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
FZCM
26
Flynn Zito Capital Management
New York
$8.03M +$1.13M +18,306 +17%
SWM
27
Schwallier Wealth Management
Michigan
$7.41M -$221K -3,575 -3%
TWM
28
Tradition Wealth Management
Minnesota
$7.23M +$973K +15,758 +16%
SA
29
Scarborough Advisors
Maryland
$6.19M +$869K +14,060 +17%
KAS
30
Kestra Advisory Services
Texas
$5.89M -$246K -3,975 -4%
CFD
31
Creative Financial Designs
Indiana
$5.69M +$520K +8,418 +10%
LPT
32
Legacy Private Trust
Wisconsin
$5.65M -$3.65K -59 -0.1%
Stifel Financial
33
Stifel Financial
Missouri
$5.41M +$334K +5,399 +7%
LWM
34
Lakeridge Wealth Management
Ohio
$4.94M +$10.3K +166 +0.2%
SA
35
Stewardship Advisors
Pennsylvania
$4.73M +$29.8K +483 +0.7%
AT
36
American Trust
Kentucky
$4.57M -$223K -3,610 -5%
PAG
37
Private Advisor Group
New Jersey
$4.34M -$25.8K -418 -0.6%
WIM
38
WealthPlan Investment Management
Nebraska
$4.18M +$3.34M +54,050 +455%
DWP
39
Destiny Wealth Partners
Florida
$4.17M +$128K +2,066 +3%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$3.59M -$13.5K -219 -0.4%
EH
41
Equitable Holdings
New York
$3.45M +$101K +1,630 +3%
ATS
42
Ashton Thomas Securities
New York
$3.28M +$1.42M +22,935 +80%
Ameriprise
43
Ameriprise
Minnesota
$3.16M -$403K -6,529 -12%
UBS Group
44
UBS Group
Switzerland
$3.05M -$134K -2,177 -4%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$3.01M +$61.5K +995 +2%
ALA
46
Atlas Legacy Advisors
California
$3.01M +$147K +2,387 +5%
FTS
47
Fifth Third Securities
Ohio
$2.79M +$173K +2,798 +7%
PWA
48
PCG Wealth Advisors
Kansas
$2.55M +$2.48M +40,155 New
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$2.48M +$104K +1,688 +5%
FFP
50
Freedom Financial Partners
Minnesota
$2.41M -$3.42M -55,324 -59%