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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
Avestar Capital
New York
$1.85M +$1.92M +30,596 New
RA
52
Ruggaard & Associates
Ohio
$1.79M -$39.3K -627 -2%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$1.74M +$485K +7,737 +37%
US Bancorp
54
US Bancorp
Minnesota
$1.67M -$295K -4,702 -15%
AAS
55
Asset Allocation Strategies
Michigan
$1.52M +$257K +4,097 +20%
FA
56
Fermata Advisors
California
$1.48M +$1.53M +24,469 New
AAS
57
Avantax Advisory Services
Texas
$1.41M +$1.47M +23,392 New
FTS
58
Fifth Third Securities
Ohio
$1.37M +$456K +7,274 +47%
VWA
59
Visionary Wealth Advisors
Illinois
$1.34M +$37.7K +601 +3%
TWP
60
Triad Wealth Partners
Kansas
$1.34M -$1.44M -23,026 -51%
LWL
61
Leo Wealth LLC
Texas
$1.29M +$273K +4,352 +26%
BEI
62
Benjamin Edwards Inc
Missouri
$1.22M -$141K -2,250 -10%
SMC
63
Smith, Moore & Co
Missouri
$1.2M +$1.24M +19,848 New
WTFG
64
Wells Trecaso Financial Group
Ohio
$1.15M +$176K +2,805 +17%
TCM
65
Triumph Capital Management
Colorado
$1.08M +$139K +2,222 +14%
PAG
66
Private Advisor Group
New Jersey
$1.07M +$80.6K +1,286 +8%
MOS
67
MGO One Seven
Ohio
$961K -$752 -12 -0.1%
AWS
68
Atria Wealth Solutions
New York
$950K +$83.9K +1,340 +9%
TCWM
69
Total Clarity Wealth Management
Illinois
$902K +$935K +14,924 New
OHWP
70
Oak Harbor Wealth Partners
North Carolina
$896K +$929K +14,822 New
RWA
71
Rooted Wealth Advisors
Illinois
$855K +$88.2K +1,408 +11%
CIA
72
Concurrent Investment Advisors
Florida
$807K +$203K +3,237 +32%
CAM
73
Cozad Asset Management
Illinois
$775K +$217K +3,457 +37%
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$710K +$80.1K +1,278 +12%
SWP
75
Summit Wealth Partners
Florida
$707K -$44.7K -713 -6%