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JPMorgan Diversified Return US Small Cap Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KOC
1
Koss-Olinger Consulting
Florida
$34.8M +$12M +303,210 +45%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$17.6M -$1.09M -27,726 -5%
Bank of America
3
Bank of America
North Carolina
$16.9M +$523K +13,258 +3%
Ameriprise
4
Ameriprise
Minnesota
$12.7M +$8.69M +220,488 +158%
LPL Financial
5
LPL Financial
California
$12.2M +$5.62M +142,448 +70%
Osaic Holdings
6
Osaic Holdings
Arizona
$11.5M +$769K +19,508 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.59M +$585K +14,827 +6%
Morgan Stanley
8
Morgan Stanley
New York
$6.42M +$1.83M +46,519 +34%
HFM
9
Hartford Financial Management
Connecticut
$6.28M -$206K -5,223 -3%
AP
10
Appleton Partners
Massachusetts
$6.01M +$126K +3,198 +2%
CAWM
11
Capital Advisors Wealth Management
Washington
$5.32M +$5.93M +150,325 New
CWA
12
Choice Wealth Advisors
Maine
$5.16M +$5.75M +145,728 New
SL
13
Systelligence LLC
Minnesota
$4.26M
AFM
14
Andesa Financial Management
Pennsylvania
$3.93M +$2.12M +53,669 +93%
FPF
15
First Pacific Financial
Washington
$2.77M +$238K +6,027 +8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.61M +$2.18M +55,170 +297%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.42M -$84.1K -2,132 -3%
WF
18
Wayfinding Financial
Washington
$2.02M +$2.25M +57,133 New
IWC
19
Integrated Wealth Concepts
Massachusetts
$1.95M -$588K -14,921 -21%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.53M +$937K +23,776 +122%
BBL
21
Beck Bode LLC
Massachusetts
$1.48M +$1.64M +41,688 New
DC
22
Davenport & Co
Virginia
$1.46M +$413K +10,484 +34%
MA
23
Mutual Advisors
Nebraska
$1.45M +$946K +24,003 +141%
CW
24
CreativeOne Wealth
Kansas
$1.41M -$26.4K -670 -2%
LAS
25
LWM Advisory Services
Florida
$1.07M +$19K +482 +2%