We are live on ! Find out more
JPSE icon

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
$16.1M -$10.2M -345,831 -37%
FVWA
2
Foster Victor Wealth Advisors
South Carolina
$12.4M +$13.6M +462,128 New
CW
3
CreativeOne Wealth
Kansas
$11.4M +$3.76M +127,407 +43%
PFG
4
Pacific Financial Group
Washington
$8.02M +$8.82M +298,732 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.88M +$300K +10,178 +5%
Bank of America
6
Bank of America
North Carolina
$4.57M +$3.37M +114,343 +204%
AP
7
Appleton Partners
Massachusetts
$2.68M +$140K +4,742 +5%
Ameriprise
8
Ameriprise
Minnesota
$2.43M +$2.73M +92,515 New
AssetMark Inc
9
AssetMark Inc
California
$2.3M -$3.34M -113,217 -57%
FWM
10
Frontier Wealth Management
Missouri
$2.21M -$886K -30,034 -27%
Morgan Stanley
11
Morgan Stanley
New York
$1.94M +$2.13M +72,113 +194,900%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.71M +$223K +7,563 +13%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.22M +$494K +16,731 +58%
HCM
14
Hengehold Capital Management
Ohio
$554K +$609K +20,632 New
HighTower Advisors
15
HighTower Advisors
Illinois
$521K +$572K +19,379 New
LA
16
LexAurum Advisors
Kansas
$508K +$558K +18,915 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$478K +$179K +6,062 +52%
FAAS
18
First Allied Advisory Services
California
$472K +$3.54K +120 +0.7%
CAM
19
Concorde Asset Management
Michigan
$443K +$492K +16,668 New
AG
20
Advisor Group
Arizona
$434K +$12K +408 +3%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$296K -$59.9K -2,030 -16%
AFM
22
Andesa Financial Management
Pennsylvania
$268K +$295K +10,006 New
BTS
23
BB&T Securities
Virginia
$258K -$11.6K -394 -4%
SFSIG
24
San Francisco Sentry Investment Group
California
$213K +$34.5K +1,169 +17%
OIA
25
OneDigital Investment Advisors
Kansas
$212K +$233K +7,898 New