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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$8.84M -$873K -13,637 -9%
FZCM
27
Flynn Zito Capital Management
New York
$8.43M +$277K +4,333 +3%
MFG
28
Macco Financial Group
Wisconsin
$8.39M +$8.34M +130,271 New
TWM
29
Tradition Wealth Management
Minnesota
$7.63M +$289K +4,521 +4%
CD
30
Capital Developers
North Carolina
$7.18M +$7.14M +111,485 New
SA
31
Stewardship Advisors
Pennsylvania
$6.83M +$2.02M +31,545 +42%
PAG
32
Private Advisor Group
New Jersey
$6.75M +$2.33M +36,434 +53%
WIM
33
WealthPlan Investment Management
Nebraska
$6.74M +$2.48M +38,745 +59%
SA
34
Scarborough Advisors
Maryland
$6.41M +$129K +2,012 +2%
KAS
35
Kestra Advisory Services
Texas
$6.38M +$403K +6,290 +7%
CFD
36
Creative Financial Designs
Indiana
$6.33M +$552K +8,631 +10%
Stifel Financial
37
Stifel Financial
Missouri
$6.25M +$756K +11,807 +14%
LPT
38
Legacy Private Trust
Wisconsin
$5.9M +$159K +2,481 +3%
LWM
39
Lakeridge Wealth Management
Ohio
$5.22M +$207K +3,235 +4%
DWP
40
Destiny Wealth Partners
Florida
$4.62M +$137K +2,135 +3%
MML Investors Services
41
MML Investors Services
Massachusetts
$4.23M +$2.85M +44,542 +210%
SWM
42
Schwallier Wealth Management
Michigan
$3.99M -$3.69M -57,716 -49%
AT
43
American Trust
Kentucky
$3.88M -$753K -11,764 -16%
EH
44
Equitable Holdings
New York
$3.56M +$64.1K +1,001 +2%
ATS
45
Ashton Thomas Securities
New York
$3.35M +$14K +218 +0.4%
ALA
46
Atlas Legacy Advisors
California
$3.32M +$270K +4,211 +9%
MWMDPGFG
47
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$3.32M +$3.3M +51,568 New
Baird Financial Group
48
Baird Financial Group
Wisconsin
$3.2M +$143K +2,228 +5%
CIA
49
Concurrent Investment Advisors
Florida
$3.05M +$695K +10,862 +30%
UBS Group
50
UBS Group
Switzerland
$3.03M -$61K -953 -2%