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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
76
Rooted Wealth Advisors
Illinois
$793K +$88.2K +1,476 +10%
BEI
77
Benjamin Edwards Inc
Missouri
$761K -$390K -6,532 -32%
Envestnet Portfolio Solutions
78
Envestnet Portfolio Solutions
Illinois
$733K +$80.8K +1,351 +12%
CAM
79
Cozad Asset Management
Illinois
$647K -$75K -1,254 -10%
AWS
80
Atria Wealth Solutions
New York
$643K -$252K -4,217 -27%
P
81
&Partners
Tennessee
$635K +$681K +11,389 New
SWP
82
Summit Wealth Partners
Florida
$628K -$28.9K -483 -4%
IA
83
IFG Advisory
Georgia
$603K +$31.8K +532 +5%
RT
84
Rockland Trust
Massachusetts
$572K -$74.3K -1,243 -11%
NA
85
NewEdge Advisors
Louisiana
$558K -$68.3K -1,143 -10%
TWP
86
Triad Wealth Partners
Kansas
$546K -$744K -12,441 -56%
WWM
87
Western Wealth Management
Colorado
$543K +$63.2K +1,058 +12%
MA
88
Modus Advisors
Minnesota
$523K +$34K +569 +6%
D.E. Shaw & Co
89
D.E. Shaw & Co
New York
$510K
PFG
90
PAX Financial Group
Texas
$489K +$95.7K +1,601 +22%
AWA
91
Arete Wealth Advisors
Illinois
$489K -$35.3K -591 -6%
BW
92
Balance Wealth
Ohio
$472K +$504K +8,425 New
MOS
93
MGO One Seven
Ohio
$445K -$475K -7,950 -50%
MML Investors Services
94
MML Investors Services
Massachusetts
$419K +$31.8K +532 +8%
HighTower Advisors
95
HighTower Advisors
Illinois
$403K -$11.9K -199 -3%
TFS
96
Thoroughbred Financial Services
Tennessee
$398K +$425K +7,112 New
Creative Planning
97
Creative Planning
Kansas
$385K -$149K -2,497 -27%
EFG
98
Elios Financial Group
Ohio
$365K -$16.5K -276 -4%
SFC
99
Strategic Financial Concepts
Texas
$359K +$51.7K +865 +16%
CWM
100
Cornerstone Wealth Management
Missouri
$334K -$53.3K -892 -13%