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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
$613M +$808 +17 +0%
LPL Financial
2
LPL Financial
California
$23.4M +$3.11M +65,365 +16%
RT
3
Rockland Trust
Massachusetts
$15M +$83.8K +1,764 +0.6%
WWMSC
4
Wagner Wealth Management (South Carolina)
South Carolina
$9.13M +$2.88M +60,502 +50%
DWP
5
Destiny Wealth Partners
Florida
$5.85M +$830K +17,471 +18%
ZIMP
6
Zimmermann Investment Management & Planning
Pennsylvania
$2.85M +$1.21M +25,520 +82%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$2.17M +$263K +5,529 +15%
Stifel Financial
8
Stifel Financial
Missouri
$2.05M -$336K -7,069 -15%
US Bancorp
9
US Bancorp
Minnesota
$1.72M
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.62M -$273K -5,743 -15%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$1.61M +$26.2K +551 +2%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$971K +$848K +17,851 +1,178%
Creative Planning
13
Creative Planning
Kansas
$953K -$84K -1,767 -9%
Osaic Holdings
14
Osaic Holdings
Arizona
$850K -$40.2K -845 -5%
RA
15
Ruggaard & Associates
Ohio
$742K +$198K +4,170 +39%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$640K +$9.41K +198 +2%
PWA
17
PCG Wealth Advisors
Kansas
$590K +$559K +11,765 New
CAN
18
Cetera Advisor Networks
California
$463K -$51.8K -1,090 -11%
WAG
19
Winthrop Advisory Group
Massachusetts
$421K
BDFN
20
Bond & Devick Financial Network
Minnesota
$343K +$21K +441 +7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$283K -$93.9K -1,975 -26%
PAG
22
Private Advisor Group
New Jersey
$272K +$258K +5,432 New
Bank of America
23
Bank of America
North Carolina
$256K -$11.8K -248 -5%
SWP
24
Stratos Wealth Partners
Ohio
$222K +$210K +4,426 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$220K +$209K +4,392 New