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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
$677M -$1.32M -20,672 -0.2%
LPL Financial
2
LPL Financial
California
$126M +$8.53M +133,225 +7%
CAG
3
Crestwood Advisors Group
Massachusetts
$64M +$3.75M +58,599 +6%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$61.7M +$33.7M +526,040 +122%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$42.5M +$7M +109,404 +20%
SPWG
6
Syntegra Private Wealth Group
Missouri
$39.8M -$12.8M -200,378 -24%
GVAG
7
Great Valley Advisor Group
Delaware
$34.7M -$20.3M -316,568 -37%
Osaic Holdings
8
Osaic Holdings
Arizona
$27.5M -$3.48M -54,406 -11%
WWMSC
9
Wagner Wealth Management (South Carolina)
South Carolina
$26.6M +$1.3M +20,246 +5%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$26.1M +$5.11M +79,805 +24%
Raymond James Financial
11
Raymond James Financial
Florida
$24.8M -$4.11M -64,171 -14%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$23.6M +$473K +7,383 +2%
MFP
13
Meridian Financial Partners
Virginia
$22.5M +$1.4M +21,794 +7%
CFS
14
CGC Financial Services
Oregon
$22M +$419K +6,543 +2%
SWM
15
SHP Wealth Management
Massachusetts
$20.5M +$20.4M +318,729 New
VCP
16
Verus Capital Partners
Arizona
$16.6M +$1.72M +26,873 +12%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$16.6M +$370K +5,785 +2%
ARG
18
Advisory Resource Group
Oklahoma
$15.8M +$89.5K +1,399 +0.6%
CAWM
19
Capital Advisors Wealth Management
Washington
$13.8M +$741K +11,582 +6%
ACM
20
Alpha Capital Management
Texas
$13.4M +$355K +5,553 +3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$13.2M +$381K +5,953 +3%
BDFN
22
Bond & Devick Financial Network
Minnesota
$11.5M +$721K +11,261 +7%
CWA
23
Choice Wealth Advisors
Maine
$10.1M +$12.5K +195 +0.1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$9.87M -$502K -7,838 -5%
RMS
25
Retirement Management Systems
Maryland
$9.41M +$9.36M +146,208 New