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JPUS

JPMorgan Diversified Return US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NSAM
51
North Star Asset Management
Wisconsin
$311K +$308K +3,213 New
IFA
52
Interactive Financial Advisors
Illinois
$289K -$31.2K -326 -10%
TA
53
TrueWealth Advisors
Alabama
$285K -$6.61K -69 -2%
KCM
54
Kathmere Capital Management
Pennsylvania
$271K
CA
55
Continuum Advisory
Idaho
$264K +$8.24K +86 +3%
CFG
56
Cooper Financial Group
California
$241K -$19.9K -208 -8%
AIC
57
Ameritas Investment Company
Nebraska
$213K +$194K +2,025 New
MWA
58
Motive Wealth Advisors
Michigan
$207K +$205K +2,139 New
FM
59
Foster & Motley
Ohio
$205K +$203K +2,115 New
SWM
60
Sanctuary Wealth Management
Idaho
$200K -$529K -5,524 -73%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$165K -$10.3K -108 -6%
MA
62
MUFG Americas
New York
$117K -$11.9K -124 -9%
ASN
63
Advisory Services Network
Georgia
$97K +$95.8K +1,000 New
Wells Fargo
64
Wells Fargo
California
$81K
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$58K +$57.2K +597 New
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$55K +$53.8K +562 New
MPWT
67
MassMutual Private Wealth & Trust
Connecticut
$42K
BW
68
Bison Wealth
Georgia
$37K
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$35K
Barclays
70
Barclays
United Kingdom
$31K +$2.97K +31 +11%
JWBC
71
John W. Brooker & Co
California
$15K
TCM
72
TD Capital Management
Tennessee
$12K -$2.78K -29 -19%
HI
73
Harbour Investments
Wisconsin
$2K
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$2K +$2.01K +21 New
CFGS
75
Concourse Financial Group Securities
Alabama
$1K