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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ALA
51
Atlas Legacy Advisors
California
$3.53M +$86.3K +1,268 +2%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$3.3M -$16.1K -237 -0.5%
UBS Group
53
UBS Group
Switzerland
$3.28M +$136K +1,994 +4%
AFG
54
Allegheny Financial Group
Pennsylvania
$3.16M +$2.28M +33,453 +241%
KWM
55
Kingsview Wealth Management
Oregon
$3.15M +$3.21M +47,187 New
PFPG
56
Pinnacle Financial Partners (Georgia)
Georgia
$3.01M +$80.1K +1,177 +3%
TCWM
57
Total Clarity Wealth Management
Illinois
$2.98M +$559K +8,206 +23%
Ameriprise
58
Ameriprise
Minnesota
$2.74M -$167K -2,456 -6%
FTS
59
Fifth Third Securities
Ohio
$2.72M -$41.5K -609 -1%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$2.64M +$759K +11,147 +39%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$2.63M -$386K -5,666 -13%
GCA
62
Greenwood Capital Associates
South Carolina
$2.44M +$261K +3,835 +12%
CWWM
63
Curry Webb Wealth Management
Indiana
$2.42M -$142K -2,083 -5%
CWA
64
Choice Wealth Advisors
Maine
$2.42M -$8.27M -121,406 -77%
Jane Street
65
Jane Street
New York
$2.21M +$1.13M +16,627 +101%
SWM
66
SilverOak Wealth Management
Minnesota
$2.02M +$703K +10,330 +52%
IWA
67
Integrity Wealth Advisors
California
$1.99M +$368K +5,399 +22%
FA
68
Fermata Advisors
California
$1.94M +$410K +6,027 +26%
US Bancorp
69
US Bancorp
Minnesota
$1.91M +$5.92K +87 +0.3%
AAS
70
Asset Allocation Strategies
Michigan
$1.87M +$485K +7,116 +34%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$1.86M +$110K +1,616 +6%
DWP
72
Daymark Wealth Partners
Ohio
$1.84M +$64.3K +945 +4%
AC
73
Avestar Capital
New York
$1.83M +$55.3K +812 +3%
RA
74
Ruggaard & Associates
Ohio
$1.82M -$90.6K -1,331 -5%
WA
75
WBH Advisory
Maryland
$1.76M +$55.8K +820 +3%