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JPUS

JPMorgan Diversified Return US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
Modera Wealth Management
New Jersey
$33.5M -$1.09M -8,009 -3%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$32.9M +$896K +6,559 +3%
DJSG
3
D.J. St. Germain
Massachusetts
$31.8M -$1.49M -10,928 -5%
SA
4
Sanctuary Advisors
Indiana
$24M +$23.4M +171,147 New
UBS Group
5
UBS Group
Switzerland
$18.8M +$281K +2,054 +2%
HAG
6
HighPoint Advisor Group
Illinois
$14M -$2.56M -18,743 -16%
SCM
7
Sterneck Capital Management
Missouri
$12.9M -$17.4K -127 -0.1%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$10.8M -$22.8K -167 -0.2%
LPL Financial
9
LPL Financial
California
$10.3M -$74.3K -544 -0.7%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$9.02M +$1.69M +12,372 +24%
Ameriprise
11
Ameriprise
Minnesota
$8.92M +$8.21M +60,057 +1,674%
KWM
12
Kingsview Wealth Management
Oregon
$8.89M +$8.66M +63,386 New
Morgan Stanley
13
Morgan Stanley
New York
$7.43M +$72.7K +532 +1%
Raymond James Financial
14
Raymond James Financial
Florida
$6.88M +$515K +3,767 +8%
JP Morgan Chase
15
JP Morgan Chase
New York
$6.16M +$415K +3,034 +7%
BPA
16
Beacon Pointe Advisors
California
$5.58M +$5.44M +39,826 New
AWM
17
Apollon Wealth Management
South Carolina
$5.16M -$275K -2,013 -5%
Bank of America
18
Bank of America
North Carolina
$4.98M -$26.6M -194,666 -85%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.92M -$600K -4,395 -14%
VT
20
Vise Technologies
New York
$3.72M +$417K +3,053 +13%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.3M +$38.7K +283 +1%
Wells Fargo
22
Wells Fargo
California
$3.13M -$10.8K -79 -0.4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.05M +$136K +993 +5%
HWA
24
HHM Wealth Advisors
Tennessee
$2.88M -$173K -1,265 -6%
Citadel Advisors
25
Citadel Advisors
Florida
$2.36M +$2.29M +16,797 New