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JPMorgan Active Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
201
Gotham Asset Management
New York
$1.03M
SA
202
Sovran Advisors
California
$999K +$40.2K +425 +4%
WF
203
Wayfinding Financial
Washington
$965K -$487K -5,149 -34%
FNBTCON
204
First National Bank & Trust Co of Newtown
Pennsylvania
$963K +$993K +10,502 New
BFWM
205
Bright Futures Wealth Management
New York
$958K +$919K +9,719 New
LWM
206
Lakeridge Wealth Management
Ohio
$950K +$56.8K +601 +7%
HNWAG
207
High Net Worth Advisory Group
Florida
$939K -$7.75K -82 -0.9%
BWMG
208
Barnes Wealth Management Group
California
$937K -$20.8K -220 -2%
EWP
209
Evergreen Wealth Partners
Montana
$934K +$172K +1,820 +24%
Lido Advisors
210
Lido Advisors
California
$932K
JWBC
211
John W. Brooker & Co
California
$923K -$242K -2,557 -21%
SA
212
Sanctuary Advisors
Indiana
$920K -$2.56M -27,042 -74%
OC
213
Oppenheimer & Co
New York
$909K +$137K +1,444 +19%
CIA
214
Concurrent Investment Advisors
Florida
$889K +$41.8K +442 +5%
LFAS
215
Level Four Advisory Services
Texas
$859K -$223K -2,353 -21%
Mercer Global Advisors
216
Mercer Global Advisors
Colorado
$858K +$367K +3,879 +80%
NWWA
217
New Wave Wealth Advisors
Arkansas
$848K -$1.2M -12,671 -60%
CWS
218
Confluence Wealth Services
Pennsylvania
$842K -$18.1K -191 -2%
PA
219
Procyon Advisors
Connecticut
$841K +$5.11K +54 +0.6%
VT
220
Vise Technologies
New York
$834K +$462K +4,881 +136%
WS
221
Wedbush Securities
California
$823K +$47.9K +506 +6%
EFS
222
Essex Financial Services
Connecticut
$795K +$284K +3,008 +60%
BPFA
223
Barnes Pettey Financial Advisors
Mississippi
$765K +$81.6K +863 +13%
AF
224
Advisornet Financial
Minnesota
$759K +$88.2K +933 +14%
SWM
225
SFG Wealth Management
Maryland
$736K +$258K +2,723 +57%