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JPMorgan Diversified Return US Small Cap Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$65.3M +$68.1M +1,395,139 New
KOC
2
Koss-Olinger Consulting
Florida
$57.9M +$1.27M +26,014 +2%
LPL Financial
3
LPL Financial
California
$28.8M +$3.03M +62,039 +11%
Bank of America
4
Bank of America
North Carolina
$25.7M +$3.13M +64,067 +13%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21.2M -$1.39M -28,541 -6%
CAWM
6
Capital Advisors Wealth Management
Washington
$17.9M +$6.91M +141,637 +59%
Morgan Stanley
7
Morgan Stanley
New York
$13.2M +$1.13M +23,090 +9%
GA
8
Goldstein Advisors
Wisconsin
$10.7M +$431K +8,838 +4%
Stifel Financial
9
Stifel Financial
Missouri
$9.15M +$224K +4,599 +2%
GKWIM
10
Gerber Kawasaki Wealth & Investment Management
California
$8.31M -$13.9K -285 -0.2%
AP
11
Appleton Partners
Massachusetts
$8.28M -$37K -757 -0.4%
TAM
12
Tocqueville Asset Management
New York
$7.67M -$152K -3,104 -2%
HFM
13
Hartford Financial Management
Connecticut
$7.54M -$44.1K -903 -0.6%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$7.01M +$341K +6,978 +5%
FAIM
15
Financial Advocates Investment Management
Washington
$6.57M -$715K -14,655 -9%
Osaic Holdings
16
Osaic Holdings
Arizona
$6.39M +$2.53M +51,755 +61%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$6.28M -$222K -4,547 -3%
Ameriprise
18
Ameriprise
Minnesota
$5.85M -$1.5M -30,819 -20%
KFSN
19
Keystone Financial Services (Nebraska)
Nebraska
$5.83M +$6.08M +124,623 New
SFC
20
Sprinkle Financial Consultants
Colorado
$5.02M +$381K +7,798 +8%
IAG
21
Ipsen Advisor Group
Arkansas
$4.84M +$5.05M +103,437 New
DC
22
Davenport & Co
Virginia
$4.57M +$245K +5,017 +5%
FPF
23
First Pacific Financial
Washington
$3.78M -$30.3K -621 -0.8%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$3.32M +$1.35M +27,622 +64%
IWC
25
Integrated Wealth Concepts
Massachusetts
$2.9M -$157K -3,215 -5%