We are live on ! Find out more
JBND icon

JPMorgan Active Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
301
Mark Sheptoff Financial Planning
Connecticut
$25.8K -$24.5K -452 -48%
PF
302
PlanVest Financial
Maryland
$24.9K +$25.1K +463 New
DJSG
303
D.J. St. Germain
Massachusetts
$19.1K +$19.3K +356 New
BWM
304
Bernard Wealth Management
Michigan
$12.1K – – –
MCM
305
MAI Capital Management
Ohio
$10.7K +$10.8K +200 New
CWP
306
Clark Wealth Partners
Illinois
$7.86K – – –
SS
307
Sunbelt Securities
Texas
$6.42K +$6.44K +119 New
TCM
308
Triumph Capital Management
Colorado
$4.41K -$1.9K -35 -30%
CT
309
Colonial Trust
South Carolina
$4.25K – – –
EF
310
Entrust Financial
Pennsylvania
$1.31K – – –
ACM
311
Anfield Capital Management
California
$323 +$325 +6 New
IA
312
IFG Advisory
Georgia
– -$4.32M -79,881 Closed
Thrivent Financial for Lutherans
313
Thrivent Financial for Lutherans
Minnesota
– -$1.68M -30,982 Closed
CAS
314
Coppell Advisory Solutions
Texas
– -$1.18M -21,717 Closed
JWCA
315
J.W. Cole Advisors
Florida
– -$681K -12,592 Closed
KA
316
Kure Advisory
Minnesota
– -$216K -3,986 Closed
MCM
317
MidAtlantic Capital Management
Virginia
– -$157K -2,910 Closed
RFP
318
Root Financial Partners
California
– -$95.3K -1,762 Closed
S
319
SignatureFD
Georgia
– -$40.6K -750 Closed
FW
320
Fairway Wealth
Ohio
– -$34.8K -643 Closed
MA
321
MCF Advisors
Kentucky
– -$17.6K -325 Closed
WBWA
322
William B. Walkup & Associates
South Carolina
– -$10.9K -201 Closed
OSAM
323
O'Shaughnessy Asset Management
Connecticut
– -$1.89K -35 Closed