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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
126
Brinker Capital Investments
Pennsylvania
$261K +$259K +4,052 New
MCM
127
MAI Capital Management
Ohio
$260K
NA
128
Nestegg Advisors
New York
$249K
IF
129
Intrua Financial
Texas
$231K +$4.16K +65 +2%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$230K -$3.4M -53,054 -94%
WP
131
WealthPLAN Partners
Nebraska
$229K +$228K +3,562 New
SHIM
132
Stone House Investment Management
Pennsylvania
$229K +$576 +9 +0.3%
ST
133
Spinnaker Trust
Maine
$229K
AFP
134
Ausdal Financial Partners
Iowa
$223K -$2.18K -34 -1%
BCG
135
Breakwater Capital Group
New Jersey
$222K +$12.5K +196 +6%
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$220K +$218K +3,412 New
GSIAS
137
Garden State Investment Advisory Services
New Jersey
$216K +$5.5K +86 +3%
SPIA
138
Steward Partners Investment Advisory
New York
$203K +$101K +1,580 +100%
Morgan Stanley
139
Morgan Stanley
New York
$185K -$32.6K -509 -15%
TCM
140
Triumph Capital Management
Colorado
$179K -$24.7K -386 -12%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$156K +$5.38K +84 +4%
GWM
142
Greenline Wealth Management
Florida
$145K +$144K +2,245 New
GJIA
143
Glass Jacobson Investment Advisors
Maryland
$135K
HBW
144
Hazlett, Burt & Watson
West Virginia
$112K
GAFA
145
Garton & Associates Financial Advisors
Kentucky
$89K +$88.5K +1,383 New
CFFP
146
Center for Financial Planning
Michigan
$78.7K
RFP
147
Root Financial Partners
California
$74.8K +$74.4K +1,162 New
Fidelity Investments
148
Fidelity Investments
Massachusetts
$49.5K +$20.5K +321 +72%
IA
149
IFP Advisors
Florida
$48.1K -$1.54K -24 -3%
GSWM
150
Golden State Wealth Management
California
$45.2K -$1.6K -25 -3%