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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
$57.2M -$9.72M -110,471 -14%
Morgan Stanley
2
Morgan Stanley
New York
$26.9M +$1.31M +14,857 +5%
HighTower Advisors
3
HighTower Advisors
Illinois
$23.7M +$1.35M +15,288 +6%
CW
4
CreativeOne Wealth
Kansas
$20.6M -$9.57M -108,756 -31%
LPL Financial
5
LPL Financial
California
$19.6M +$1.89M +21,491 +10%
GA
6
Goldstein Advisors
Wisconsin
$18.1M +$874K +9,928 +5%
TC
7
Trilogy Capital
California
$11.6M -$200K -2,278 -2%
RW
8
RVW Wealth
California
$8.04M -$197K -2,238 -2%
AP
9
Appleton Partners
Massachusetts
$7.03M +$24.6K +280 +0.3%
1WM
10
1900 Wealth Management
Texas
$5.56M -$130K -1,472 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.64M +$518K +5,887 +12%
JSW
12
Journey Strategic Wealth
New Jersey
$3.83M +$4.03M +45,808 New
DAS
13
Dynamic Advisor Solutions
Arizona
$3.58M +$3.17M +35,984 +527%
ACA
14
Aspire Capital Advisors
Washington
$2.72M +$82.7K +940 +3%
GM
15
GeoWealth Management
Illinois
$2.38M -$2.66M -30,194 -51%
GWP
16
Gateway Wealth Partners
Wisconsin
$2.23M +$150K +1,705 +7%
Bank of America
17
Bank of America
North Carolina
$2.14M -$633K -7,198 -22%
WF
18
Wayfinding Financial
Washington
$1.92M -$63.2K -718 -3%
KAS
19
Kestra Advisory Services
Texas
$1.84M +$788K +8,952 +69%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.8M -$106K -1,204 -5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.65M +$346K +3,934 +25%
Jane Street
22
Jane Street
New York
$1.62M +$501K +5,695 +42%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.6M +$147K +1,671 +10%
AC
24
Apella Capital
Connecticut
$1.47M -$19.4K -220 -1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.45M +$918K +10,436 +152%