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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
$39.2M +$1.18M +30,015 +3%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$25.5M +$6.22M +158,600 +32%
Bank of America
3
Bank of America
North Carolina
$18.7M +$241K +6,141 +1%
LPL Financial
4
LPL Financial
California
$15.7M +$2.33M +59,395 +17%
GA
5
Goldstein Advisors
Wisconsin
$12.2M +$12.3M +314,591 New
GKWIM
6
Gerber Kawasaki Wealth & Investment Management
California
$11.8M +$12M +305,679 New
Morgan Stanley
7
Morgan Stanley
New York
$10.8M +$3.85M +98,111 +54%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.94M -$560K -14,287 -5%
Ameriprise
9
Ameriprise
Minnesota
$9.71M -$4.28M -109,117 -30%
CAWM
10
Capital Advisors Wealth Management
Washington
$7.64M +$1.84M +46,989 +31%
AP
11
Appleton Partners
Massachusetts
$6.47M -$111K -2,834 -2%
HFM
12
Hartford Financial Management
Connecticut
$6.41M -$472K -12,043 -7%
CWA
13
Choice Wealth Advisors
Maine
$5.99M +$346K +8,826 +6%
SL
14
Systelligence LLC
Minnesota
$4.62M -$48.6K -1,240 -1%
EFH
15
Eaton Financial Holdings
Florida
$3.61M +$3.65M +93,095 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.25M +$399K +10,189 +14%
FPF
17
First Pacific Financial
Washington
$3.03M -$4.7K -120 -0.2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.46M -$201K -5,125 -7%
AFM
19
Andesa Financial Management
Pennsylvania
$2.41M -$1.91M -48,829 -44%
IWC
20
Integrated Wealth Concepts
Massachusetts
$2.18M +$37.5K +958 +2%
LAS
21
LWM Advisory Services
Florida
$2.15M +$994K +25,362 +84%
DC
22
Davenport & Co
Virginia
$1.65M +$51.7K +1,319 +3%
BBL
23
Beck Bode LLC
Massachusetts
$1.6M -$17.4K -444 -1%
CW
24
CreativeOne Wealth
Kansas
$1.44M -$108K -2,761 -7%
FCM
25
Family Capital Management
Michigan
$1.23M +$1.25M +31,827 New