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JPUS

JPMorgan Diversified Return US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Total Investment Management
Arizona
$50.7M +$226K +3,059 +0.5%
SWM
2
SVA Wealth Management
Wisconsin
$46.2M +$1.18M +16,004 +3%
UBS Group
3
UBS Group
Switzerland
$40.8M -$12M -162,754 -23%
NA
4
Nottingham Advisors
New York
$28.7M -$6.84M -92,681 -20%
FWM
5
Frontier Wealth Management
Missouri
$24.4M +$2.5M +33,869 +12%
CW
6
CreativeOne Wealth
Kansas
$22.5M +$3.58M +48,451 +19%
PA
7
Planning Alternatives
Michigan
$20.4M +$789K +10,688 +4%
Morgan Stanley
8
Morgan Stanley
New York
$14.9M -$2.57M -34,837 -15%
Bank of America
9
Bank of America
North Carolina
$14.9M -$1.54M -20,916 -9%
QA
10
Quantitative Advantage
Minnesota
$13.8M +$86.5K +1,172 +0.6%
BIAS
11
Beacon Investment Advisory Services
New Jersey
$12.1M -$752K -10,194 -6%
Jane Street
12
Jane Street
New York
$12.1M +$12M +161,979 New
MIAN
13
Mariner Independent Advisor Network
Kansas
$10M +$9.92M +134,415 New
SCM
14
Sterneck Capital Management
Missouri
$9.31M -$724K -9,815 -7%
Goldman Sachs
15
Goldman Sachs
New York
$8.95M +$8.86M +120,019 New
Ameriprise
16
Ameriprise
Minnesota
$7.6M +$1.49M +20,140 +25%
CB
17
Community Bank
New York
$7.44M -$1.91M -25,845 -21%
FCAG
18
First Capital Advisors Group
New Jersey
$6.84M +$142K +1,920 +2%
TCM
19
TD Capital Management
Tennessee
$6.55M +$141K +1,913 +2%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$5.52M +$1.67M +22,579 +44%
CA
21
Cetera Advisors
Colorado
$5.38M +$3.61M +48,944 +211%
LNC
22
Lincoln National Corp
Pennsylvania
$4.62M -$311K -4,215 -6%
CF
23
Centaurus Financial
California
$4.44M +$294K +3,984 +7%
SCA
24
Strategic Capital Advisers
Colorado
$4.33M -$457K -6,189 -10%
AG
25
Advisor Group
Arizona
$3.63M +$1.18M +15,948 +49%