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JPMorgan Equity Focus ETF
JPEF

Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$762K +$728K +12,214 New
TFS
27
Thoroughbred Financial Services
Tennessee
$761K +$216K +3,625 +42%
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$727K +$683K +11,453 New
Citadel Advisors
29
Citadel Advisors
Florida
$702K +$671K +11,252 New
CWM
30
Castle Wealth Management
Florida
$526K +$503K +8,431 New
RJT
31
Raymond James Trust
Florida
$497K +$220K +3,683 +86%
PAG
32
Private Advisor Group
New Jersey
$396K +$45.4K +761 +14%
EH
33
Equitable Holdings
New York
$381K +$38K +637 +12%
FPCP
34
Fort Point Capital Partners
California
$374K +$358K +6,005 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$316K +$43.5K +729 +17%
DWM
36
Denver Wealth Management
Colorado
$276K – – –
IGWM
37
ICA Group Wealth Management
Colorado
$274K +$56.4K +946 +27%
DC
38
Davenport & Co
Virginia
$256K +$245K +4,101 New
TRCT
39
Tower Research Capital (TRC)
New York
$238K +$227K +3,810 New
GPW
40
Gentry Private Wealth
Kansas
$206K +$197K +3,299 New
CAWM
41
Capital Advisors Wealth Management
Washington
$205K +$196K +3,291 New
AA
42
Advisory Alpha
Michigan
$204K +$195K +3,271 New
TVAMP
43
Tennessee Valley Asset Management Partners
Tennessee
$201K +$192K +3,224 New
DJSG
44
D.J. St. Germain
Massachusetts
$177K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$161K +$149K +2,495 +3,006%
SPIA
46
Steward Partners Investment Advisory
New York
$89.7K +$85.8K +1,439 New
CAL
47
Capital Advisors Ltd
Ohio
$58K – – –
US Bancorp
48
US Bancorp
Minnesota
$49.5K – – –
PS
49
Principal Securities
Iowa
$35.6K – – –
FNWA
50
Financial Network Wealth Advisors
Utah
$31.3K +$29.9K +502 New
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