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JPMorgan Mortgage-Backed Securities ETF
JMTG

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Curi RMB Capital
26
Curi RMB Capital
Illinois
USD 34.5 M +USD 273 k +5,385 +0.8%
Raymond James Financial
27
Raymond James Financial
Florida
USD 33.6 M -USD 46.4 k -916 -0.1%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
USD 33.5 M +USD 8.16 M +161,020 +32%
Wells Fargo
29
Wells Fargo
California
USD 32.4 M +USD 5.61 M +110,722 +21%
First National Bank Sioux Falls
30
First National Bank Sioux Falls
South Dakota
USD 31.2 M – – –
Sanctuary Advisors
31
Sanctuary Advisors
Indiana
USD 30.2 M +USD 1.95 M +38,474 +7%
Diversified Portfolios Inc
32
Diversified Portfolios Inc
Michigan
USD 30 M +USD 28.3 M +558,730 +1,728%
Cabot Wealth Management
33
Cabot Wealth Management
Massachusetts
USD 24.4 M +USD 24.4 M +480,901 Nuevas
Abacus Planning Group
34
Abacus Planning Group
South Carolina
USD 19.4 M -USD 4.27 M -84,272 -18%
Bank of New York Mellon
35
Bank of New York Mellon
New York
USD 19 M +USD 1.22 M +23,995 +7%
Choice Wealth Advisors
36
Choice Wealth Advisors
Maine
USD 17.1 M +USD 642 k +12,655 +4%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
USD 15.5 M +USD 454 k +8,947 +3%
HighPoint Advisor Group
38
HighPoint Advisor Group
Illinois
USD 15.3 M -USD 7.45 M -146,847 -33%
Jones Financial Companies
39
Jones Financial Companies
Missouri
USD 14.6 M +USD 1.36 M +26,843 +10%
TrustBank
40
TrustBank
Illinois
USD 13.2 M +USD 31.9 k +629 +0.2%
Stifel Financial
41
Stifel Financial
Missouri
USD 12.4 M -USD 480 k -9,471 -4%
Modern Wealth Management
42
Modern Wealth Management
Kansas
USD 11.9 M -USD 1.94 M -38,181 -14%
SSI Investment Management
43
SSI Investment Management
California
USD 11.7 M -USD 3.91 M -77,174 -25%
Goldman Sachs
44
Goldman Sachs
New York
USD 10.5 M +USD 10.5 M +207,420 Nuevas
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
USD 9.6 M -USD 1.07 M -21,055 -10%
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
USD 8.66 M -USD 1.18 M -23,200 -12%
Beverly Hills Private Wealth
47
Beverly Hills Private Wealth
California
USD 8.46 M +USD 865 k +17,064 +11%
Invenio Wealth Partners
48
Invenio Wealth Partners
Florida
USD 8.39 M +USD 214 k +4,218 +3%
Jane Street
49
Jane Street
New York
USD 8.13 M +USD 6.51 M +128,460 +402%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
USD 7.51 M +USD 1.38 M +27,171 +22%
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