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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$2.16M +$2.16M +38,161 New
CFGS
27
Concourse Financial Group Securities
Alabama
$1.87M +$694K +12,240 +59%
US Bancorp
28
US Bancorp
Minnesota
$1.83M
EH
29
Equitable Holdings
New York
$1.76M +$58.4K +1,031 +3%
ZIMP
30
Zimmermann Investment Management & Planning
Pennsylvania
$1.75M +$332K +5,865 +23%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$1.66M -$11.3K -200 -0.7%
RA
32
Ruggaard & Associates
Ohio
$1.59M +$24K +424 +2%
VWA
33
Visionary Wealth Advisors
Illinois
$1.48M +$762K +13,439 +105%
RWA
34
Redhawk Wealth Advisors
Minnesota
$1.34M -$536K -9,449 -29%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$1.31M +$1.13M +19,926 +628%
ATS
36
Ashton Thomas Securities
New York
$1.16M +$1.18M +20,839 New
RT
37
Rockland Trust
Massachusetts
$986K -$447K -7,887 -31%
PAG
38
Private Advisor Group
New Jersey
$963K +$55.6K +981 +6%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$938K +$550K +9,696 +141%
LWL
40
Leo Wealth LLC
Texas
$870K -$2.18M -38,533 -71%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$864K +$310K +5,469 +56%
FTS
42
Fifth Third Securities
Ohio
$854K +$855K +15,077 New
WTFG
43
Wells Trecaso Financial Group
Ohio
$828K +$174K +3,074 +27%
AWS
44
Atria Wealth Solutions
New York
$807K +$309K +5,457 +62%
MFG
45
Merit Financial Group
Georgia
$770K +$169K +2,977 +28%
BDFN
46
Bond & Devick Financial Network
Minnesota
$608K +$6.41K +113 +1%
CIA
47
Concurrent Investment Advisors
Florida
$594K -$69K -1,218 -10%
SWP
48
Summit Wealth Partners
Florida
$574K +$575K +10,142 New
Creative Planning
49
Creative Planning
Kansas
$562K -$39.1K -689 -6%
TFM
50
Trademark Financial Management
Minnesota
$519K -$127K -2,247 -20%