We are live on ! Find out more
JUSA

JPMorgan U.S. Research Enhanced Large Cap ETF
JUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$142M +$138M +2,110,560 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$60.5M +$58.9M +900,816 New
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$58.2M +$56.6M +865,901 New
JP Morgan Chase
4
JP Morgan Chase
New York
$39.6M +$21.2M +324,862 +120%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$25.7M +$25.1M +383,266 New
PAS
6
Park Avenue Securities
New York
$8.75M +$8.51M +130,243 New
MML Investors Services
7
MML Investors Services
Massachusetts
$8.29M +$8.07M +123,390 New
CRI
8
Colonial River Investments
Virginia
$5.01M +$4.88M +74,624 New
Osaic Holdings
9
Osaic Holdings
Arizona
$2.33M +$2.27M +34,755 New
CW
10
CreativeOne Wealth
Kansas
$2.05M +$1.99M +30,520 New
UW
11
Unique Wealth
Florida
$1.93M +$1.87M +28,673 New
Citadel Advisors
12
Citadel Advisors
Florida
$1.55M +$246K +3,769 +20%
HNH
13
Hopwood Nicholas Hunter
$1.55M +$1.5M +23,018 New
MPWT
14
MassMutual Private Wealth & Trust
Connecticut
$1.5M +$1.46M +22,329 New
LFG
15
Lockerman Financial Group
California
$1.39M +$1.36M +20,749 New
WF
16
Wayfinding Financial
Washington
$1.2M +$1.17M +17,831 New
IA
17
IFP Advisors
Florida
$963K +$937K +14,331 New
IWC
18
Integrated Wealth Concepts
Massachusetts
$931K +$906K +13,860 New
LSPW
19
Lake Street Private Wealth
Illinois
$923K +$899K +13,746 New
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$744K +$724K +11,073 New
FFA
21
Farther Finance Advisors
California
$730K +$710K +10,866 New
EWM
22
Elevation Wealth Management
Minnesota
$670K +$652K +9,971 New
FTUS
23
Flow Traders U.S.
New York
$657K +$639K +9,775 New
TRCT
24
Tower Research Capital (TRC)
New York
$641K +$624K +9,542 New
GRP
25
Global Retirement Partners
California
$519K +$505K +7,723 New
1
2