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JPMorgan Betabuilders U.S. Equity Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Curtis Ellergodt Rothschild Investment LLC | 22 | $2,330 | $3,054.26 | $724.26 | 31.08% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 178,000 | $23.98M | $24.71M | $731,617.01 | 3.05% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 289 | $25,036.79 | $40,121.87 | $15,085.08 | 60.25% |
| MBV Matthew B. Vawter NATIONS FINANCIAL GROUP Inc., /IA/ /ADV | 13,163 | $1.36M | $1.81M | $453,844.52 | 33.41% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 2,873 | $312,074.58 | $398,858.59 | $86,784.01 | 27.81% |
| SS Scott Solod Kelly Financial Group LLC | 525,879 | $57.07M | $72.4M | $15.32M | 26.85% |
| TB Thomas Baker Blue Oak Capital LLC | 99,537 | $10.54M | $13.83M | $3.29M | 31.17% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 70,693 | $8.39M | $9.84M | $1.45M | 17.27% |
 Jeff Ameen Spire Wealth Management | 1,474 | $160,011.31 | $205,225.02 | $45,213.71 | 28.26% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 6,099 | $726,366.66 | $847,578.03 | $121,211.37 | 16.69% |
 Shad Lamm Keystone Wealth Services LLC | 12,703 | $1.49M | $1.76M | $267,969.78 | 18% |
 Kevin B. Crawford JB Capital LLC | 1,981 | $221,974.6 | $274,170.4 | $52,195.8 | 23.51% |
 Larry Herold Herold Advisors Inc. | 2,000 | $157,500 | $276,790 | $119,290 | 75.74% |
| RE Rod Ehrlich Wayfinding Financial LLC | 52,784 | $4.84M | $7.35M | $2.52M | 52.02% |
 Marshall McCormick Fingerlakes Wealth Management Inc. | 33,379 | $3.46M | $4.65M | $1.19M | 34.31% |
 Paul Elam Oak Harbor Wealth Partners LLC | 2,427 | $297,826.62 | $336,527.82 | $38,701.2 | 12.99% |
 William Jollie Quent Capital LLC | 28 | $3,452.68 | $3,898.44 | $445.76 | 12.91% |
 Dalila Toledo Ascent Group LLC | 97,518 | $10.18M | $13.42M | $3.24M | 31.86% |
 Amanda Hawley Atria Wealth Solutions Inc. | 3,555 | $351,289.21 | $494,962.65 | $143,673.44 | 40.9% |
 Kevin Zemann WealthPlan Investment Management LLC | 3,007 | $336,543.44 | $417,461.81 | $80,918.37 | 24.04% |
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