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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
101
World Investment Advisors
California
$328K -$15K -240 -4%
GCA
102
Greenwood Capital Associates
South Carolina
$327K +$338K +5,401 New
DAS
103
Dynamic Advisor Solutions
Arizona
$322K +$49.2K +785 +17%
GRP
104
Global Retirement Partners
California
$287K +$33.8K +540 +13%
MWM
105
Mascagni Wealth Management
Mississippi
$272K +$305K +4,861 New
PWM
106
Prosperity Wealth Management
California
$243K +$19.4K +309 +8%
BCG
107
Breakwater Capital Group
New Jersey
$242K +$14.1K +225 +6%
NA
108
Nestegg Advisors
New York
$242K +$242K +3,870 New
SP
109
Sequent Planning
Nebraska
$240K +$5.45K +87 +2%
NCM
110
Northwest Capital Management
Oregon
$237K
AWC
111
Adamsbrown Wealth Consultants
Kansas
$233K +$242K +3,857 New
TPWA
112
Twin Peaks Wealth Advisors
California
$233K +$241K +3,854 New
ST
113
Spinnaker Trust
Maine
$215K
Morgan Stanley
114
Morgan Stanley
New York
$151K
GJIA
115
Glass Jacobson Investment Advisors
Maryland
$127K
HBW
116
Hazlett, Burt & Watson
West Virginia
$109K
Comerica Bank
117
Comerica Bank
Texas
$99.7K +$14.4K +230 +16%
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
$93.4K
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$89.2K -$5.7K -91 -6%
CFFP
120
Center for Financial Planning
Michigan
$74K
GSWM
121
Golden State Wealth Management
California
$73.7K +$76.4K +1,219 New
AG
122
AmeriFlex Group
Nevada
$68.8K +$69K +1,101 New
IA
123
IFP Advisors
Florida
$57.6K +$14.7K +234 +33%
SPIA
124
Steward Partners Investment Advisory
New York
$48.3K +$20.6K +329 +70%
MCM
125
MAI Capital Management
Ohio
$46.7K +$48.4K +772 New