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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$5.78M +$1.02M +17,084 +27%
SWM
27
Schwallier Wealth Management
Michigan
$5.35M +$5.71M +95,487 New
FFP
28
Freedom Financial Partners
Minnesota
$5.01M +$313K +5,230 +6%
TWM
29
Tradition Wealth Management
Minnesota
$4.97M +$5.31M +88,812 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$4.79M +$699K +11,697 +16%
CFD
31
Creative Financial Designs
Indiana
$4.75M +$373K +6,245 +8%
Stifel Financial
32
Stifel Financial
Missouri
$4.69M +$323K +5,405 +7%
LWM
33
Lakeridge Wealth Management
Ohio
$4.22M +$218K +3,644 +5%
SA
34
Stewardship Advisors
Pennsylvania
$4.11M +$140K +2,347 +3%
WMA
35
West Michigan Advisors
Michigan
$3.83M +$189K +3,165 +5%
FF
36
Fortitude Financial
Washington
$3.76M +$74.1K +1,240 +2%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$3.66M +$381K +6,378 +11%
SA
38
Scarborough Advisors
Maryland
$3.61M +$243K +4,064 +7%
DWP
39
Destiny Wealth Partners
Florida
$3.48M +$104K +1,736 +3%
UBS Group
40
UBS Group
Switzerland
$3.44M -$835K -13,971 -19%
Citadel Advisors
41
Citadel Advisors
Florida
$3.42M +$3.65M +61,021 New
Ameriprise
42
Ameriprise
Minnesota
$3.36M +$66.6K +1,114 +2%
Jane Street
43
Jane Street
New York
$3.3M -$152K -2,541 -4%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$2.71M +$2.89M +48,398 New
EH
45
Equitable Holdings
New York
$2.52M +$263K +4,394 +11%
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$2.48M +$66K +1,104 +3%
ALA
47
Atlas Legacy Advisors
California
$2.42M +$2.52M +42,159 New
PWA
48
PCG Wealth Advisors
Kansas
$2.36M -$241K -4,031 -9%
NL
49
NWAM LLC
Washington
$2.28M +$86.6K +1,448 +4%
MFG
50
Merit Financial Group
Georgia
$2.07M +$214K +3,582 +11%