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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
$52.2M +$52.5M +1,196,351 New
RJFSA
2
Raymond James Financial Services Advisors
Florida
$31.8M -$4.15M -94,470 -11%
LPL Financial
3
LPL Financial
California
$28M -$6.02M -137,192 -18%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$23M -$1.28M -29,136 -5%
Bank of America
5
Bank of America
North Carolina
$21.8M +$118K +2,687 +0.5%
Ameriprise
6
Ameriprise
Minnesota
$13.3M -$10.4M -238,110 -59%
TFA
7
Teamwork Financial Advisors
Texas
$12.7M +$12.8M +292,371 New
Morgan Stanley
8
Morgan Stanley
New York
$11.2M +$937K +21,346 +9%
CAWM
9
Capital Advisors Wealth Management
Washington
$10.5M -$8.07M -183,787 -43%
GA
10
Goldstein Advisors
Wisconsin
$8.92M +$575K +13,108 +7%
Stifel Financial
11
Stifel Financial
Missouri
$8.3M +$279K +6,363 +3%
GKWIM
12
Gerber Kawasaki Wealth & Investment Management
California
$7.73M -$139K -3,171 -2%
AP
13
Appleton Partners
Massachusetts
$7.71M +$161K +3,660 +2%
TAM
14
Tocqueville Asset Management
New York
$7.42M +$65.7K +1,497 +0.9%
HFM
15
Hartford Financial Management
Connecticut
$7.05M -$31.8K -724 -0.4%
FAIM
16
Financial Advocates Investment Management
Washington
$6.68M +$1.52M +34,700 +29%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.86M +$1.55M +35,230 +36%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.79M +$1.39M +31,658 +31%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$5.71M +$188K +4,282 +3%
SFC
20
Sprinkle Financial Consultants
Colorado
$4.08M +$142K +3,242 +4%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.84M +$2.23M +50,804 +136%
DC
22
Davenport & Co
Virginia
$3.83M +$32.5K +741 +0.8%
FPF
23
First Pacific Financial
Washington
$3.56M -$50.8K -1,158 -1%
IWC
24
Integrated Wealth Concepts
Massachusetts
$2.88M -$354K -8,077 -11%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.27M +$208K +4,731 +10%