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JPMorgan Active Bond ETF
JBND

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
226
Independent Financial Group
California
$709K -$8.61K -161 -1%
BWM
227
BAM Wealth Management
Colorado
$674K +$169K +3,151 +33%
TWP
228
Triad Wealth Partners
Kansas
$671K +$37.3K +697 +6%
YWM
229
Yukon Wealth Management
Kansas
$666K -$662K -12,382 -50%
EFG
230
Everest Financial Group
Minnesota
$650K +$650K +12,149 New
CFO
231
Callan Family Office
Pennsylvania
$642K +$642K +12,003 New
AA
232
Ancora Advisors
Ohio
$618K -$16.7K -313 -3%
MWA
233
MN Wealth Advisors
Kansas
$612K -$148K -2,767 -19%
BEI
234
Benjamin Edwards Inc
Missouri
$588K +$6.9K +129 +1%
CD
235
Chapin Davis
Maryland
$584K – – –
SC
236
Scotia Capital
Ontario, Canada
$575K -$54.7K -1,022 -9%
JLBC
237
J.L. Bainbridge & Co
Florida
$572K +$572K +10,696 New
IPS
238
Investors Portfolio Services
Washington
$536K +$84.3K +1,575 +19%
JCM
239
Jacobi Capital Management
Pennsylvania
$526K +$526K +9,838 New
RWS
240
Resolute Wealth Strategies
Mississippi
$520K – – –
EWA
241
Emergent Wealth Advisors
New York
$516K -$2.19K -41 -0.4%
DAS
242
Dynamic Advisor Solutions
Arizona
$509K -$38.5K -720 -7%
BI
243
Beckerman Institutional
New Jersey
$498K +$160 +3 +0%
RFP
244
RCS Financial Planning
Maryland
$493K +$5.24K +98 +1%
CIA
245
Concurrent Investment Advisors
Florida
$486K +$160K +2,991 +49%
BFA
246
Beaumont Financial Advisors
Massachusetts
$474K -$53K -990 -10%
FWP
247
Firethorn Wealth Partners
Georgia
$473K +$126K +2,351 +36%
WA
248
Waverly Advisors
Alabama
$459K +$458K +8,570 New
AIA
249
Accelerate Investment Advisors
California
$454K +$454K +8,490 New
IAS
250
IMA Advisory Services
Colorado
$454K +$454K +8,479 New
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