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
Baird Financial Group
51
Baird Financial Group
Wisconsin
$4.01M +$147K +2,012 +4%
TCWM
52
Total Clarity Wealth Management
Illinois
$3.78M +$279K +3,808 +9%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$3.62M +$502K +6,842 +17%
UBS Group
54
UBS Group
Switzerland
$3.62M -$199K -2,709 -6%
PFPG
55
Pinnacle Financial Partners (Georgia)
Georgia
$3.55M +$32.3K +440 +1%
GCA
56
Greenwood Capital Associates
South Carolina
$3.45M +$560K +7,645 +21%
AWM
57
Axxcess Wealth Management
California
$3.39M +$3.18M +43,432 New
Goldman Sachs
58
Goldman Sachs
New York
$3.27M +$3.07M +41,917 New
FTS
59
Fifth Third Securities
Ohio
$3.13M -$45.1K -615 -2%
Ameriprise
60
Ameriprise
Minnesota
$3.13M -$65.5K -894 -2%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$3.13M +$2.94M +40,052 New
CWWM
62
Curry Webb Wealth Management
Indiana
$3.11M +$267K +3,640 +10%
PS
63
Planning Strategies
Pennsylvania
$3.08M +$2.89M +39,448 New
SWM
64
SilverOak Wealth Management
Minnesota
$2.98M +$584K +7,965 +26%
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$2.76M -$307K -4,182 -11%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$2.53M +$407K +5,550 +20%
DWP
67
Daymark Wealth Partners
Ohio
$2.49M +$315K +4,304 +16%
CWA
68
Choice Wealth Advisors
Maine
$2.47M -$329K -4,486 -12%
WP
69
WealthPLAN Partners
Nebraska
$2.34M +$1.01M +13,752 +84%
AC
70
Avestar Capital
New York
$2.28M +$134K +1,825 +7%
AAS
71
Asset Allocation Strategies
Michigan
$2.27M +$79.4K +1,083 +4%
FA
72
Fermata Advisors
California
$2.24M -$29.5K -402 -1%
IA
73
IFG Advisory
Georgia
$2.19M +$2.05M +27,968 +27,153%
US Bancorp
74
US Bancorp
Minnesota
$2.1M -$128K -1,753 -6%
WA
75
WBH Advisory
Maryland
$2.07M +$25.1K +342 +1%