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JPMorgan Diversified Return US Mid Cap Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.8M -$771K -6,711 -30%
CFG
27
Cassilly Financial Group
Maryland
$1.79M +$33.6K +292 +2%
EAM
28
Empirical Asset Management
Massachusetts
$1.7M -$148K -1,290 -8%
AC
29
Apella Capital
Connecticut
$1.4M -$33.9K -295 -2%
GCM
30
Gallacher Capital Management
Colorado
$1.39M -$138K -1,199 -9%
KAS
31
Kestra Advisory Services
Texas
$1.32M -$118K -1,027 -8%
JSW
32
Journey Strategic Wealth
New Jersey
$1.3M +$13K +113 +1%
ACS
33
Archford Capital Strategies
Illinois
$1.22M
GA
34
Goldstein Advisors
Wisconsin
$1.22M +$9.43K +82 +0.8%
LAS
35
LWM Advisory Services
Florida
$1.2M -$648K -5,636 -35%
FWA
36
FSM Wealth Advisors
Ohio
$1.16M +$10.6K +92 +0.9%
HI
37
Harbour Investments
Wisconsin
$1.15M +$343K +2,985 +43%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$1.13M +$109K +951 +11%
RPSA
39
Richard P. Slaughter Associates
Texas
$1.05M -$11.6K -101 -1%
Goldman Sachs
40
Goldman Sachs
New York
$985K +$989K +8,600 New
CL
41
Choreo LLC
Illinois
$938K
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$858K +$153K +1,330 +22%
JP Morgan Chase
43
JP Morgan Chase
New York
$813K -$16.7K -145 -2%
Ameriprise
44
Ameriprise
Minnesota
$794K +$486K +4,224 +160%
Citadel Advisors
45
Citadel Advisors
Florida
$777K -$869K -7,561 -53%
LWMI
46
Landmark Wealth Management (Illinois)
Illinois
$746K
BPW
47
BlueDoor Private Wealth
Massachusetts
$697K -$26.7K -232 -4%
CFG
48
Cosner Financial Group
Colorado
$688K -$23.5K -204 -3%
CCM
49
Compass Capital Management
Minnesota
$609K
CL
50
CPWA LLC
Oregon
$595K +$565K +4,918 New