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
P
76
&Partners
Tennessee
$731K +$44.4K +793 +7%
WIM
77
WealthPlan Investment Management
Nebraska
$703K +$665K +11,876 New
SWP
78
Summit Wealth Partners
Florida
$699K +$33.1K +591 +5%
IA
79
IFG Advisory
Georgia
$695K +$53.9K +963 +9%
NL
80
NWAM LLC
Washington
$641K -$1.68M -30,020 -74%
WWM
81
Western Wealth Management
Colorado
$623K +$45.9K +820 +8%
RT
82
Rockland Trust
Massachusetts
$576K -$26.9K -481 -5%
AWA
83
Arete Wealth Advisors
Illinois
$526K +$8.45K +151 +2%
HAP
84
Harbor Asset Planning
Massachusetts
$518K +$490K +8,746 New
PFG
85
PAX Financial Group
Texas
$517K -$56 -1 -0%
MML Investors Services
86
MML Investors Services
Massachusetts
$501K +$54.7K +977 +13%
CAM
87
Cozad Asset Management
Illinois
$487K -$186K -3,330 -29%
MOS
88
MGO One Seven
Ohio
$479K +$7.44K +133 +2%
NA
89
NewEdge Advisors
Louisiana
$464K -$118K -2,115 -21%
EFG
90
Elios Financial Group
Ohio
$447K +$57.4K +1,026 +16%
AWM
91
Avaii Wealth Management
Wisconsin
$431K +$408K +7,283 New
Creative Planning
92
Creative Planning
Kansas
$411K +$3.02K +54 +0.8%
TWP
93
Triad Wealth Partners
Kansas
$372K -$194K -3,458 -35%
HighTower Advisors
94
HighTower Advisors
Illinois
$362K -$60.2K -1,075 -15%
CWM
95
Cornerstone Wealth Management
Missouri
$353K
HWMO
96
Heritage Wealth Management (Ohio)
Ohio
$329K +$87.4K +1,561 +39%
PWM
97
Prosperity Wealth Management
California
$328K -$17.4K -310 -5%
WIA
98
World Investment Advisors
California
$326K -$3.97K -71 -1%
PTC
99
Private Trust Company
Ohio
$312K -$13.8K -247 -4%
CAWM
100
Capital Advisors Wealth Management
Washington
$304K +$41K +733 +17%