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JPMorgan Equity Focus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$138M -$21.9M -294,014 -13%
APP
2
Avantax Planning Partners
Iowa
$128M +$133M +1,787,833 New
LPL Financial
3
LPL Financial
California
$94.5M +$8.31M +111,511 +9%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$77.2M +$39M +523,563 +95%
MML Investors Services
5
MML Investors Services
Massachusetts
$48.3M -$14.9M -199,853 -23%
Morgan Stanley
6
Morgan Stanley
New York
$43.1M +$44.4M +595,736 +12,937%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$39.9M +$1.96M +26,278 +5%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$36.2M +$333K +4,466 +0.9%
Osaic Holdings
9
Osaic Holdings
Arizona
$32.4M -$5.09M -68,221 -13%
BFA
10
Beaumont Financial Advisors
Massachusetts
$28.2M -$8.96M -120,136 -23%
SWP
11
Stratos Wealth Partners
Ohio
$25.1M +$2.29M +30,733 +10%
LFG
12
Leverty Financial Group
Wisconsin
$24.4M +$1.28M +17,111 +5%
BW
13
Balance Wealth
Ohio
$19.3M -$7.1M -95,207 -26%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$18.6M +$2.02M +27,048 +12%
Wells Fargo
15
Wells Fargo
California
$17.9M +$16.2M +216,996 +685%
MA
16
MONECO Advisors
Connecticut
$15.7M -$954K -12,795 -6%
JP Morgan Chase
17
JP Morgan Chase
New York
$15M +$10M +134,673 +170%
NG
18
Novem Group
New York
$11.7M -$1.42M -19,078 -11%
CAM
19
Cozad Asset Management
Illinois
$10M -$114K -1,523 -1%
AC
20
AlphaCore Capital
California
$9.38M -$991K -13,294 -9%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$8.81M +$679K +9,108 +8%
KAS
22
Kestra Advisory Services
Texas
$7.92M +$747K +10,027 +10%
LFAS
23
Level Four Advisory Services
Texas
$7.19M -$1.46M -19,644 -16%
CAG
24
Crestwood Advisors Group
Massachusetts
$7.11M +$1.15M +15,421 +18%
DC
25
Davenport & Co
Virginia
$6.44M +$108K +1,451 +2%