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JPMorgan Equity Focus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
26
Davenport & Co
Virginia
$4.59M +$3.87M +57,885 +408%
CWM
27
Castle Wealth Management
Florida
$4.57M +$294K +4,386 +7%
SWM
28
SFG Wealth Management
Maryland
$4.13M -$723K -10,796 -14%
Truist Financial
29
Truist Financial
North Carolina
$4.11M -$76K -1,135 -2%
VAM
30
Vienna Asset Management
California
$3.82M +$1.41M +21,055 +54%
JP Morgan Chase
31
JP Morgan Chase
New York
$3.33M +$689K +10,300 +24%
DADC
32
D.A. Davidson & Co
Montana
$3.3M +$1.34M +20,080 +63%
KWM
33
Kingsview Wealth Management
Oregon
$3.25M +$926K +13,835 +37%
TFS
34
Thoroughbred Financial Services
Tennessee
$3.2M +$1.38M +20,561 +69%
CSP
35
Cary Street Partners
Virginia
$3.1M -$145K -2,162 -4%
GLA
36
Good Life Advisors
Pennsylvania
$3.04M +$1.94M +28,993 +155%
EH
37
Equitable Holdings
New York
$2.8M +$2M +29,853 +210%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.64M +$1.03M +15,446 +59%
MW
39
MBL Wealth
North Carolina
$2.48M +$748K +11,177 +40%
CAG
40
Crestwood Advisors Group
Massachusetts
$2.48M +$1.26M +18,806 +93%
FWA
41
Flagship Wealth Advisors
Massachusetts
$2.39M +$2.51M +37,519 New
Stifel Financial
42
Stifel Financial
Missouri
$2.33M +$78.3K +1,170 +3%
TSWM
43
Tyler-Stone Wealth Management
Ohio
$1.91M +$1.25M +18,654 +165%
Jane Street
44
Jane Street
New York
$1.88M -$66.8K -998 -3%
BFS
45
BridgePort Financial Solutions
Iowa
$1.61M +$619K +9,245 +58%
IP
46
Ignite Planners
California
$1.57M +$1.65M +24,636 New
EIA
47
Eldridge Investment Advisors
New Hampshire
$1.5M -$164K -2,452 -9%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$1.48M +$144K +2,157 +10%
CAL
49
Capital Advisors Ltd
Ohio
$1.05M +$166K +2,484 +18%
FPCP
50
Fort Point Capital Partners
California
$950K +$188K +2,805 +23%