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JPMorgan Active Bond ETF
JBND

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
226
Triad Wealth Partners
Kansas
$671K +$37.3K +697 +6%
YWM
227
Yukon Wealth Management
Kansas
$666K -$662K -12,382 -50%
EFG
228
Everest Financial Group
Minnesota
$650K +$650K +12,149 New
CFO
229
Callan Family Office
Pennsylvania
$642K +$642K +12,003 New
AA
230
Ancora Advisors
Ohio
$618K -$16.7K -313 -3%
MWA
231
MN Wealth Advisors
Kansas
$612K -$148K -2,767 -19%
BEI
232
Benjamin Edwards Inc
Missouri
$588K +$6.9K +129 +1%
CD
233
Chapin Davis
Maryland
$584K – – –
SC
234
Scotia Capital
Ontario, Canada
$575K -$54.7K -1,022 -9%
JLBC
235
J.L. Bainbridge & Co
Florida
$572K +$572K +10,696 New
IPS
236
Investors Portfolio Services
Washington
$536K +$84.3K +1,575 +19%
JCM
237
Jacobi Capital Management
Pennsylvania
$526K +$526K +9,838 New
RWS
238
Resolute Wealth Strategies
Mississippi
$520K – – –
EWA
239
Emergent Wealth Advisors
New York
$516K -$2.19K -41 -0.4%
DAS
240
Dynamic Advisor Solutions
Arizona
$509K -$38.5K -720 -7%
BI
241
Beckerman Institutional
New Jersey
$498K +$160 +3 +0%
RFP
242
RCS Financial Planning
Maryland
$493K +$5.24K +98 +1%
CIA
243
Concurrent Investment Advisors
Florida
$486K +$160K +2,991 +49%
BFA
244
Beaumont Financial Advisors
Massachusetts
$474K -$53K -990 -10%
FWP
245
Firethorn Wealth Partners
Georgia
$473K +$126K +2,351 +36%
WA
246
Waverly Advisors
Alabama
$459K +$458K +8,570 New
AIA
247
Accelerate Investment Advisors
California
$454K +$454K +8,490 New
IAS
248
IMA Advisory Services
Colorado
$454K +$454K +8,479 New
KIM
249
Kestra Investment Management
Texas
$449K +$215K +4,021 +92%
WIA
250
World Investment Advisors
California
$447K +$135K +2,524 +43%
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