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JPMorgan Equity Focus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
76
Kingswood Wealth Advisors
California
$333K -$121K -1,860 -28%
LPAM
77
Lodestar Private Asset Management
California
$322K -$220K -3,380 -42%
AA
78
Advisory Alpha
Michigan
$319K +$53.1K +815 +22%
RMC
79
Resources Management Corp
Connecticut
$306K +$284K +4,357 New
PCM
80
Parsons Capital Management
Rhode Island
$295K +$1.76K +27 +0.6%
Mariner
81
Mariner
Kansas
$292K -$6.64K -102 -2%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$285K +$21.4K +328 +9%
HI
83
Harbour Investments
Wisconsin
$282K -$39.5K -606 -13%
CLA
84
Carnegie Lake Advisors
New Jersey
$265K
KPWS
85
Kestra Private Wealth Services
Texas
$243K +$225K +3,459 New
GPW
86
Gentry Private Wealth
Kansas
$231K
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$220K -$51K -783 -20%
DJSG
88
D.J. St. Germain
Massachusetts
$199K
PTC
89
Private Trust Company
Ohio
$140K
3IP
90
3Chopt Investment Partners
Virginia
$132K +$67.2K +1,032 +122%
Comerica Bank
91
Comerica Bank
Texas
$131K +$4.04K +62 +3%
UBS Group
92
UBS Group
Switzerland
$83.4K -$17.5K -269 -18%
GRP
93
Global Retirement Partners
California
$73.4K +$68.1K +1,046 New
HBW
94
Hazlett, Burt & Watson
West Virginia
$58K +$6.84K +105 +15%
US Bancorp
95
US Bancorp
Minnesota
$56K
FFA
96
Farther Finance Advisors
California
$55.2K +$51.3K +787 New
Kayne Anderson Rudnick Investment Management
97
Kayne Anderson Rudnick Investment Management
California
$50.1K
PS
98
Principal Securities
Iowa
$40K
FNWA
99
Financial Network Wealth Advisors
Utah
$35.2K
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$33.2K +$30.8K +473 New