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JPMorgan Active Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPW
251
Presilium Private Wealth
Pennsylvania
$406K +$406K +7,588 New
XPN
252
XY Planning Network
Montana
$405K +$405K +7,578 New
CFS
253
CRA Financial Services
New Jersey
$403K +$53 +1 +0%
SPI
254
Sutton Place Investors
New York
$402K -$17.3K -324 -4%
GWM
255
Geneos Wealth Management
Colorado
$400K -$56.5K -1,057 -12%
EWA
256
Encompass Wealth Advisors
Oregon
$378K +$378K +7,071 New
OIA
257
OneDigital Investment Advisors
Kansas
$363K +$363K +6,789 New
SWP
258
Semus Wealth Partners
Florida
$351K +$133K +2,481 +61%
PGF
259
Plan Group Financial
Oklahoma
$351K +$12.8K +240 +4%
WCG
260
Weaver Consulting Group
California
$349K -$46.4K -867 -12%
Bank of New York Mellon
261
Bank of New York Mellon
New York
$338K +$338K +6,319 New
WAM
262
WNY Asset Management
New York
$329K +$78.2K +1,461 +31%
CA
263
Cambridge Advisors
Nebraska
$321K +$9.9K +185 +3%
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$319K -$256K -4,788 -45%
PCM
265
Parsons Capital Management
Rhode Island
$317K +$23.6K +441 +8%
NDSI
266
Newman Dignan & Sheerar Inc
Rhode Island
$317K
GSWM
267
Golden State Wealth Management
California
$316K +$3.48K +65 +1%
CF
268
Carter Financial
California
$313K +$313K +5,853 New
SWP
269
Summit Wealth Partners
Florida
$312K -$202K -3,768 -39%
ASN
270
Advisory Services Network
Georgia
$309K +$121K +2,269 +65%
VA
271
VestGen Advisors
Illinois
$305K -$9.68M -180,962 -97%
BCI
272
Brinker Capital Investments
Pennsylvania
$301K +$301K +5,633 New
SP
273
Sequent Planning
Nebraska
$288K +$35.8K +669 +14%
NEWAS
274
N.E.W. Advisory Services
Wisconsin
$287K +$233K +4,360 +436%
PFS
275
Prospect Financial Services
New York
$283K +$17K +318 +6%