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JPMorgan Diversified Return US Mid Cap Equity ETF
JPME

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$47.1M -$4.03M -35,046 -8%
HighTower Advisors
2
HighTower Advisors
Illinois
$40.7M +$1.92M +16,683 +5%
LPL Financial
3
LPL Financial
California
$28.7M +$689K +5,994 +2%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$15.1M +$2.56M +22,304 +20%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$14.1M +$6.09K +53 +0%
AP
6
Appleton Partners
Massachusetts
$10.6M +$96.2K +837 +0.9%
Cerity Partners
7
Cerity Partners
New York
$10.6M -$228K -1,986 -2%
RW
8
RVW Wealth
California
$7.29M -$199K -1,732 -3%
MWM
9
Manske Wealth Management
Texas
$6.85M +$575K +5,004 +9%
SA
10
Sanctuary Advisors
Indiana
$6.26M -$1.69M -14,725 -21%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.25M +$124K +1,081 +2%
1WM
12
1900 Wealth Management
Texas
$5.31M -$138K -1,200 -3%
Bank of America
13
Bank of America
North Carolina
$3.93M -$445K -3,875 -10%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.4M +$1.29M +11,259 +61%
EH
15
Equitable Holdings
New York
$2.76M +$2.77M +24,064 New
SWTS
16
Stonehaven Wealth & Tax Solutions
Wisconsin
$2.62M +$19.9K +173 +0.8%
MWM
17
Modern Wealth Management
Kansas
$2.52M +$2.52M +21,930 New
DAS
18
Dynamic Advisor Solutions
Arizona
$2.29M -$15.4M -133,681 -87%
Raymond James Financial
19
Raymond James Financial
Florida
$2.25M +$68.9K +599 +3%
PAG
20
Private Advisor Group
New Jersey
$2.2M +$24.4K +212 +1%
KW
21
KWB Wealth
California
$2.12M – – –
AIM
22
Advyzon Investment Management
Illinois
$2.11M +$355K +3,088 +20%
TC
23
Trilogy Capital
California
$2.06M -$209K -1,819 -9%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.05M -$668K -5,810 -25%
CW
25
CreativeOne Wealth
Kansas
$1.8M -$125K -1,087 -6%
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