We are live on ! Find out more
JPME icon

JPMorgan Diversified Return US Mid Cap Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$47.6M +$925K +8,687 +2%
HighTower Advisors
2
HighTower Advisors
Illinois
$34M +$2.02M +18,997 +6%
LPL Financial
3
LPL Financial
California
$24.6M -$317K -2,972 -1%
DAS
4
Dynamic Advisor Solutions
Arizona
$16.9M +$495K +4,649 +3%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$12.1M +$1.91M +17,971 +19%
Cerity Partners
6
Cerity Partners
New York
$10.7M -$132K -1,242 -1%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$10.4M +$3.25M +30,474 +46%
AP
8
Appleton Partners
Massachusetts
$9.72M +$128K +1,202 +1%
RW
9
RVW Wealth
California
$7.28M -$110K -1,035 -2%
SA
10
Sanctuary Advisors
Indiana
$7.27M +$2.26M +21,190 +46%
MWM
11
Manske Wealth Management
Texas
$5.83M -$38.6K -362 -0.7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.51M -$888K -8,335 -14%
1WM
13
1900 Wealth Management
Texas
$5.16M +$213 +2 +0%
Bank of America
14
Bank of America
North Carolina
$3.97M +$703K +6,597 +22%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.5M -$1.4M -13,120 -36%
SWTS
16
Stonehaven Wealth & Tax Solutions
Wisconsin
$2.4M -$15.8K -148 -0.7%
MA
17
MAS Advisors
Florida
$2.37M
Stifel Financial
18
Stifel Financial
Missouri
$2.36M +$151K +1,416 +7%
TC
19
Trilogy Capital
California
$2.26M -$200K -1,879 -8%
PAG
20
Private Advisor Group
New Jersey
$2.14M +$73.6K +691 +4%
CW
21
CreativeOne Wealth
Kansas
$2.13M -$5.64M -52,902 -73%
Raymond James Financial
22
Raymond James Financial
Florida
$2.06M +$365K +3,425 +22%
KW
23
KWB Wealth
California
$1.87M +$746 +7 +0%
LAS
24
LWM Advisory Services
Florida
$1.68M +$45.1K +423 +3%
KAS
25
Kestra Advisory Services
Texas
$1.65M -$519K -4,868 -24%