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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
151
Independent Advisor Alliance
North Carolina
– -$7.91M -130,880 Closed
Citigroup
152
Citigroup
New York
– -$7.56M -125,000 Closed
VAS
153
Valicenti Advisory Services
New York
– -$7.01M -115,864 Closed
CFGS
154
Concourse Financial Group Securities
Alabama
– -$3.1M -48,820 Closed
LWL
155
Leo Wealth LLC
Texas
– -$1.29M -21,399 Closed
SWM
156
SFG Wealth Management
Maryland
– -$614K -10,152 Closed
BA
157
Bluesphere Advisors
Pennsylvania
– -$608K -10,063 Closed
QC
158
Quadrature Capital
United Kingdom
– -$549K -9,085 Closed
ODG
159
O'Dell Group
Ohio
– -$465K -7,683 Closed
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
– -$414K -6,839 Closed
AAS
161
Ameritas Advisory Services
Nebraska
– -$349K -5,770 Closed
MWA
162
MN Wealth Advisors
Kansas
– -$336K -5,557 Closed
TPWA
163
Twin Peaks Wealth Advisors
California
– -$233K -3,854 Closed
ST
164
Spinnaker Trust
Maine
– -$215K -3,554 Closed
Qube Research & Technologies (QRT)
165
Qube Research & Technologies (QRT)
United Kingdom
– -$89.2K -1,475 Closed
CA
166
CoreCap Advisors
Michigan
– -$21.8K -361 Closed
HCA
167
Heck Capital Advisors
Wisconsin
– -$19.9K -329 Closed
AssetMark Inc
168
AssetMark Inc
California
– -$18K -297 Closed
AWM
169
Avior Wealth Management
Nebraska
– -$4.94K -81 Closed
FFA
170
Farther Finance Advisors
California
– -$3.85K -64 Closed
SWM
171
Spire Wealth Management
Virginia
– -$3.21K -53 Closed