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JPMorgan Diversified Return US Small Cap Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$29.8M +$12.5K +408 +0%
CW
2
CreativeOne Wealth
Kansas
$5.49M +$5.32M +174,231 New
AssetMark Inc
3
AssetMark Inc
California
$3.62M +$1.96M +64,199 +126%
AP
4
Appleton Partners
Massachusetts
$2.81M +$716K +23,435 +36%
Jane Street
5
Jane Street
New York
$2.45M +$2.37M +77,661 New
FWM
6
Frontier Wealth Management
Missouri
$2.16M +$370K +12,095 +21%
Bank of America
7
Bank of America
North Carolina
$1.71M +$54.8K +1,794 +3%
RJA
8
Raymond James & Associates
Florida
$1.09M +$1.06M +34,725 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1M +$426K +13,930 +78%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$933K +$905K +29,622 New
FAAS
11
First Allied Advisory Services
California
$598K -$277K -9,052 -32%
AG
12
Advisor Group
Arizona
$572K -$231K -7,561 -29%
LPL Financial
13
LPL Financial
California
$525K +$37.5K +1,227 +8%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$386K
BTS
15
BB&T Securities
Virginia
$286K +$278K +9,089 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$281K +$23.3K +762 +9%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$248K -$148K -4,840 -38%
TCM
18
TD Capital Management
Tennessee
$62K +$183 +6 +0.3%
CAL
19
Capital Analysts LLC
Pennsylvania
$34K +$23.2K +758 +241%
SWP
20
Strategic Wealth Partners
Ohio
$27K +$25.8K +844 New
SFSIG
21
San Francisco Sentry Investment Group
California
$20K +$19.2K +630 New
BCA
22
Bay Colony Advisors
Massachusetts
$7K +$6.75K +221 New
Morgan Stanley
23
Morgan Stanley
New York
$4K +$3.76K +123 New
UBS Group
24
UBS Group
Switzerland
-$27K -911 Closed
Wells Fargo
25
Wells Fargo
California
-$3K -100 Closed