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JPUS

JPMorgan Diversified Return US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
51
Albion Financial Group
Utah
$397K
SWM
52
Spire Wealth Management
Virginia
$378K +$3.83K +31 +1%
CW
53
CreativeOne Wealth
Kansas
$359K -$6.05K -49 -2%
IFA
54
Interactive Financial Advisors
Illinois
$354K -$160K -1,294 -31%
QCM
55
Quantinno Capital Management
New York
$351K -$31.5K -255 -8%
KCM
56
Kathmere Capital Management
Pennsylvania
$347K
IF
57
Intrua Financial
Texas
$326K
FFN
58
Focus Financial Network
Minnesota
$289K -$371 -3 -0.1%
Ameriprise
59
Ameriprise
Minnesota
$275K -$73.6K -596 -21%
KAS
60
Kestra Advisory Services
Texas
$269K +$1.48K +12 +0.6%
MOS
61
MGO One Seven
Ohio
$249K
Truist Financial
62
Truist Financial
North Carolina
$248K -$87.8K -711 -26%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$207K +$1.48K +12 +0.7%
ACA
64
Aptus Capital Advisors
Alabama
$202K
GS
65
GTS Securities
Florida
$202K
BFP
66
Birchwood Financial Partners
Minnesota
$190K +$189K +1,529 New
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$159K -$15.7K -127 -9%
MCM
68
MAI Capital Management
Ohio
$156K +$371 +3 +0.2%
MWA
69
Medallion Wealth Advisors
Connecticut
$136K
OSAM
70
O'Shaughnessy Asset Management
Connecticut
$129K
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$118K
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$112K -$8.03K -65 -7%
AA
73
Ancora Advisors
Ohio
$96.1K
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$90.6K +$90.3K +731 New
HNB
75
Huntington National Bank
Ohio
$86.8K