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JPMorgan US Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$49.4M -$1.82M -54,535 -3%
CCA
2
Cobblestone Capital Advisors
New York
$30.6M +$699K +21,000 +2%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$25.9M +$204K +6,120 +0.7%
LPL Financial
4
LPL Financial
California
$18.3M +$4.33M +129,963 +27%
Cerity Partners
5
Cerity Partners
New York
$15.4M +$405K +12,177 +2%
CAL
6
Capital Analysts LLC
Pennsylvania
$13.8M +$485K +14,579 +3%
RWP
7
RWA Wealth Partners
Massachusetts
$13.4M -$7.88M -236,692 -34%
SPC
8
Sigma Planning Corp
Michigan
$12.9M -$88.2K -2,650 -0.6%
Morgan Stanley
9
Morgan Stanley
New York
$8.97M -$2.62M -78,602 -21%
JIP
10
Jaffetilchin Investment Partners
Florida
$5.55M -$10.6M -316,977 -63%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.52M +$278K +8,364 +5%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$5.1M +$279K +8,381 +5%
IWC
13
Integrated Wealth Concepts
Massachusetts
$4.91M +$688K +20,679 +14%
5L
14
55I LLC
Massachusetts
$4.88M -$720K -21,625 -12%
PS
15
Planned Solutions
California
$4.84M +$5.41M +162,528 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.39M +$2.18M +65,625 +80%
KCM
17
Kathmere Capital Management
Pennsylvania
$4.25M +$4.26M +127,925 +869%
Bank of America
18
Bank of America
North Carolina
$4.15M -$964K -28,950 -17%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$3.68M +$755K +22,678 +22%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$3.16M +$281K +8,435 +9%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.03M +$501K +15,057 +17%
IA
22
Integrity Advisory
Kansas
$2.51M -$316K -9,492 -10%
HIP
23
HUB Investment Partners
Texas
$2.46M -$50.7K -1,524 -2%
Bank of Nova Scotia
24
Bank of Nova Scotia
Ontario, Canada
$2.44M -$695K -20,867 -20%
MPWT
25
MassMutual Private Wealth & Trust
Connecticut
$2.04M -$504K -15,140 -18%