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JPMorgan Equity Focus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
76
Essex Financial Services
Connecticut
$371K
DWM
77
Denver Wealth Management
Colorado
$365K
KPWS
78
Kestra Private Wealth Services
Texas
$348K +$29.2K +391 +9%
Morgan Stanley
79
Morgan Stanley
New York
$344K +$8.67K +116 +3%
PCM
80
Parsons Capital Management
Rhode Island
$334K +$20.3K +271 +6%
LPAM
81
Lodestar Private Asset Management
California
$326K -$11.4K -153 -3%
RMC
82
Resources Management Corp
Connecticut
$325K
Brown Advisory
83
Brown Advisory
Maryland
$317K
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$316K -$222K -2,971 -41%
NI
85
NCP Inc
California
$310K +$310K +4,154 New
Mariner
86
Mariner
Kansas
$309K +$9.49K +127 +3%
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$286K -$35.1K -470 -11%
AA
88
Advisory Alpha
Michigan
$279K +$11.8K +158 +4%
HI
89
Harbour Investments
Wisconsin
$272K -$17.3K -232 -6%
NS
90
Northland Securities
Minnesota
$253K +$254K +3,392 New
SG
91
StoneX Group
New York
$247K +$247K +3,302 New
GPW
92
Gentry Private Wealth
Kansas
$246K
GA
93
GoalVest Advisory
New York
$246K +$247K +3,299 New
KWA
94
Kingswood Wealth Advisors
California
$240K -$80.2K -1,073 -25%
IFG
95
Independent Financial Group
California
$220K +$16.8K +225 +8%
CIBC World Market
96
CIBC World Market
Ontario, Canada
$215K +$215K +2,874 New
HSA
97
HBK Sorce Advisory
Pennsylvania
$213K +$211K +2,818 New
CLA
98
Carnegie Lake Advisors
New Jersey
$213K -$24.7K -330 -10%
UBS Group
99
UBS Group
Switzerland
$156K -$258K -3,457 -62%
3IP
100
3Chopt Investment Partners
Virginia
$141K +$598 +8 +0.4%