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JPMorgan US Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$58.1M +$57M +1,179,471 +23,713%
AWE
2
Avidian Wealth Enterprises
Texas
$50.9M +$1.94M +40,175 +4%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$39.1M +$496K +10,268 +1%
LPL Financial
4
LPL Financial
California
$32.1M -$11.1M -229,407 -26%
Bank of America
5
Bank of America
North Carolina
$26.4M +$1.07M +22,153 +4%
Cerity Partners
6
Cerity Partners
New York
$24.6M -$1.57M -32,406 -6%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$21.6M +$5.35M +110,666 +34%
GAG
8
Goodman Advisory Group
Massachusetts
$19.5M +$19.3M +398,231 New
JP Morgan Chase
9
JP Morgan Chase
New York
$19M -$105K -2,167 -0.6%
MFG
10
Mainsail Financial Group
Washington
$18.7M +$363K +7,513 +2%
AR
11
Apeiron RIA
Texas
$9.42M -$1.54M -31,925 -15%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$8.6M +$1.34M +27,806 +19%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$8.32M -$3.05K -63 -0%
CAP
14
Columbia Advisory Partners
Washington
$8.02M -$62K -1,283 -0.8%
Mariner
15
Mariner
Kansas
$7.4M +$6.55M +135,560 +891%
PS
16
Planned Solutions
California
$7.14M -$84.5K -1,747 -1%
Osaic Holdings
17
Osaic Holdings
Arizona
$7.08M -$1.45M -29,943 -17%
BCI
18
Brinker Capital Investments
Pennsylvania
$6.94M -$419K -8,672 -6%
KCM
19
Kathmere Capital Management
Pennsylvania
$6.72M -$154K -3,181 -2%
Raymond James Financial
20
Raymond James Financial
Florida
$6.28M -$140K -2,891 -2%
AI
21
Atria Investments
North Carolina
$6.2M -$1.12M -23,086 -15%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$5.15M +$1.16M +23,903 +30%
Morgan Stanley
23
Morgan Stanley
New York
$4.75M -$24.4K -505 -0.5%
Goldman Sachs
24
Goldman Sachs
New York
$4.08M +$642K +13,272 +19%
IB
25
Intrust Bank
Kansas
$3.35M -$104K -2,150 -3%