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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
101
MTM Financial Group
Pennsylvania
$326K +$318K +5,142 New
BBHC
102
Brown Brothers Harriman & Co
New York
$322K +$58.3K +943 +23%
SP
103
Sequent Planning
Nebraska
$315K +$14.6K +237 +5%
PTC
104
Private Trust Company
Ohio
$311K -$22.1K -357 -7%
SMC
105
Smith, Moore & Co
Missouri
$307K -$1.42M -22,999 -83%
DAS
106
Dynamic Advisor Solutions
Arizona
$297K -$10.3K -166 -3%
LGG
107
Luts & Greenleigh Group
Maryland
$284K +$277K +4,476 New
MCM
108
MAI Capital Management
Ohio
$256K
NA
109
Nestegg Advisors
New York
$245K
SWP
110
Stratos Wealth Partners
Ohio
$238K +$21.7K +352 +10%
ST
111
Spinnaker Trust
Maine
$225K
SHIM
112
Stone House Investment Management
Pennsylvania
$225K +$18.7K +303 +9%
IF
113
Intrua Financial
Texas
$224K +$218K +3,528 New
AFP
114
Ausdal Financial Partners
Iowa
$222K +$216K +3,492 New
Morgan Stanley
115
Morgan Stanley
New York
$214K -$28.6K -463 -12%
GSIAS
116
Garden State Investment Advisory Services
New Jersey
$207K +$201K +3,261 New
BCG
117
Breakwater Capital Group
New Jersey
$206K +$201K +3,254 New
TCM
118
Triumph Capital Management
Colorado
$201K +$196K +3,170 New
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$148K +$145K +2,340 New
GJIA
120
Glass Jacobson Investment Advisors
Maryland
$133K
HBW
121
Hazlett, Burt & Watson
West Virginia
$111K -$9.27K -150 -8%
SPIA
122
Steward Partners Investment Advisory
New York
$99.8K +$9.45K +153 +11%
CFFP
123
Center for Financial Planning
Michigan
$77.6K
Comerica Bank
124
Comerica Bank
Texas
$65.5K -$680 -11 -1%
TWM
125
Tripletail Wealth Management
Florida
$59.2K +$57.2K +926 New