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JPUS

JPMorgan Diversified Return US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VT
51
Vise Technologies
New York
$357K -$3M -24,711 -90%
VA
52
VestGen Advisors
Illinois
$352K
Ameriprise
53
Ameriprise
Minnesota
$352K +$21.1K +174 +7%
KCM
54
Kathmere Capital Management
Pennsylvania
$347K
Truist Financial
55
Truist Financial
North Carolina
$336K -$2.55K -21 -0.8%
IF
56
Intrua Financial
Texas
$326K
FFN
57
Focus Financial Network
Minnesota
$289K +$1.21K +10 +0.4%
KAS
58
Kestra Advisory Services
Texas
$267K -$29.5K -243 -10%
MOS
59
MGO One Seven
Ohio
$249K
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$233K +$228K +1,882 New
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$206K +$201K +1,660 New
ACA
62
Aptus Capital Advisors
Alabama
$202K +$16.9K +139 +9%
GS
63
GTS Securities
Florida
$202K +$198K +1,629 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$175K
MCM
65
MAI Capital Management
Ohio
$155K +$121 +1 +0.1%
MWA
66
Medallion Wealth Advisors
Connecticut
$136K
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$129K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$120K -$3.4K -28 -3%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$117K
ASN
70
Advisory Services Network
Georgia
$115K +$113K +928 New
AA
71
Ancora Advisors
Ohio
$96K -$16.5K -136 -15%
HNB
72
Huntington National Bank
Ohio
$86.7K
PTC
73
Private Trust Company
Ohio
$72.7K -$2.18K -18 -3%
AT
74
Arlington Trust
Alabama
$62K
GWM
75
Geneos Wealth Management
Colorado
$50.8K