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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$562M -$28M -574,682 -4%
Stifel Financial
2
Stifel Financial
Missouri
$17.3M -$769K -15,776 -4%
LPL Financial
3
LPL Financial
California
$16M +$3.49M +71,712 +25%
RT
4
Rockland Trust
Massachusetts
$14.2M +$15.6M +320,295 New
Citadel Advisors
5
Citadel Advisors
Florida
$2.24M +$106K +2,177 +5%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$2M -$3.36K -69 -0.2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.69M +$641K +13,153 +53%
US Bancorp
8
US Bancorp
Minnesota
$1.43M -$584K -11,993 -27%
Creative Planning
9
Creative Planning
Kansas
$867K
Osaic Holdings
10
Osaic Holdings
Arizona
$757K +$66K +1,354 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$756K -$65.8K -1,350 -7%
CAN
12
Cetera Advisor Networks
California
$520K +$25.1K +515 +5%
WWMSC
13
Wagner Wealth Management (South Carolina)
South Carolina
$517K +$567K +11,641 New
TCWM
14
Total Clarity Wealth Management
Illinois
$435K +$9.99K +205 +2%
PAG
15
Private Advisor Group
New Jersey
$398K +$828 +17 +0.2%
UBS Group
16
UBS Group
Switzerland
$327K -$89.9K -1,844 -20%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$317K -$25.6K -526 -7%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$245K +$32.4K +664 +14%
Morgan Stanley
19
Morgan Stanley
New York
$232K -$181K -3,719 -42%
Bank of America
20
Bank of America
North Carolina
$227K -$238K -4,878 -49%
Wells Fargo
21
Wells Fargo
California
$141K -$93.7K -1,922 -38%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$67K +$73.9K +1,516 New
CFFP
23
Center for Financial Planning
Michigan
$54K
DAC
24
Dividend Assets Capital
South Carolina
$46K +$50.2K +1,031 New
HGERS
25
Householder Group Estate & Retirement Specialist
Arizona
$27K +$30.5K +626 New