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
$588M -$7.21M -120,586 -1%
LPL Financial
2
LPL Financial
California
$97.9M +$13.2M +221,099 +14%
CAG
3
Crestwood Advisors Group
Massachusetts
$63.6M +$67.9M +1,136,446 New
SPWG
4
Syntegra Private Wealth Group
Missouri
$42.3M -$3.83M -64,154 -8%
GVAG
5
Great Valley Advisor Group
Delaware
$38.7M +$41.3M +690,688 New
Osaic Holdings
6
Osaic Holdings
Arizona
$29.9M +$3.24M +54,159 +11%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$28.5M +$16.7M +278,712 +121%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$24.8M +$1.51M +25,205 +6%
TWP
9
Total Wealth Planning
Ohio
$22.2M +$3.67M +61,373 +18%
WWMSC
10
Wagner Wealth Management (South Carolina)
South Carolina
$20.5M +$1.77M +29,539 +9%
CFS
11
CGC Financial Services
Oregon
$19.6M +$478K +7,994 +2%
Raymond James Financial
12
Raymond James Financial
Florida
$19.4M +$11.1M +185,164 +115%
MFP
13
Meridian Financial Partners
Virginia
$14.7M +$15.7M +261,978 New
ARG
14
Advisory Resource Group
Oklahoma
$13.2M -$1.11M -18,564 -7%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$12.3M +$1.58M +26,453 +14%
ACM
16
Alpha Capital Management
Texas
$11.4M +$1.11M +18,586 +10%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$11.4M +$5.32M +88,966 +78%
SL
18
Systelligence LLC
Minnesota
$10.9M +$285K +4,760 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$9.76M +$2.13M +35,640 +26%
CWA
20
Choice Wealth Advisors
Maine
$8.62M +$334K +5,583 +4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8.39M +$1.28M +21,434 +17%
BDFN
22
Bond & Devick Financial Network
Minnesota
$8.12M +$4.91M +82,198 +131%
VCP
23
Verus Capital Partners
Arizona
$7.93M +$3.61M +60,312 +74%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$6.96M +$889K +14,880 +14%
FZCM
25
Flynn Zito Capital Management
New York
$5.92M -$721K -12,070 -10%