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JPUS

JPMorgan Diversified Return US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$395K +$17.2K +144 +4%
CW
52
CreativeOne Wealth
Kansas
$393K -$135K -1,131 -25%
AFG
53
Albion Financial Group
Utah
$365K
IF
54
Intrua Financial
Texas
$357K
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$331K -$14.4K -121 -4%
BOC
56
Blue Oak Capital
California
$328K +$343K +2,874 New
KCM
57
Kathmere Capital Management
Pennsylvania
$319K
KAS
58
Kestra Advisory Services
Texas
$317K -$37K -310 -10%
Truist Financial
59
Truist Financial
North Carolina
$314K
NSAM
60
North Star Asset Management
Wisconsin
$268K
FFN
61
Focus Financial Network
Minnesota
$263K +$1.67K +14 +0.6%
BRWA
62
B. Riley Wealth Advisors
Florida
$237K
KFG
63
Kelly Financial Group
Connecticut
$231K +$242K +2,025 New
CA
64
Continuum Advisory
Idaho
$179K -$35.8K -300 -16%
ACA
65
Aptus Capital Advisors
Alabama
$170K -$62.1K -520 -26%
MCM
66
MAI Capital Management
Ohio
$142K +$149K +1,249 New
HNB
67
Huntington National Bank
Ohio
$124K
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$119K
AA
69
Ancora Advisors
Ohio
$115K -$41.8K -350 -26%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$113K +$478 +4 +0.4%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$110K -$488K -4,087 -81%
PTC
72
Private Trust Company
Ohio
$72.6K +$71.3K +597 +1,531%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$56.6K -$266K -2,231 -82%
FFA
74
Farther Finance Advisors
California
$51.8K
SWM
75
Sanctuary Wealth Management
Idaho
$51.6K