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JPMorgan Active Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$85.3M +$78.7M +1,383,713 +10,500%
LPL Financial
2
LPL Financial
California
$57.4M +$24.1M +423,046 +82%
JP Morgan Chase
3
JP Morgan Chase
New York
$54.4M +$7.87M +138,334 +18%
CCWM
4
Correct Capital Wealth Management
Missouri
$44.6M +$41.6M +730,526 New
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$43.6M +$3.81M +66,946 +10%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$42.6M +$22.5M +395,070 +131%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$30.7M +$6.93M +121,769 +32%
BFA
8
Beaumont Financial Advisors
Massachusetts
$30.6M +$7.2M +126,546 +34%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$25.8M -$65.5K -1,151 -0.3%
SFG
10
Sterling Financial Group
California
$21.8M +$6.24M +109,584 +44%
DWP
11
Daymark Wealth Partners
Ohio
$19M +$338K +5,935 +2%
GA
12
Goldstein Advisors
Wisconsin
$16.5M +$537K +9,433 +4%
ATC
13
Advantage Trust Company
Kansas
$16.1M +$15M +263,061 New
Truist Financial
14
Truist Financial
North Carolina
$15.1M -$407K -7,159 -3%
VAS
15
Vestmark Advisory Solutions
Massachusetts
$15M +$1.03M +18,148 +8%
HighTower Advisors
16
HighTower Advisors
Illinois
$14.1M -$437K -7,682 -3%
GW
17
GW & Wade
Massachusetts
$14M +$8.13M +142,904 +167%
Osaic Holdings
18
Osaic Holdings
Arizona
$13.5M -$1.64M -28,795 -12%
AWM
19
Avior Wealth Management
Nebraska
$13.3M +$12.4M +218,522 New
Mariner
20
Mariner
Kansas
$11.3M +$1.61M +28,261 +18%
FAM
21
Frontier Asset Management
Wyoming
$11M -$56.2K -987 -0.5%
SPG
22
Strategic Planning Group
Utah
$9.71M +$9.04M +158,888 New
Stifel Financial
23
Stifel Financial
Missouri
$9.31M +$2.34M +41,102 +37%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$9.18M +$8.55M +150,323 New
WWMSC
25
Wagner Wealth Management (South Carolina)
South Carolina
$8.27M -$6.88K -121 -0.1%