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JPMorgan Diversified Return US Mid Cap Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
1
Cerity Partners
New York
$70.2M +$67.6M +794,737 New
CW
2
CreativeOne Wealth
Kansas
$31.4M -$329K -3,861 -1%
Morgan Stanley
3
Morgan Stanley
New York
$27M +$22.8M +267,684 +696%
HighTower Advisors
4
HighTower Advisors
Illinois
$23.6M +$1.35M +15,878 +6%
LPL Financial
5
LPL Financial
California
$18.8M -$26K -305 -0.1%
GA
6
Goldstein Advisors
Wisconsin
$18.2M +$422K +4,955 +2%
TC
7
Trilogy Capital
California
$12.9M -$449K -5,279 -4%
AWC
8
Adamsbrown Wealth Consultants
Kansas
$11M +$2.35M +27,566 +28%
RW
9
RVW Wealth
California
$8.68M -$375K -4,408 -4%
AP
10
Appleton Partners
Massachusetts
$7.39M -$57.6K -677 -0.8%
1WM
11
1900 Wealth Management
Texas
$5.99M -$870K -10,228 -13%
GM
12
GeoWealth Management
Illinois
$5.18M -$8.61M -101,159 -63%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.38M -$26.6K -313 -0.6%
LAS
14
LWM Advisory Services
Florida
$3.37M +$758K +8,907 +30%
Bank of America
15
Bank of America
North Carolina
$2.9M -$897K -10,548 -24%
ACA
16
Aspire Capital Advisors
Washington
$2.79M -$2.04K -24 -0.1%
Ameriprise
17
Ameriprise
Minnesota
$2.27M -$21.2K -249 -1%
GWP
18
Gateway Wealth Partners
Wisconsin
$2.2M +$583K +6,857 +38%
WF
19
Wayfinding Financial
Washington
$2.18M -$53.1K -624 -3%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2M -$3.57K -42 -0.2%
AC
21
Apella Capital
Connecticut
$1.58M +$1.52M +17,846 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.54M +$56.5K +664 +4%
RPSA
23
Richard P. Slaughter Associates
Texas
$1.5M -$44.4K -522 -3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.47M -$244K -2,869 -15%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.4M -$1.1M -12,980 -45%