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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
$37.2M -$20.5M -473,258 -37%
LPL Financial
2
LPL Financial
California
$35.2M +$1.58M +36,427 +5%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$25.2M -$2M -46,179 -8%
Bank of America
4
Bank of America
North Carolina
$22.5M +$197K +4,559 +0.9%
CAWM
5
Capital Advisors Wealth Management
Washington
$19.1M -$5.25M -121,391 -22%
Ameriprise
6
Ameriprise
Minnesota
$15.4M +$10.8M +249,182 +160%
Morgan Stanley
7
Morgan Stanley
New York
$10.6M +$4.14M +95,830 +69%
GA
8
Goldstein Advisors
Wisconsin
$8.66M +$701K +16,205 +9%
CWA
9
Choice Wealth Advisors
Maine
$8.56M +$173K +3,991 +2%
Stifel Financial
10
Stifel Financial
Missouri
$8.31M +$227K +5,252 +3%
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$8.15M -$106K -2,463 -1%
AP
12
Appleton Partners
Massachusetts
$7.83M +$51.6K +1,193 +0.7%
TAM
13
Tocqueville Asset Management
New York
$7.63M +$1.61M +37,172 +28%
HFM
14
Hartford Financial Management
Connecticut
$7.34M -$1.25K -29 -0%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$5.73M +$530K +12,256 +11%
FAIM
16
Financial Advocates Investment Management
Washington
$5.35M +$5.12M +118,472 New
Osaic Holdings
17
Osaic Holdings
Arizona
$4.57M +$189K +4,371 +5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.48M +$2.88M +66,515 +204%
SFC
19
Sprinkle Financial Consultants
Colorado
$4.08M +$2.16M +49,878 +124%
DC
20
Davenport & Co
Virginia
$3.94M +$480K +11,100 +15%
FPF
21
First Pacific Financial
Washington
$3.75M -$51.6K -1,194 -1%
IWC
22
Integrated Wealth Concepts
Massachusetts
$3.35M +$305K +7,058 +11%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.41M +$15.1K +350 +0.7%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.13M -$629K -14,554 -24%
RJA
25
Raymond James & Associates
Florida
$1.91M +$204K +4,717 +13%