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JPMorgan Active Bond ETF
JBND

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
MONECO Advisors
176
MONECO Advisors
Connecticut
USD 1.75 M +USD 1.75 M +32,675 Nuevas
Perigon Wealth Management
177
Perigon Wealth Management
California
USD 1.67 M +USD 1.67 M +31,217 Nuevas
Cary Street Partners Investment Advisory
178
Cary Street Partners Investment Advisory
Virginia
USD 1.63 M +USD 715 k +13,363 +78%
Kelly Financial Group
179
Kelly Financial Group
Connecticut
USD 1.6 M +USD 1.22 M +22,844 +320%
Truist Financial
180
Truist Financial
North Carolina
USD 1.6 M +USD 171 k +3,189 +12%
Ignite Planners
181
Ignite Planners
California
USD 1.58 M +USD 305 k +5,694 +24%
GeoWealth Management
182
GeoWealth Management
Illinois
USD 1.56 M +USD 488 k +9,116 +45%
Sequoia Financial Advisors
183
Sequoia Financial Advisors
Ohio
USD 1.56 M -USD 1.45 M -27,080 -48%
Legacy Wealth Management (Idaho)
184
Legacy Wealth Management (Idaho)
Idaho
USD 1.55 M -USD 485 k -9,059 -24%
Retirement Income Solutions
185
Retirement Income Solutions
Michigan
USD 1.53 M – – –
Aurdan Capital Management
186
Aurdan Capital Management
Pennsylvania
USD 1.48 M +USD 44.7 k +835 +3%
Avaii Wealth Management
187
Avaii Wealth Management
Wisconsin
USD 1.47 M +USD 186 k +3,485 +14%
Bleakley Financial Group
188
Bleakley Financial Group
New Jersey
USD 1.46 M -USD 1.74 M -32,450 -54%
TA
189
TrueWealth Advisors
Alabama
USD 1.4 M +USD 108 k +2,018 +8%
Envestnet Portfolio Solutions
190
Envestnet Portfolio Solutions
Illinois
USD 1.38 M +USD 926 k +17,306 +206%
Purus Wealth Management
191
Purus Wealth Management
California
USD 1.36 M +USD 531 k +9,929 +64%
Lake Street Private Wealth
192
Lake Street Private Wealth
Illinois
USD 1.32 M +USD 138 k +2,577 +12%
Sterling Investment Advisors (Pennsylvania)
193
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
USD 1.31 M – – –
Farrell Financial
194
Farrell Financial
New York
USD 1.3 M +USD 211 k +3,947 +19%
Herold Advisors
195
Herold Advisors
New York
USD 1.3 M +USD 607 k +11,339 +87%
Elevation Wealth Management
196
Elevation Wealth Management
Minnesota
USD 1.3 M +USD 324 k +6,053 +33%
Asset One Wealth Management
197
Asset One Wealth Management
Washington
USD 1.27 M -USD 100 k -1,875 -7%
Belpointe Asset Management
198
Belpointe Asset Management
Nevada
USD 1.21 M +USD 302 k +5,652 +33%
Private Trust Company
199
Private Trust Company
Ohio
USD 1.16 M +USD 292 k +5,466 +34%
Heritage Wealth Management (Ohio)
200
Heritage Wealth Management (Ohio)
Ohio
USD 1.15 M +USD 118 k +2,210 +12%
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