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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
26
Tradition Wealth Management
Minnesota
$5.82M +$527K +9,420 +11%
KAS
27
Kestra Advisory Services
Texas
$5.73M +$902K +16,107 +20%
FFP
28
Freedom Financial Partners
Minnesota
$5.52M +$213K +3,798 +4%
LPT
29
Legacy Private Trust
Wisconsin
$5.28M +$4.03M +71,979 +419%
SA
30
Scarborough Advisors
Maryland
$4.94M +$1.06M +18,962 +29%
CFD
31
Creative Financial Designs
Indiana
$4.81M -$207K -3,697 -4%
SL
32
Systelligence LLC
Minnesota
$4.75M -$6.39M -114,242 -59%
Stifel Financial
33
Stifel Financial
Missouri
$4.73M -$217K -3,880 -5%
LWM
34
Lakeridge Wealth Management
Ohio
$4.6M +$131K +2,338 +3%
AT
35
American Trust
Kentucky
$4.48M +$4.23M +75,645 New
SA
36
Stewardship Advisors
Pennsylvania
$4.39M +$39K +696 +0.9%
Citadel Advisors
37
Citadel Advisors
Florida
$4.09M +$452K +8,077 +13%
WMA
38
West Michigan Advisors
Michigan
$4.09M +$39.2K +701 +1%
PAG
39
Private Advisor Group
New Jersey
$4.08M +$2.65M +47,414 +221%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$3.78M -$197K -3,518 -5%
DWP
41
Destiny Wealth Partners
Florida
$3.77M +$82.1K +1,467 +2%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$3.37M -$1.61M -28,748 -34%
Ameriprise
43
Ameriprise
Minnesota
$3.34M -$206K -3,676 -6%
EH
44
Equitable Holdings
New York
$3.12M +$431K +7,697 +17%
UBS Group
45
UBS Group
Switzerland
$2.98M -$623K -11,126 -18%
AAS
46
Avantax Advisory Services
Texas
$2.95M +$886K +15,828 +47%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$2.75M -$110K -1,974 -4%
ALA
48
Atlas Legacy Advisors
California
$2.67M +$160K +2,862 +7%
FTS
49
Fifth Third Securities
Ohio
$2.44M +$337K +6,018 +17%
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$2.21M -$396K -7,081 -16%