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JPMorgan Diversified Return International Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$274M +$29.7M +492,326 +11%
CW
2
CreativeOne Wealth
Kansas
$46.7M +$8.3M +137,622 +21%
UBS Group
3
UBS Group
Switzerland
$43.6M -$1.21M -20,131 -3%
LWA
4
Lenox Wealth Advisors
New York
$32.8M +$485K +8,049 +1%
Osaic Holdings
5
Osaic Holdings
Arizona
$29.6M +$247K +4,101 +0.8%
Morgan Stanley
6
Morgan Stanley
New York
$25.9M -$4.19M -69,427 -14%
Bank of America
7
Bank of America
North Carolina
$20.6M +$276K +4,579 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.2M +$2.18M +36,088 +18%
CPO
9
Cerity Partners OCIO
New York
$14.2M -$235K -3,894 -2%
RW
10
RVW Wealth
California
$13.6M -$1.41M -23,416 -9%
GM
11
GeoWealth Management
Illinois
$12.5M +$1.35M +22,302 +12%
SCM
12
Stonehearth Capital Management
Massachusetts
$12M -$62.6K -1,038 -0.5%
Ameriprise
13
Ameriprise
Minnesota
$11.8M +$799K +13,252 +7%
DE
14
Day & Ennis
Georgia
$7.57M +$158K +2,626 +2%
SCM
15
Sterneck Capital Management
Missouri
$7.47M +$325K +5,384 +4%
LA
16
LexAurum Advisors
Kansas
$7.3M +$1.16M +19,190 +18%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$6.4M -$4.69M -77,744 -42%
LPL Financial
18
LPL Financial
California
$5.33M -$148K -2,461 -3%
QA
19
Quantitative Advantage
Minnesota
$5.19M +$324K +5,365 +7%
CAG
20
Crestwood Advisors Group
Massachusetts
$4.85M -$860K -14,254 -15%
CCA
21
Cobblestone Capital Advisors
New York
$4.01M +$4.09M +67,810 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.21M -$42.9K -712 -1%
GW
23
GW & Wade
Massachusetts
$3.1M +$1.33K +22 +0%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.96M +$165K +2,735 +6%
AF
25
Allworth Financial
California
$2.56M +$156K +2,582 +6%