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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
$70.7M +$1.51M +14,582 +2%
HighTower Advisors
2
HighTower Advisors
Illinois
$30.1M +$706K +6,833 +2%
Morgan Stanley
3
Morgan Stanley
New York
$28.3M +$52.1K +504 +0.2%
LPL Financial
4
LPL Financial
California
$22.4M -$802K -7,759 -3%
CW
5
CreativeOne Wealth
Kansas
$22M -$765K -7,402 -3%
DAS
6
Dynamic Advisor Solutions
Arizona
$14M +$3.55M +34,377 +33%
AP
7
Appleton Partners
Massachusetts
$8.82M +$91.9K +889 +1%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$8.69M +$2.73M +26,446 +44%
NEWAS
9
N.E.W. Advisory Services
Wisconsin
$8.62M +$4.56M +44,149 +106%
RW
10
RVW Wealth
California
$6.96M -$373K -3,608 -5%
1WM
11
1900 Wealth Management
Texas
$4.94M +$187K +1,811 +4%
MWM
12
Manske Wealth Management
Texas
$4.91M +$76.5K +740 +2%
SA
13
Sanctuary Advisors
Indiana
$4.57M -$11.9K -115 -0.3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.53M +$93.2K +902 +2%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$4.33M +$1.7M +16,432 +61%
Bank of America
16
Bank of America
North Carolina
$3.05M +$267K +2,587 +9%
TC
17
Trilogy Capital
California
$2.82M -$11.9M -115,338 -80%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.77M +$246K +2,381 +9%
Goldman Sachs
19
Goldman Sachs
New York
$2.7M -$1.72M -16,673 -38%
GLA
20
Good Life Advisors
Pennsylvania
$2.67M +$2.74M +26,546 New
KAS
21
Kestra Advisory Services
Texas
$2.57M +$76.7K +742 +3%
MA
22
MAS Advisors
Florida
$2.54M +$800K +7,744 +44%
SWTS
23
Stonehaven Wealth & Tax Solutions
Wisconsin
$2.13M +$427K +4,133 +24%
Stifel Financial
24
Stifel Financial
Missouri
$1.89M +$717K +6,937 +59%
JP Morgan Chase
25
JP Morgan Chase
New York
$1.81M +$143K +1,384 +8%