We are live on ! Find out more
JMEE icon

JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDFN
26
Bond & Devick Financial Network
Minnesota
$387K +$58.5K +1,159 +17%
SWM
27
SFG Wealth Management
Maryland
$373K +$389K +7,707 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$319K +$47.2K +934 +17%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$293K +$83.7K +1,657 +38%
WAG
30
Winthrop Advisory Group
Massachusetts
$262K -$151K -2,991 -36%
Bank of America
31
Bank of America
North Carolina
$255K +$8.33K +165 +3%
UBS Group
32
UBS Group
Switzerland
$210K +$83K +1,644 +61%
SWP
33
Stratos Wealth Partners
Ohio
$207K -$8.08K -160 -4%
Morgan Stanley
34
Morgan Stanley
New York
$205K
PTC
35
Private Trust Company
Ohio
$194K +$41.3K +817 +26%
GJIA
36
Glass Jacobson Investment Advisors
Maryland
$102K
GRP
37
Global Retirement Partners
California
$78.1K
NA
38
NewEdge Advisors
Louisiana
$64.5K
DAC
39
Dividend Assets Capital
South Carolina
$63K
Wells Fargo
40
Wells Fargo
California
$59.8K -$88.8K -1,758 -59%
AWM
41
Aspire Wealth Management
Massachusetts
$59.3K +$22K +435 +55%
CFFP
42
Center for Financial Planning
Michigan
$59.3K
Comerica Bank
43
Comerica Bank
Texas
$41.6K +$43.4K +859 New
HGERS
44
Householder Group Estate & Retirement Specialist
Arizona
$32.4K +$33.7K +668 New
SIS
45
Sound Income Strategies
Florida
$4.75K +$4.95K +98 New
FMII
46
Farmers & Merchants Investments Inc
Nebraska
$2.59K +$2.68K +53 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$2.08K
CAL
48
Capital Analysts LLC
Pennsylvania
$2K
PP
49
PrairieView Partners
Minnesota
$2K
SS
50
Sunbelt Securities
Texas
$1.99K