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JPMorgan Active Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
251
Atomi Financial Group
New York
$399K +$402K +7,427 New
WCG
252
Weaver Consulting Group
California
$397K +$43.9K +811 +12%
AWMI
253
Aegis Wealth Management (Iowa)
Iowa
$391K +$64.2K +1,186 +19%
KFG
254
Kelly Financial Group
Connecticut
$384K +$387K +7,145 New
GWS
255
Greykasell Wealth Strategies
California
$355K +$271 +5 +0.1%
SW
256
Simplicity Wealth
New Jersey
$350K +$22.9K +422 +7%
FWP
257
Firethorn Wealth Partners
Georgia
$349K +$352K +6,497 New
PGF
258
Plan Group Financial
Oklahoma
$340K +$4.49K +83 +1%
CIA
259
Concurrent Investment Advisors
Florida
$327K +$330K +6,088 New
UW
260
Unique Wealth
Florida
$326K +$328K +6,062 New
TSS
261
Taylor Securities Services
Pennsylvania
$321K -$60.1K -1,109 -16%
NDSI
262
Newman Dignan & Sheerar Inc
Rhode Island
$319K – – –
GSWM
263
Golden State Wealth Management
California
$314K +$316K +5,839 New
CA
264
Cambridge Advisors
Nebraska
$313K +$48.5K +895 +18%
WIA
265
World Investment Advisors
California
$313K +$65.8K +1,215 +26%
Morgan Stanley
266
Morgan Stanley
New York
$300K +$158K +2,924 +110%
PCM
267
Parsons Capital Management
Rhode Island
$295K +$297K +5,486 New
PFW
268
Petros Family Wealth
Minnesota
$295K -$9.48K -175 -3%
CSP
269
Cary Street Partners
Virginia
$276K +$112K +2,074 +68%
PFS
270
Prospect Financial Services
New York
$268K +$27.3K +505 +11%
QPWM
271
Quadrant Private Wealth Management
Pennsylvania
$263K – – –
LA
272
Latitude Advisors
Florida
$261K +$13.8K +254 +6%
SP
273
Sequent Planning
Nebraska
$253K +$255K +4,705 New
WAM
274
WNY Asset Management
New York
$252K +$254K +4,693 New
KIM
275
Kestra Investment Management
Texas
$235K -$249K -4,600 -51%