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JPMorgan Diversified Return US Small Cap Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$43.4M +$17.6M +431,005 +66%
KOC
2
Koss-Olinger Consulting
Florida
$43.3M +$3.03M +74,328 +7%
LPL Financial
3
LPL Financial
California
$20.6M +$4.58M +112,372 +28%
Bank of America
4
Bank of America
North Carolina
$19.2M -$48.7K -1,194 -0.2%
Morgan Stanley
5
Morgan Stanley
New York
$14.1M +$2.99M +73,301 +26%
GKWIM
6
Gerber Kawasaki Wealth & Investment Management
California
$12.8M +$591K +14,490 +5%
Ameriprise
7
Ameriprise
Minnesota
$11.4M +$1.43M +35,009 +14%
CAWM
8
Capital Advisors Wealth Management
Washington
$10.8M +$3.01M +73,802 +37%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.1M -$156K -3,832 -1%
EFH
10
Eaton Financial Holdings
Florida
$6.72M +$3.08M +75,509 +81%
AP
11
Appleton Partners
Massachusetts
$6.63M -$32.4K -796 -0.5%
HFM
12
Hartford Financial Management
Connecticut
$6.6M +$7.13K +175 +0.1%
GA
13
Goldstein Advisors
Wisconsin
$6.57M -$6.1M -149,734 -48%
CWA
14
Choice Wealth Advisors
Maine
$6.38M +$223K +5,479 +4%
AFM
15
Andesa Financial Management
Pennsylvania
$5.4M +$2.96M +72,567 +116%
SL
16
Systelligence LLC
Minnesota
$4.83M +$75.8K +1,860 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.03M +$3.36M +82,358 +440%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.55M +$209K +5,122 +6%
FPF
19
First Pacific Financial
Washington
$3.05M -$69.2K -1,697 -2%
LAS
20
LWM Advisory Services
Florida
$2.53M +$326K +7,986 +14%
IWC
21
Integrated Wealth Concepts
Massachusetts
$2.21M -$30.7K -752 -1%
WF
22
Wayfinding Financial
Washington
$2.09M +$2.13M +52,370 New
DC
23
Davenport & Co
Virginia
$1.92M +$234K +5,730 +13%
MA
24
Mutual Advisors
Nebraska
$1.91M +$995K +24,403 +104%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.64M -$909K -22,297 -35%