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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFP
101
Freedom Financial Partners
Minnesota
$691K -$285K -3,891 -31%
Two Sigma Investments
102
Two Sigma Investments
New York
$663K +$623K +8,500 New
ASN
103
Advisory Services Network
Georgia
$660K +$185K +2,525 +43%
Morgan Stanley
104
Morgan Stanley
New York
$637K +$386K +5,260 +181%
SWM
105
Schwallier Wealth Management
Michigan
$620K -$3.52M -48,075 -86%
CWM
106
Cornerstone Wealth Management
Missouri
$617K +$25.7K +350 +5%
CAM
107
Cozad Asset Management
Illinois
$554K +$64.7K +882 +14%
SWP
108
Stratos Wealth Partners
Ohio
$545K +$96.5K +1,316 +23%
CPA
109
Capital Performance Advisors
California
$537K – – –
AWM
110
Avaii Wealth Management
Wisconsin
$536K – – –
ATIA
111
American Trust Investment Advisors
New Hampshire
$518K +$487K +6,640 New
SPIA
112
Steward Partners Investment Advisory
New York
$518K +$106K +1,451 +28%
HighTower Advisors
113
HighTower Advisors
Illinois
$501K +$11.1K +152 +2%
VT
114
Vise Technologies
New York
$501K -$241K -3,287 -34%
EFG
115
Everest Financial Group
Minnesota
$495K -$115K -1,575 -20%
SP
116
Sequent Planning
Nebraska
$476K +$32.2K +439 +8%
KF
117
Krilogy Financial
Missouri
$466K -$15K -204 -3%
SWM
118
SHP Wealth Management
Massachusetts
$465K -$23.2M -316,296 -98%
LIM
119
Leavell Investment Management
Alabama
$457K +$429K +5,858 New
HAG
120
HighPoint Advisor Group
Illinois
$457K +$10.3K +141 +2%
KPWS
121
Kestra Private Wealth Services
Texas
$455K -$880 -12 -0.2%
AssetMark Inc
122
AssetMark Inc
California
$454K +$15.8K +216 +4%
P
123
&Partners
Tennessee
$444K -$58.4K -797 -12%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$414K +$389K +5,308 New
SFAM
125
Sawyer Falduto Asset Management
Illinois
$407K – – –