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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
$57.6M -$3.36M -73,135 -5%
KOC
2
Koss-Olinger Consulting
Florida
$55.3M +$1.38M +30,140 +2%
LPL Financial
3
LPL Financial
California
$28.2M +$1.42M +30,870 +5%
Bank of America
4
Bank of America
North Carolina
$24.6M +$692K +15,076 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$20.1M +$430K +9,355 +2%
CAWM
6
Capital Advisors Wealth Management
Washington
$19.6M +$3.02M +65,809 +17%
Morgan Stanley
7
Morgan Stanley
New York
$12.3M -$13.9K -302 -0.1%
GA
8
Goldstein Advisors
Wisconsin
$10.6M +$631K +13,737 +6%
Stifel Financial
9
Stifel Financial
Missouri
$9.32M +$846K +18,429 +9%
GKWIM
10
Gerber Kawasaki Wealth & Investment Management
California
$8.09M +$376K +8,178 +5%
AP
11
Appleton Partners
Massachusetts
$7.95M +$246K +5,349 +3%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$7.14M +$647K +14,089 +9%
HFM
13
Hartford Financial Management
Connecticut
$6.95M -$69.9K -1,522 -0.9%
TAM
14
Tocqueville Asset Management
New York
$6.87M -$287K -6,254 -4%
KFSN
15
Keystone Financial Services (Nebraska)
Nebraska
$6.24M +$852K +18,552 +15%
FAIM
16
Financial Advocates Investment Management
Washington
$6.13M +$16.8K +366 +0.3%
SFC
17
Sprinkle Financial Consultants
Colorado
$5.78M +$1.17M +25,373 +24%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.53M -$328K -7,140 -5%
Ameriprise
19
Ameriprise
Minnesota
$5.47M +$38.4K +837 +0.7%
IAG
20
Ipsen Advisor Group
Arkansas
$4.66M +$161K +3,510 +3%
DC
21
Davenport & Co
Virginia
$4.39M +$141K +3,078 +3%
KWM
22
Kingsview Wealth Management
Oregon
$3.74M +$1.49M +32,383 +61%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$3.27M +$198K +4,319 +6%
FPF
24
First Pacific Financial
Washington
$3.14M -$393K -8,554 -11%
IWC
25
Integrated Wealth Concepts
Massachusetts
$2.82M +$124K +2,693 +4%