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JPMorgan US Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$589M +$28.7M +484,636 +5%
BTI
2
Blue Trust Inc
Georgia
$232M +$47.1M +794,569 +25%
EH
3
Equitable Holdings
New York
$52.5M +$5.47M +92,137 +11%
SPA
4
Shore Point Advisors
New Jersey
$29.1M -$184K -3,109 -0.6%
KFAA
5
Klaas Financial Asset Advisors
Illinois
$24.7M +$116K +1,961 +0.5%
JP Morgan Chase
6
JP Morgan Chase
New York
$15.5M +$10.1M +171,043 +181%
LPL Financial
7
LPL Financial
California
$14M +$1.34M +22,576 +10%
GM
8
GeoWealth Management
Illinois
$10.4M +$10.6M +178,333 New
AWA
9
ARQ Wealth Advisors
Arizona
$10.4M -$22.1K -373 -0.2%
VA
10
Vident Advisory
Georgia
$10.3M +$1.54M +25,979 +17%
IWC
11
Integrated Wealth Concepts
Massachusetts
$10.2M +$10M +168,780 +2,882%
NRW
12
Nova R Wealth
Kansas
$8.26M -$155K -2,613 -2%
CWM
13
Cornerstone Wealth Management
Missouri
$8.11M -$115K -1,942 -1%
CCP
14
Cassia Capital Partners
North Carolina
$8.1M -$125K -2,103 -1%
MCA
15
Magnolia Capital Advisors
Mississippi
$7.1M +$7.22M +121,776 New
SEIA
16
Signature Estate & Investment Advisors
California
$5.72M -$718K -12,106 -11%
SC
17
Savant Capital
Illinois
$5.63M -$358K -6,042 -6%
WWG
18
West Wealth Group
California
$4.95M +$5.04M +84,967 New
BCI
19
Brinker Capital Investments
Pennsylvania
$3.72M +$280K +4,722 +8%
OPS
20
Orion Portfolio Solutions
Nebraska
$3.72M +$280K +4,722 +8%
KCM
21
Kathmere Capital Management
Pennsylvania
$3.59M -$151K -2,542 -4%
HighTower Advisors
22
HighTower Advisors
Illinois
$3.45M +$53K +894 +2%
IB
23
Intrust Bank
Kansas
$3.21M -$111K -1,870 -3%
FTS
24
Fifth Third Securities
Ohio
$2.78M +$111K +1,867 +4%
DWA
25
Delos Wealth Advisors
Texas
$2.62M +$175K +2,943 +7%