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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
$652M +$1.03M +17,497 +0.2%
LPL Financial
2
LPL Financial
California
$67.1M +$16.2M +276,849 +34%
SPWG
3
Syntegra Private Wealth Group
Missouri
$48.8M +$47M +800,677 New
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$21.1M +$7.31M +124,646 +56%
CFS
5
CGC Financial Services
Oregon
$19.9M +$394K +6,719 +2%
WWMSC
6
Wagner Wealth Management (South Carolina)
South Carolina
$19M +$1.35M +22,964 +8%
ARG
7
Advisory Resource Group
Oklahoma
$15M +$14.4M +245,317 New
Osaic Holdings
8
Osaic Holdings
Arizona
$13.2M +$2.09M +35,559 +20%
SL
9
Systelligence LLC
Minnesota
$12.5M +$519K +8,848 +4%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$11.4M +$1.95M +33,241 +22%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$9.52M +$4.07M +69,436 +80%
CWA
12
Choice Wealth Advisors
Maine
$9.11M +$253K +4,303 +3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$9.06M +$4.56M +77,656 +109%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$7.91M +$5.29M +90,220 +228%
FZCM
15
Flynn Zito Capital Management
New York
$6.95M +$19.8K +338 +0.3%
RWA
16
Redhawk Wealth Advisors
Minnesota
$6.03M +$4.42M +75,310 +319%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.45M +$4.27M +72,801 +440%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.88M +$2.09M +35,615 +80%
SA
19
Stewardship Advisors
Pennsylvania
$4.33M -$2.52M -42,990 -38%
CFD
20
Creative Financial Designs
Indiana
$4.28M +$414K +7,056 +11%
UBS Group
21
UBS Group
Switzerland
$3.99M +$3.51M +59,864 +1,061%
LWM
22
Lakeridge Wealth Management
Ohio
$3.88M +$89.6K +1,526 +2%
BDFN
23
Bond & Devick Financial Network
Minnesota
$3.83M +$3.06M +52,147 +486%
WMA
24
West Michigan Advisors
Michigan
$3.81M +$74.5K +1,270 +2%
Stifel Financial
25
Stifel Financial
Missouri
$3.73M +$483K +8,234 +16%