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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
$46.6M +$1.94M +49,428 +5%
KOC
2
Koss-Olinger Consulting
Florida
$46.1M +$1.54M +39,211 +4%
LPL Financial
3
LPL Financial
California
$25.6M +$4.22M +107,301 +21%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.1M +$11.2M +285,663 +113%
Bank of America
5
Bank of America
North Carolina
$19.9M +$99.2K +2,525 +0.5%
CAWM
6
Capital Advisors Wealth Management
Washington
$19.1M +$7.65M +194,622 +72%
Morgan Stanley
7
Morgan Stanley
New York
$14.4M -$92.5K -2,354 -0.7%
SL
8
Systelligence LLC
Minnesota
$11.9M +$6.67M +169,630 +140%
GKWIM
9
Gerber Kawasaki Wealth & Investment Management
California
$8.61M -$4.32M -109,967 -34%
Ameriprise
10
Ameriprise
Minnesota
$8.34M -$3.24M -82,492 -29%
CWA
11
Choice Wealth Advisors
Maine
$7.33M +$746K +18,990 +12%
AP
12
Appleton Partners
Massachusetts
$6.91M +$93.9K +2,389 +1%
HFM
13
Hartford Financial Management
Connecticut
$6.75M -$31.2K -794 -0.5%
GA
14
Goldstein Advisors
Wisconsin
$6.7M -$47.1K -1,199 -0.7%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$5.95M +$5.71M +145,196 New
TAM
16
Tocqueville Asset Management
New York
$5.05M +$4.85M +123,320 New
Osaic Holdings
17
Osaic Holdings
Arizona
$4.04M -$97.6K -2,485 -2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$3.8M +$3.65M +92,889 New
FPF
19
First Pacific Financial
Washington
$3.02M -$112K -2,859 -4%
RJA
20
Raymond James & Associates
Florida
$2.59M +$1.25M +31,817 +101%
IWC
21
Integrated Wealth Concepts
Massachusetts
$2.46M +$185K +4,697 +8%
DC
22
Davenport & Co
Virginia
$2.44M +$449K +11,424 +24%
LAS
23
LWM Advisory Services
Florida
$2.32M -$270K -6,884 -11%
WF
24
Wayfinding Financial
Washington
$2.19M -$43.6K -1,110 -2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.04M -$1.54M -39,170 -44%