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JPMorgan Diversified Return US Small Cap Equity ETF
JPSE

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1
CreativeOne Wealth
Kansas
$19.5M +$376K +12,396 +2%
FVWA
2
Foster Victor Wealth Advisors
South Carolina
$13.5M +$648K +21,354 +5%
GM
3
GeoWealth Management
Illinois
$11M +$10.5M +346,388 +2,063%
Bank of America
4
Bank of America
North Carolina
$6.16M +$1.36M +44,944 +28%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.02M +$336K +11,053 +6%
Ameriprise
6
Ameriprise
Minnesota
$5.97M +$236K +7,765 +4%
AssetMark Inc
7
AssetMark Inc
California
$4.32M +$245K +8,075 +6%
AP
8
Appleton Partners
Massachusetts
$3.92M +$173K +5,700 +5%
ACM
9
Avalon Capital Management
California
$3.62M +$3.63M +119,479 New
RW
10
RVW Wealth
California
$3.23M +$3.23M +106,517 New
PFG
11
Pacific Financial Group
Washington
$2.53M -$1.57M -51,711 -39%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.15M +$71.5K +2,354 +3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.1M +$446K +14,681 +27%
Jane Street
14
Jane Street
New York
$2M +$2.01M +66,041 New
FWM
15
Frontier Wealth Management
Missouri
$1.93M -$142K -4,687 -7%
Morgan Stanley
16
Morgan Stanley
New York
$1.93M -$244K -8,022 -11%
LPL Financial
17
LPL Financial
California
$1.87M +$1.87M +61,635 New
MPWT
18
MassMutual Private Wealth & Trust
Connecticut
$1.19M +$130K +4,285 +12%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.14M +$789 +26 +0.1%
Citadel Advisors
20
Citadel Advisors
Florida
$1.11M +$1.11M +36,689 New
HighTower Advisors
21
HighTower Advisors
Illinois
$803K +$802K +26,423 New
AI
22
Atria Investments
North Carolina
$625K +$160K +5,259 +34%
HCM
23
Hengehold Capital Management
Ohio
$610K -$15.2K -500 -2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$605K +$516 +17 +0.1%
LNC
25
Lincoln National Corp
Pennsylvania
$574K +$26.4K +869 +5%
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