We are live on ! Find out more
JVAL icon

JPMorgan US Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$73M +$35.2M +696,074 +87%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$58.6M +$714K +14,131 +1%
AWE
3
Avidian Wealth Enterprises
Texas
$57.9M +$7.48M +147,964 +14%
LPL Financial
4
LPL Financial
California
$31.5M -$460K -9,114 -1%
Bank of America
5
Bank of America
North Carolina
$27.3M +$1.08M +21,394 +4%
JP Morgan Chase
6
JP Morgan Chase
New York
$27.3M +$9.39M +185,824 +48%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$19.2M -$2.13M -42,136 -10%
MFG
8
Mainsail Financial Group
Washington
$19.1M +$456K +9,025 +2%
GAG
9
Goodman Advisory Group
Massachusetts
$18.4M -$1.12M -22,137 -6%
AI
10
Atria Investments
North Carolina
$10.4M +$4.41M +87,319 +69%
Cerity Partners
11
Cerity Partners
New York
$8.6M -$16.5M -325,772 -65%
AR
12
Apeiron RIA
Texas
$8.57M -$429K -8,491 -5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$8.55M -$9.24K -183 -0.1%
CAP
14
Columbia Advisory Partners
Washington
$7.99M +$1.62K +32 +0%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$7.55M -$763K -15,102 -9%
MCA
16
Magnolia Capital Advisors
Mississippi
$7.53M +$7.78M +154,038 New
Mariner
17
Mariner
Kansas
$7.19M -$180K -3,572 -2%
PS
18
Planned Solutions
California
$7.06M -$50.8K -1,005 -0.7%
KCM
19
Kathmere Capital Management
Pennsylvania
$6.58M -$115K -2,270 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$6.58M -$491K -9,719 -7%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$6.28M +$1.2M +23,761 +23%
Raymond James Financial
22
Raymond James Financial
Florida
$5.76M -$514K -10,176 -8%
BCI
23
Brinker Capital Investments
Pennsylvania
$5.71M -$1.24M -24,529 -17%
Morgan Stanley
24
Morgan Stanley
New York
$4.98M +$258K +5,098 +5%
OPWM
25
Oxinas Partners Wealth Management
Indiana
$4.38M +$4.53M +89,720 New