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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
$58.2M +$717K +15,541 +1%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$37.5M +$2.41M +52,160 +7%
RJA
3
Raymond James & Associates
Florida
$27.1M +$24.1M +522,168 +1,239%
LPL Financial
4
LPL Financial
California
$26.6M -$4.06M -88,031 -14%
Bank of America
5
Bank of America
North Carolina
$23.3M -$741K -16,077 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$23.1M -$2.19M -47,513 -9%
TFA
7
Teamwork Financial Advisors
Texas
$16M +$1.88M +40,754 +14%
Morgan Stanley
8
Morgan Stanley
New York
$12.4M +$94.1K +2,041 +0.8%
CAWM
9
Capital Advisors Wealth Management
Washington
$11.6M +$85.2K +1,848 +0.8%
GA
10
Goldstein Advisors
Wisconsin
$10.6M +$711K +15,428 +8%
Stifel Financial
11
Stifel Financial
Missouri
$9.17M +$24.9K +541 +0.3%
GKWIM
12
Gerber Kawasaki Wealth & Investment Management
California
$8.54M +$25.9K +562 +0.3%
AP
13
Appleton Partners
Massachusetts
$8.54M +$38.8K +842 +0.5%
TAM
14
Tocqueville Asset Management
New York
$8.01M -$156K -3,382 -2%
HFM
15
Hartford Financial Management
Connecticut
$7.78M +$15.5K +336 +0.2%
Ameriprise
16
Ameriprise
Minnesota
$7.48M -$526K -11,400 -7%
FAIM
17
Financial Advocates Investment Management
Washington
$7.44M +$80.1K +1,737 +1%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$6.85M +$540K +11,718 +9%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$6.66M +$199K +4,322 +3%
SFC
20
Sprinkle Financial Consultants
Colorado
$4.77M +$271K +5,884 +6%
DC
21
Davenport & Co
Virginia
$4.44M +$212K +4,597 +5%
Osaic Holdings
22
Osaic Holdings
Arizona
$4.07M -$2.21M -48,024 -36%
FPF
23
First Pacific Financial
Washington
$3.9M -$21.5K -466 -0.6%
IWC
24
Integrated Wealth Concepts
Massachusetts
$3.13M -$43.1K -934 -1%
KWM
25
Kingsview Wealth Management
Oregon
$2.54M +$135K +2,938 +6%