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JPUS

JPMorgan Diversified Return US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
51
Wealthedge Investment Advisors
New York
$410K -$13.2K -101 -3%
CW
52
CreativeOne Wealth
Kansas
$377K
EWA
53
Etesian Wealth Advisors
Oregon
$366K -$57.9K -441 -14%
KCM
54
Kathmere Capital Management
Pennsylvania
$364K
GWP
55
Gateway Wealth Partners
Wisconsin
$359K +$361K +2,754 New
IFA
56
Interactive Financial Advisors
Illinois
$357K -$15.9K -121 -4%
IF
57
Intrua Financial
Texas
$342K
QCM
58
Quantinno Capital Management
New York
$322K -$46.4K -354 -13%
FFN
59
Focus Financial Network
Minnesota
$304K +$1.05K +8 +0.3%
KAS
60
Kestra Advisory Services
Texas
$283K +$1.05K +8 +0.4%
MT
61
Midwest Trust
Kansas
$267K +$269K +2,047 New
MOS
62
MGO One Seven
Ohio
$262K
Truist Financial
63
Truist Financial
North Carolina
$260K
SF
64
Summit Financial
New Jersey
$226K +$228K +1,735 New
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$219K +$918 +7 +0.4%
ACA
66
Aptus Capital Advisors
Alabama
$212K
GS
67
GTS Securities
Florida
$212K
AC
68
Apella Capital
Connecticut
$207K +$198K +1,510 New
BFP
69
Birchwood Financial Partners
Minnesota
$200K +$918 +7 +0.5%
OSAM
70
O'Shaughnessy Asset Management
Connecticut
$183K +$47.6K +363 +35%
MCM
71
MAI Capital Management
Ohio
$164K +$131 +1 +0.1%
UBS AM
72
UBS AM
Illinois
$157K +$158K +1,208 New
MWA
73
Medallion Wealth Advisors
Connecticut
$143K
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$143K -$24.4K -186 -14%
HI
75
Horizon Investments
North Carolina
$130K +$65.6K +500 +100%