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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$213K -$4.23K -89 -2%
PTC
27
Private Trust Company
Ohio
$160K +$138K +2,911 +1,040%
Wells Fargo
28
Wells Fargo
California
$150K +$49.3K +1,038 +53%
UBS Group
29
UBS Group
Switzerland
$135K -$71.8K -1,511 -36%
GJIA
30
Glass Jacobson Investment Advisors
Maryland
$105K +$99.8K +2,100 New
GRP
31
Global Retirement Partners
California
$82.8K
NA
32
NewEdge Advisors
Louisiana
$66.8K +$60.5K +1,273 +2,195%
DAC
33
Dividend Assets Capital
South Carolina
$66K
CFFP
34
Center for Financial Planning
Michigan
$61.3K
AWM
35
Activest Wealth Management
Florida
$60K +$56.9K +1,197 New
AWM
36
Aspire Wealth Management
Massachusetts
$39.6K +$37.5K +789 New
SIS
37
Strategic Investment Solutions
Illinois
$10K
PP
38
PrairieView Partners
Minnesota
$3K
Fidelity Investments
39
Fidelity Investments
Massachusetts
$2.16K -$285 -6 -12%
AAG
40
Armstrong Advisory Group
Massachusetts
$2.11K +$2K +42 New
SS
41
Sunbelt Securities
Texas
$2.06K
CAL
42
Capital Analysts LLC
Pennsylvania
$2K -$16.8K -353 -88%
SCA
43
Stonebridge Capital Advisors
Minnesota
$1.46K +$1.38K +29 New
ME
44
McIlrath & Eck
Washington
$752
IWM
45
IHT Wealth Management
Illinois
-$799K -16,669 Closed
Citadel Advisors
46
Citadel Advisors
Florida
-$241K -5,021 Closed
ASN
47
Advisory Services Network
Georgia
-$37.2K -775 Closed
Franklin Resources
48
Franklin Resources
California
-$5.51K -115 Closed