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JPUS

JPMorgan Diversified Return US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Sanctuary Wealth Management
Idaho
$525K -$55K -750 -8%
RJA
52
Raymond James & Associates
Florida
$490K +$58.7K +800 +11%
DLCIG
53
D.L. Carlson Investment Group
New Hampshire
$487K -$68.9K -940 -10%
GTAM
54
Global Trust Asset Management
Florida
$473K -$509K -6,940 -47%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$461K +$303K +4,132 +111%
SP
56
SWS Partners
Ohio
$426K +$533K +7,269 New
CGFA
57
Colton Groome Financial Advisors
North Carolina
$350K +$438K +5,972 New
FHC
58
First Heartland Consultants
Missouri
$327K +$2.27K +31 +0.6%
Creative Planning
59
Creative Planning
Kansas
$326K +$408K +5,565 New
PAG
60
Private Advisor Group
New Jersey
$296K +$12.2K +166 +3%
Citigroup
61
Citigroup
New York
$262K +$158K +2,149 +92%
IFA
62
Interactive Financial Advisors
Illinois
$256K -$65.4K -892 -17%
EFS
63
Essex Financial Services
Connecticut
$239K +$53.6K +731 +22%
KCM
64
Kathmere Capital Management
Pennsylvania
$204K +$256K +3,485 New
GWM
65
Geneos Wealth Management
Colorado
$153K -$600K -8,177 -76%
JP Morgan Chase
66
JP Morgan Chase
New York
$140K -$733 -10 -0.4%
CAL
67
Capital Analysts LLC
Pennsylvania
$124K +$8.8K +120 +6%
AIC
68
Ameritas Investment Company
Nebraska
$113K +$141K +1,923 New
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$86K +$30.3K +413 +39%
US Bancorp
70
US Bancorp
Minnesota
$79K +$36.7K +500 +59%
MA
71
MUFG Americas
New York
$78K +$37.9K +517 +63%
LFG
72
LifePlan Financial Group
Ohio
$72K -$56.3K -767 -38%
Wells Fargo
73
Wells Fargo
California
$71K -$74.3K -1,013 -45%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$57K -$132K -1,795 -65%
TCM
75
TD Capital Management
Tennessee
$53K -$276K -3,763 -81%