We are live on ! Find out more
JPSE icon

JPMorgan Diversified Return US Small Cap Equity ETF
JPSE

Name Holding Trade Value Shares
Change 		Change in
Stake
KOC
1
Koss-Olinger Consulting
Florida
$25.4M -$123K -3,044 -0.4%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$19.7M +$1.95M +48,158 +10%
Bank of America
3
Bank of America
North Carolina
$17.4M +$2.47M +60,980 +15%
Osaic Holdings
4
Osaic Holdings
Arizona
$11.4M -$552K -13,628 -4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.58M -$41.8K -1,033 -0.4%
LPL Financial
6
LPL Financial
California
$7.57M +$1.23M +30,378 +18%
HFM
7
Hartford Financial Management
Connecticut
$6.84M -$57.3K -1,416 -0.8%
AP
8
Appleton Partners
Massachusetts
$6.24M +$168K +4,149 +3%
Ameriprise
9
Ameriprise
Minnesota
$5.2M +$1.68M +41,538 +42%
Morgan Stanley
10
Morgan Stanley
New York
$5.05M +$282K +6,973 +5%
SL
11
Systelligence LLC
Minnesota
$4.51M +$90.9K +2,245 +2%
FPF
12
First Pacific Financial
Washington
$2.71M +$734K +18,121 +33%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.64M +$36.2K +895 +1%
IWC
14
Integrated Wealth Concepts
Massachusetts
$2.63M -$380K -9,395 -12%
AFM
15
Andesa Financial Management
Pennsylvania
$2.15M -$46.2K -1,141 -2%
CW
16
CreativeOne Wealth
Kansas
$1.51M +$21.5K +531 +1%
DC
17
Davenport & Co
Virginia
$1.15M +$1.24M +30,668 New
LAS
18
LWM Advisory Services
Florida
$1.11M +$1.2M +29,650 New
PA
19
Pinnacle Associates
New York
$760K -$84.7K -2,091 -9%
PWMAG
20
Pinnacle Wealth Management Advisory Group
New Jersey
$760K -$84.7K -2,091 -9%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$727K +$575K +14,204 +271%
LA
22
LexAurum Advisors
Kansas
$695K +$130K +3,211 +21%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$694K +$22.7K +561 +3%
MA
24
Mutual Advisors
Nebraska
$637K -$60.4K -1,491 -8%
HighTower Advisors
25
HighTower Advisors
Illinois
$530K +$574K +14,181 New
1
2