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JPMorgan US Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
3IP
101
3Chopt Investment Partners
Virginia
$242K
MS
102
Monetary Solutions
Ohio
$240K +$248K +4,906 New
BWM
103
BNB Wealth Management
Maryland
$236K
PEA
104
Park Edge Advisors
Ohio
$232K
Fidelity Investments
105
Fidelity Investments
Massachusetts
$231K +$30.2K +597 +14%
EWM
106
Elevation Wealth Management
Minnesota
$231K +$239K +4,728 New
CDWM
107
Campbell Deegan Wealth Management
Virginia
$230K +$808 +16 +0.3%
IFG
108
Independent Financial Group
California
$230K
AI
109
Accredited Investors
Minnesota
$227K -$7.68K -152 -3%
SB
110
Strategic Blueprint
Georgia
$223K +$808 +16 +0.4%
HNH
111
Hopwood Nicholas Hunter
$212K +$219K +4,329 New
WANY
112
Wealthspire Advisors (New York)
New York
$211K -$77.8K -1,540 -26%
AC
113
Anson Capital
Georgia
$210K -$758 -15 -0.3%
AWM
114
Avaii Wealth Management
Wisconsin
$210K -$1.52K -30 -0.7%
BFG
115
Berger Financial Group
Minnesota
$209K
SWRP
116
Summit Wealth & Retirement Planning
California
$204K -$20.1K -397 -9%
IAA
117
Independent Advisor Alliance
North Carolina
$204K +$211K +4,172 New
TWM
118
TopTier Wealth Management
Wisconsin
$200K +$152 +3 +0.1%
GWM
119
Geneos Wealth Management
Colorado
$155K +$29.4K +581 +22%
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$140K +$145K +2,866 New
LC
121
Lavaca Capital
Texas
$125K -$859 -17 -0.7%
CAL
122
Capital Analysts LLC
Pennsylvania
$116K -$29.3K -579 -20%
UCB
123
United Community Bank
South Carolina
$103K +$106K +2,101 New
NS
124
NBC Securities
Alabama
$79.9K +$82.6K +1,635 New
SWP
125
SIMA Wealth Partners
Virginia
$79.2K