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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
$622M +$594K +10,609 +0.1%
LPL Financial
2
LPL Financial
California
$117M +$12.7M +227,132 +13%
CAG
3
Crestwood Advisors Group
Massachusetts
$50.9M -$15.5M -276,508 -24%
GVAG
4
Great Valley Advisor Group
Delaware
$50.1M +$8.68M +155,064 +22%
SPWG
5
Syntegra Private Wealth Group
Missouri
$47.4M +$2.47M +44,133 +6%
Osaic Holdings
6
Osaic Holdings
Arizona
$34.6M +$2.82M +50,443 +9%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$34.3M +$3.95M +70,544 +14%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$27.5M +$1.15M +20,616 +5%
TWP
9
Total Wealth Planning
Ohio
$26.2M +$2.55M +45,531 +11%
Raymond James Financial
10
Raymond James Financial
Florida
$24.2M +$3.52M +62,937 +18%
WWMSC
11
Wagner Wealth Management (South Carolina)
South Carolina
$22.9M +$1.23M +22,020 +6%
CFS
12
CGC Financial Services
Oregon
$21.8M +$1.08M +19,374 +6%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$17.1M +$4.73M +84,545 +42%
ARG
14
Advisory Resource Group
Oklahoma
$17M +$2.83M +50,645 +21%
MFP
15
Meridian Financial Partners
Virginia
$16.9M +$1.29M +23,087 +9%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$15.3M +$2.13M +38,127 +17%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$12.5M +$2.06M +36,721 +21%
ACM
18
Alpha Capital Management
Texas
$11.7M -$390K -6,967 -3%
CWA
19
Choice Wealth Advisors
Maine
$9.27M +$148K +2,643 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$9.23M +$339K +6,063 +4%
BDFN
21
Bond & Devick Financial Network
Minnesota
$9.13M +$513K +9,167 +6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$8.3M +$889K +15,879 +13%
VCP
23
Verus Capital Partners
Arizona
$7.82M -$535K -9,560 -7%
SWM
24
Schwallier Wealth Management
Michigan
$7.13M +$1.4M +24,983 +26%
FZCM
25
Flynn Zito Capital Management
New York
$6.42M +$141K +2,525 +2%