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JPUS

JPMorgan Diversified Return US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
Modera Wealth Management
New Jersey
$148M -$2.64M -27,551 -2%
TAF
2
Tredje AP-fonden
Sweden
$77.1M +$47.5M +495,908 New
DJSG
3
D.J. St. Germain
Massachusetts
$74.2M -$4.51M -47,126 -6%
PA
4
Planning Alternatives
Michigan
$51.3M +$2.45M +25,588 +5%
UBS Group
5
UBS Group
Switzerland
$35.8M -$712K -7,435 -2%
Bank of America
6
Bank of America
North Carolina
$32.3M -$771K -8,044 -2%
Morgan Stanley
7
Morgan Stanley
New York
$22.5M -$197K -2,056 -0.9%
CW
8
CreativeOne Wealth
Kansas
$14.7M -$860K -8,976 -6%
LPL Financial
9
LPL Financial
California
$11.9M +$306K +3,195 +3%
QA
10
Quantitative Advantage
Minnesota
$9.72M +$864K +9,017 +10%
LA
11
LexAurum Advisors
Kansas
$8.96M +$679K +7,086 +8%
SIA
12
SkyView Investment Advisors
New Jersey
$7.36M
SCM
13
Sterneck Capital Management
Missouri
$6.92M +$108K +1,123 +2%
GM
14
GeoWealth Management
Illinois
$5.26M +$16K +167 +0.3%
BAM
15
Bellevue Asset Management
Washington
$4.85M +$172K +1,799 +4%
SFI
16
SPC Financial Inc
Maryland
$4.8M -$465K -4,859 -9%
HWA
17
HHM Wealth Advisors
Tennessee
$4.24M -$11.9K -124 -0.3%
Goldman Sachs
18
Goldman Sachs
New York
$4.24M
RJFSA
19
Raymond James Financial Services Advisors
Florida
$4.18M +$143K +1,491 +4%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$4.14M -$1.46M -15,244 -26%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.32M +$423K +4,417 +23%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.25M +$7.38K +77 +0.3%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$1.81M
FWM
24
Frontier Wealth Management
Missouri
$1.59M -$341K -3,563 -18%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.31M -$22.1K -231 -2%