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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
$30.8M +$11.4K +349 +0%
CW
2
CreativeOne Wealth
Kansas
$9.66M +$3.99M +122,572 +70%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.8M +$6.8M +208,853 New
AssetMark Inc
4
AssetMark Inc
California
$6.47M +$2.73M +83,878 +73%
FWM
5
Frontier Wealth Management
Missouri
$3.66M +$1.42M +43,641 +64%
AP
6
Appleton Partners
Massachusetts
$3.1M +$189K +5,800 +6%
Jane Street
7
Jane Street
New York
$2.51M -$21.1K -648 -0.8%
Bank of America
8
Bank of America
North Carolina
$1.82M +$60.6K +1,860 +3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.82M +$787K +24,176 +76%
RJA
10
Raymond James & Associates
Florida
$1.14M +$10.5K +323 +0.9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$932K -$32.1K -985 -3%
LPL Financial
12
LPL Financial
California
$696K +$154K +4,727 +28%
FAAS
13
First Allied Advisory Services
California
$571K -$49.1K -1,508 -8%
AG
14
Advisor Group
Arizona
$515K -$77.2K -2,370 -13%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$425K -$7.46K -229 -2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$382K +$91.4K +2,806 +31%
BTS
17
BB&T Securities
Virginia
$326K +$31K +951 +10%
SFSIG
18
San Francisco Sentry Investment Group
California
$221K +$200K +6,151 +976%
UBS Group
19
UBS Group
Switzerland
$66K +$66.4K +2,040 New
TCM
20
TD Capital Management
Tennessee
$65K +$163 +5 +0.3%
CAL
21
Capital Analysts LLC
Pennsylvania
$38K +$3.35K +103 +10%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.84K +118 New
LWA
23
Lenox Wealth Advisors
New York
$4K +$3.91K +120 New
Morgan Stanley
24
Morgan Stanley
New York
$1K -$2.8K -86 -70%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$248K -7,877 Closed