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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$518K +$154K +2,709 +42%
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$517K +$309K +5,457 +148%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$509K +$509K +8,981 New
NA
54
NewEdge Advisors
Louisiana
$502K +$501K +8,833 +24,536%
SWM
55
SFG Wealth Management
Maryland
$462K -$4.76K -84 -1%
ODG
56
O'Dell Group
Ohio
$417K
KPWS
57
Kestra Private Wealth Services
Texas
$380K +$98.5K +1,737 +35%
PTC
58
Private Trust Company
Ohio
$366K +$77.3K +1,364 +27%
UBS Group
59
UBS Group
Switzerland
$320K +$173K +3,055 +118%
MWA
60
MN Wealth Advisors
Kansas
$287K +$288K +5,073 New
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$280K +$280K +4,948 New
CWM
62
Cornerstone Wealth Management
Missouri
$234K +$234K +4,133 New
DAS
63
Dynamic Advisor Solutions
Arizona
$232K +$232K +4,096 New
NCM
64
Northwest Capital Management
Oregon
$222K
AG
65
Ascent Group
Virginia
$221K +$221K +3,906 New
BCG
66
Breakwater Capital Group
New Jersey
$213K
LI
67
LMCG Investments
Massachusetts
$205K
ST
68
Spinnaker Trust
Maine
$201K
GRP
69
Global Retirement Partners
California
$194K -$21.1K -372 -10%
Morgan Stanley
70
Morgan Stanley
New York
$142K -$714K -12,590 -83%
GJIA
71
Glass Jacobson Investment Advisors
Maryland
$119K
AWM
72
Aspire Wealth Management
Massachusetts
$112K -$1.42K -25 -1%
HBW
73
Hazlett, Burt & Watson
West Virginia
$99K +$43.1K +760 +76%
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$86.2K
CFFP
75
Center for Financial Planning
Michigan
$69.3K