameriprise
Minnesota
$197M +$7.82M +105,400 +4%
OpenArc Corporate Advisory
6
OpenArc Corporate Advisory
Georgia
$168M +$52.9M +713,134 +44%
Morgan Stanley
7
Morgan Stanley
New York
$134M +$5.68M +76,497 +4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$128M +$29.9M +403,101 +29%
Bank of America
9
Bank of America
North Carolina
$127M +$70.9M +955,074 +117%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$86.1M +$40.6M +546,593 +84%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$86.1M -$1.68M -22,646 -2%
Vestmark Advisory Solutions
12
Vestmark Advisory Solutions
Massachusetts
$78.8M +$35.1M +473,034 +76%
Avior Wealth Management
13
Avior Wealth Management
Nebraska
$70.2M -$3.15M -42,503 -4%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$69.9M -$4.6M -61,935 -6%
SC
15
Steph & Co
Wisconsin
$65.6M +$6.83M +92,072 +11%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$62.2M +$13.1M +175,995 +25%
OFS
17
Orrstown Financial Services
Pennsylvania
$60.9M +$2.52M +33,957 +4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$60.1M -$13M -175,331 -17%
Great Valley Advisor Group
19
Great Valley Advisor Group
Delaware
$56.7M +$1.39M +18,745 +2%
Kestra Advisory Services
20
Kestra Advisory Services
Texas
$44.2M +$1.55M +20,932 +4%
CI Investments Inc
21
CI Investments Inc
Ontario, Canada
$39.3M +$8.88M +119,600 +28%
Raymond James Financial
22
Raymond James Financial
Florida
$39M +$4.77M +64,282 +13%
FWA
23
FSM Wealth Advisors
Ohio
$37.7M +$3.97M +53,529 +11%
Mount Yale Investment Advisors
24
Mount Yale Investment Advisors
Colorado
$35.6M +$36.8M +495,706 New
IA
25
Intellus Advisors
Florida
$34.6M +$370K +4,989 +1%