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JPMorgan Equity Focus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
26
Kingsview Wealth Management
Oregon
$7.38M +$1.17M +14,945 +19%
PAG
27
Private Advisor Group
New Jersey
$6.84M +$5.85M +74,554 +706%
EWP
28
Evergreen Wealth Partners
Montana
$6.54M +$6.38M +81,434 New
MW
29
MBL Wealth
North Carolina
$6.03M +$34.1K +435 +0.6%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$5.78M -$3.98M -50,797 -41%
CWM
31
Castle Wealth Management
Florida
$5.52M -$92.7K -1,182 -2%
IPA
32
Investment Planning Advisors
Georgia
$5.3M +$32.9K +420 +0.6%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$5.13M -$561K -7,153 -10%
CSP
34
Cary Street Partners
Virginia
$5.12M +$142K +1,816 +3%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$4.44M -$1.95M -24,828 -31%
DADC
36
D.A. Davidson & Co
Montana
$3.27M -$424K -5,408 -12%
FWA
37
Flagship Wealth Advisors
Massachusetts
$3.02M +$19.4K +248 +0.7%
DLCIG
38
D.L. Carlson Investment Group
New Hampshire
$2.99M +$35.4K +452 +1%
MA
39
Mutual Advisors
Nebraska
$2.84M -$121K -1,538 -4%
TFS
40
Thoroughbred Financial Services
Tennessee
$2.7M -$582K -7,422 -18%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$2.47M -$1.63M -20,747 -40%
HA
42
Herold Advisors
New York
$2.18M +$488K +6,223 +30%
EH
43
Equitable Holdings
New York
$1.87M -$660K -8,419 -27%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.76M -$589K -7,516 -26%
IP
45
Ignite Planners
California
$1.75M -$24.3K -310 -1%
CCA
46
Cora Capital Advisors
New Jersey
$1.72M +$350K +4,459 +26%
FTS
47
Fifth Third Securities
Ohio
$1.55M -$1.33M -16,973 -47%
FCFC
48
First Citizens Financial Corp
Iowa
$1.53M +$126K +1,610 +9%
Stifel Financial
49
Stifel Financial
Missouri
$1.49M -$1.44M -18,405 -50%
MWA
50
Medallion Wealth Advisors
Connecticut
$1.48M +$765K +9,758 +89%