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JPMorgan Equity Focus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
101
Kayne Anderson Rudnick Investment Management
California
$52.9K
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$52K -$175K -2,432 -78%
PS
103
Principal Securities
Iowa
$42.3K
Wells Fargo
104
Wells Fargo
California
$40.5K +$39.3K +546 New
FNWA
105
Financial Network Wealth Advisors
Utah
$37.2K
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$35K
DPW
107
DiNuzzo Private Wealth
Pennsylvania
$20.2K
PB
108
Pinnacle Bancorp
Nebraska
$20K
Bank of America
109
Bank of America
North Carolina
$14.8K +$14.4K +200 New
HBW
110
Hazlett, Burt & Watson
West Virginia
$12K -$47.9K -665 -80%
RFP
111
Root Financial Partners
California
$11.4K +$11.1K +154 New
AWM
112
AE Wealth Management
Kansas
$4.95K
JFGIW
113
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.15K
ASN
114
Advisory Services Network
Georgia
$4.08K +$3.96K +55 New
Fidelity Investments
115
Fidelity Investments
Massachusetts
$3.04K
CSPIA
116
Cary Street Partners Investment Advisory
Virginia
$1.78K
RIA
117
Realta Investment Advisors
Delaware
$1.63K +$1.58K +22 New
BGWM
118
Bridge Generations Wealth Management
Florida
$964
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
-$22.6M -322,194 Closed
BFS
120
BridgePort Financial Solutions
Iowa
-$5.53M -78,776 Closed
FPCP
121
Fort Point Capital Partners
California
-$1.08M -15,387 Closed