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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWMO
101
Heritage Wealth Management (Ohio)
Ohio
$602K +$14.2K +208 +2%
MFG
102
MTM Financial Group
Pennsylvania
$545K +$112K +1,642 +25%
EFG
103
Everest Financial Group
Minnesota
$528K -$216K -3,174 -29%
CWM
104
Cornerstone Wealth Management
Missouri
$505K +$56.2K +825 +12%
Bank of America
105
Bank of America
North Carolina
$487K -$39K -573 -7%
CPA
106
Capital Performance Advisors
California
$459K +$1.98K +29 +0.4%
AWM
107
Avaii Wealth Management
Wisconsin
$459K -$32.4K -476 -6%
Mariner
108
Mariner
Kansas
$442K +$451K +6,617 New
KF
109
Krilogy Financial
Missouri
$438K -$10K -147 -2%
P
110
&Partners
Tennessee
$435K -$742K -10,893 -63%
HighTower Advisors
111
HighTower Advisors
Illinois
$419K -$27K -397 -6%
CAM
112
Cozad Asset Management
Illinois
$415K +$35.3K +519 +9%
ASN
113
Advisory Services Network
Georgia
$396K +$48.5K +712 +14%
KPWS
114
Kestra Private Wealth Services
Texas
$390K -$18.7K -274 -4%
HAG
115
HighPoint Advisor Group
Illinois
$381K – – –
SWP
116
Stratos Wealth Partners
Ohio
$379K +$22.1K +325 +6%
SP
117
Sequent Planning
Nebraska
$378K +$4.63K +68 +1%
AssetMark Inc
118
AssetMark Inc
California
$374K +$382K +5,606 New
TWP
119
Triad Wealth Partners
Kansas
$366K -$7.63K -112 -2%
Creative Planning
120
Creative Planning
Kansas
$354K +$29.9K +439 +9%
SFAM
121
Sawyer Falduto Asset Management
Illinois
$349K – – –
SPIA
122
Steward Partners Investment Advisory
New York
$346K +$138K +2,030 +64%
LGG
123
Luts & Greenleigh Group
Maryland
$342K +$15.7K +231 +5%
BBHC
124
Brown Brothers Harriman & Co
New York
$339K – – –
DAS
125
Dynamic Advisor Solutions
Arizona
$332K +$5.52K +81 +2%