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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
$111M +$12.5M +187,922 +13%
LPL Financial
2
LPL Financial
California
$90.3M +$22.9M +346,056 +37%
JP Morgan Chase
3
JP Morgan Chase
New York
$71.6M +$8.52M +128,640 +14%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$55.2M +$4.73M +71,391 +10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$50.7M +$1.62M +24,441 +4%
CCWM
6
Correct Capital Wealth Management
Missouri
$50.6M -$625K -9,429 -1%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$41.4M +$5.76M +86,913 +17%
BFA
8
Beaumont Financial Advisors
Massachusetts
$41.1M +$5.65M +85,212 +17%
SC
9
Steph & Co
Wisconsin
$34.5M +$32.6M +491,699 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$33.5M +$3.69M +55,757 +13%
AWM
11
Avior Wealth Management
Nebraska
$29.8M +$13.6M +205,607 +94%
SFG
12
Sterling Financial Group
California
$24.6M -$361K -5,446 -2%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$22M +$21.8M +329,743 New
DWP
14
Daymark Wealth Partners
Ohio
$20.8M -$1.03M -15,556 -5%
ATC
15
Advantage Trust Company
Kansas
$18.5M +$19.7K +298 +0.1%
GA
16
Goldstein Advisors
Wisconsin
$18.1M -$827K -12,482 -5%
Truist Financial
17
Truist Financial
North Carolina
$17M -$315K -4,756 -2%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$16.3M -$901K -13,597 -6%
HighTower Advisors
19
HighTower Advisors
Illinois
$15.9M -$242K -3,651 -2%
OFS
20
Orrstown Financial Services
Pennsylvania
$15.3M +$13.1M +197,779 +975%
FAM
21
Frontier Asset Management
Wyoming
$15.1M +$2.24M +33,738 +19%
Osaic Holdings
22
Osaic Holdings
Arizona
$14.9M -$549K -8,289 -4%
Mariner
23
Mariner
Kansas
$14.9M +$1.8M +27,194 +15%
SWP
24
Stratos Wealth Partners
Ohio
$13.6M +$12.9M +194,220 New
SPG
25
Strategic Planning Group
Utah
$12.5M +$1.23M +18,574 +12%