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JPMorgan US Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$579M +$53.7M +874,476 +10%
S
2
SignatureFD
Georgia
$339M -$6.97M -113,539 -2%
LPL Financial
3
LPL Financial
California
$327M +$37.4M +608,974 +13%
SMA
4
Sage Mountain Advisors
Georgia
$182M +$10.9M +177,728 +7%
Morgan Stanley
5
Morgan Stanley
New York
$168M -$3.85M -62,653 -2%
JP Morgan Chase
6
JP Morgan Chase
New York
$128M +$43.1M +702,461 +53%
DJSG
7
D.J. St. Germain
Massachusetts
$122M -$26.3M -428,566 -18%
Raymond James Financial
8
Raymond James Financial
Florida
$106M +$15M +243,540 +17%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$106M -$3.9M -63,529 -4%
Bank of America
10
Bank of America
North Carolina
$94.2M +$5.14M +83,787 +6%
MWA
11
Midland Wealth Advisors
Illinois
$90.3M -$36.2M -590,339 -29%
MAC
12
Mason & Associates (California)
California
$86.9M +$1.53M +24,977 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$83.1M -$1.58M -25,663 -2%
QWM
14
Quadcap Wealth Management
Texas
$74.7M -$11.3M -184,385 -13%
Osaic Holdings
15
Osaic Holdings
Arizona
$70.5M +$1.16M +18,860 +2%
LI
16
LVZ Inc
Michigan
$62.8M +$20M +325,663 +48%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$59.4M +$6.88M +112,010 +13%
RW
18
RVW Wealth
California
$56.8M +$2.11M +34,405 +4%
FWI
19
Facet Wealth Inc
Maryland
$56.3M -$1.41M -22,947 -2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$55.1M +$5.07M +82,519 +10%
SAI
21
Savvy Advisors Inc
New York
$52M +$13.3M +215,917 +35%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.2M +$1.16M +18,948 +3%
KAS
23
Kestra Advisory Services
Texas
$45.4M +$3.52M +57,408 +9%
AWE
24
Avidian Wealth Enterprises
Texas
$45.3M +$1.19M +19,436 +3%
TFM
25
TFC Financial Management
Massachusetts
$45.3M +$959K +15,624 +2%