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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
$56.8M -$837K -19,374 -2%
LPL Financial
2
LPL Financial
California
$37.9M +$8.05M +186,401 +29%
Raymond James Financial
3
Raymond James Financial
Florida
$36.2M -$22.7M -525,688 -40%
Bank of America
4
Bank of America
North Carolina
$26M +$333K +7,723 +1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14.4M -$6.24M -144,561 -31%
HFM
6
Hartford Financial Management
Connecticut
$14.3M +$6.73M +155,815 +98%
Morgan Stanley
7
Morgan Stanley
New York
$12M -$769K -17,817 -6%
GA
8
Goldstein Advisors
Wisconsin
$11M +$2.2K +51 +0%
Stifel Financial
9
Stifel Financial
Missouri
$10.1M +$398K +9,223 +4%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$8.66M +$1.15M +26,569 +16%
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$8.6M +$143K +3,305 +2%
AP
12
Appleton Partners
Massachusetts
$8.29M -$6.48K -150 -0.1%
TAM
13
Tocqueville Asset Management
New York
$7.1M -$61.8K -1,431 -0.9%
KFSN
14
Keystone Financial Services (Nebraska)
Nebraska
$6.86M +$326K +7,539 +5%
Ameriprise
15
Ameriprise
Minnesota
$5.95M +$210K +4,853 +4%
SFC
16
Sprinkle Financial Consultants
Colorado
$5.76M -$257K -5,946 -4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.53M -$232K -5,379 -4%
IAG
18
Ipsen Advisor Group
Arkansas
$5.05M +$178K +4,120 +4%
DC
19
Davenport & Co
Virginia
$4.92M +$326K +7,556 +8%
KWM
20
Kingsview Wealth Management
Oregon
$4.77M +$820K +19,002 +22%
FAIM
21
Financial Advocates Investment Management
Washington
$4.32M -$1.97M -45,596 -32%
CAWM
22
Capital Advisors Wealth Management
Washington
$4.14M -$15.5M -358,098 -80%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$3.74M +$297K +6,871 +9%
FPF
24
First Pacific Financial
Washington
$3.34M +$58.8K +1,362 +2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.23M +$795K +18,414 +35%