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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
$197M +$73.7M +1,040,489 +66%
LPL Financial
2
LPL Financial
California
$162M +$61.2M +863,987 +67%
JP Morgan Chase
3
JP Morgan Chase
New York
$80.8M +$4M +56,512 +6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$79.5M +$23.8M +335,833 +47%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$62.7M +$3.49M +49,361 +6%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$59.6M +$14.4M +203,012 +34%
CCWM
7
Correct Capital Wealth Management
Missouri
$59.2M +$4.72M +66,636 +9%
UBS Group
8
UBS Group
Switzerland
$55.9M +$44.4M +626,533 +535%
AT
9
American Trust
Kentucky
$52.3M +$49.2M +695,401 New
AWM
10
Avior Wealth Management
Nebraska
$52.2M +$19.2M +271,083 +64%
Ameriprise
11
Ameriprise
Minnesota
$49.2M +$46.4M +655,337 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$38.1M +$2.02M +28,575 +6%
BFA
13
Beaumont Financial Advisors
Massachusetts
$37.8M -$5.87M -82,987 -14%
SC
14
Steph & Co
Wisconsin
$35.4M -$1.48M -20,870 -4%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$27.7M +$2.75M +38,794 +12%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$26.8M +$14M +197,436 +124%
SFG
17
Sterling Financial Group
California
$26.5M +$149K +2,102 +0.6%
Bank of America
18
Bank of America
North Carolina
$24.9M +$15.9M +223,979 +209%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$24.2M +$11.2M +157,744 +96%
HIP
20
HUB Investment Partners
Texas
$20.4M +$18.5M +261,519 +2,488%
DWP
21
Daymark Wealth Partners
Ohio
$20.3M -$1.84M -26,054 -9%
ATC
22
Advantage Trust Company
Kansas
$20.3M +$445K +6,282 +2%
Mariner
23
Mariner
Kansas
$20M +$3.85M +54,384 +26%
GA
24
Goldstein Advisors
Wisconsin
$19.8M +$389K +5,498 +2%
VAS
25
Vestmark Advisory Solutions
Massachusetts
$18.4M +$895K +12,644 +5%