We are live on ! Find out more
JMEE icon

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
$650M -$4.31M -87,462 -0.7%
LPL Financial
2
LPL Financial
California
$23.6M +$4.45M +90,205 +26%
SL
3
Systelligence LLC
Minnesota
$11.4M -$558K -11,306 -5%
WWMSC
4
Wagner Wealth Management (South Carolina)
South Carolina
$10.4M -$189K -3,824 -2%
DWP
5
Destiny Wealth Partners
Florida
$6.91M +$501K +10,146 +8%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.25M +$3.38M +68,542 +234%
LWM
7
Lakeridge Wealth Management
Ohio
$3.2M +$2.94M +59,507 New
ZIMP
8
Zimmermann Investment Management & Planning
Pennsylvania
$3.11M -$432K -8,756 -13%
CFD
9
Creative Financial Designs
Indiana
$3.08M +$2.83M +57,382 New
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$2.9M +$630K +12,768 +31%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.64M +$324K +6,570 +15%
AF
12
Advisornet Financial
Minnesota
$2.5M +$2.29M +46,478 New
LWL
13
Leo Wealth LLC
Texas
$2.34M +$2.04M +41,451 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.13M +$1.63M +33,126 +504%
Stifel Financial
15
Stifel Financial
Missouri
$2.1M -$78.2K -1,586 -4%
US Bancorp
16
US Bancorp
Minnesota
$1.86M +$11.8K +240 +0.7%
RT
17
Rockland Trust
Massachusetts
$1.72M -$2.76M -55,891 -64%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$1.72M -$276K -5,600 -15%
RWA
19
Redhawk Wealth Advisors
Minnesota
$1.63M +$601K +12,184 +67%
RA
20
Ruggaard & Associates
Ohio
$1.63M +$119K +2,404 +9%
EH
21
Equitable Holdings
New York
$1.41M +$157K +3,177 +14%
PWA
22
PCG Wealth Advisors
Kansas
$1.37M +$219K +4,442 +21%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.33M -$10.8K -218 -0.9%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$1.17M -$87.4K -1,771 -8%
PAG
25
Private Advisor Group
New Jersey
$952K +$55.6K +1,128 +7%