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JPUS

JPMorgan Diversified Return US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$50.4M -$476K -6,739 -0.9%
TIM
2
Total Investment Management
Arizona
$48.1M +$1.08M +15,303 +2%
SWM
3
SVA Wealth Management
Wisconsin
$42.9M +$2.71M +38,303 +7%
NA
4
Nottingham Advisors
New York
$33.8M +$370K +5,238 +1%
FWM
5
Frontier Wealth Management
Missouri
$20.8M +$3.48M +49,205 +20%
PA
6
Planning Alternatives
Michigan
$18.7M +$3.51M +49,664 +23%
CW
7
CreativeOne Wealth
Kansas
$18M +$3.98M +56,368 +29%
Morgan Stanley
8
Morgan Stanley
New York
$16.7M +$788K +11,153 +5%
Bank of America
9
Bank of America
North Carolina
$15.7M +$362K +5,126 +2%
QA
10
Quantitative Advantage
Minnesota
$13.1M +$469K +6,642 +4%
BIAS
11
Beacon Investment Advisory Services
New Jersey
$12.2M -$347K -4,909 -3%
SCM
12
Sterneck Capital Management
Missouri
$9.57M +$3.92M +55,490 +70%
CB
13
Community Bank
New York
$8.93M +$2.12K +30 +0%
FCAG
14
First Capital Advisors Group
New Jersey
$6.38M +$1.24M +17,587 +24%
TCM
15
TD Capital Management
Tennessee
$6.11M +$4.37M +61,913 +257%
Ameriprise
16
Ameriprise
Minnesota
$5.82M +$2.68M +37,880 +86%
SCA
17
Strategic Capital Advisers
Colorado
$4.74M +$1.05M +14,904 +30%
LNC
18
Lincoln National Corp
Pennsylvania
$4.7M +$381K +5,396 +9%
CF
19
Centaurus Financial
California
$3.98M +$3.96M +56,016 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$3.65M +$3.17M +44,820 +678%
LPL Financial
21
LPL Financial
California
$2.84M -$701K -9,925 -20%
AA
22
Ancora Advisors
Ohio
$2.61M -$25.6K -362 -1%
AG
23
Advisor Group
Arizona
$2.33M -$7.77K -110 -0.3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.27M +$2.25M +31,897 New
IA
25
IFP Advisors
Florida
$2.06M +$14.9K +211 +0.7%