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JPMorgan Active Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
26
Larson Financial Group
Missouri
$29.6M +$9M +167,756 +44%
SWP
27
Sagespring Wealth Partners
Tennessee
$29.1M +$9.09M +169,439 +46%
NW
28
NewEdge Wealth
Pennsylvania
$25M +$2.11M +39,390 +9%
CFS
29
CGC Financial Services
Oregon
$24M +$19.5K +363 +0.1%
EL
30
Essex LLC
Illinois
$22.9M +$20.8M +387,320 +1,064%
MIC
31
Means Investment Company
Maine
$21.7M +$1.92M +35,894 +10%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$20.9M -$1.38M -25,761 -6%
OPAM
33
Ocean Park Asset Management
California
$19M +$18.9M +351,700 New
CIAS
34
Capital Investment Advisory Services
North Carolina
$18.5M +$1.37M +25,495 +8%
PVI
35
Pine Valley Investments
New Jersey
$17.2M +$628K +11,706 +4%
SWM
36
Spire Wealth Management
Virginia
$16.1M +$15.9M +297,203 +900,615%
DADC
37
D.A. Davidson & Co
Montana
$15.9M +$294K +5,478 +2%
HighTower Advisors
38
HighTower Advisors
Illinois
$15.9M +$518K +9,662 +3%
SAM
39
Smithbridge Asset Management
Pennsylvania
$15.5M +$15.3M +285,340 New
PWA
40
Peterson Wealth Advisors
Utah
$15.2M +$5.66M +105,516 +60%
CA
41
CGN Advisors
Kansas
$14.9M +$1.11M +20,755 +8%
KPWS
42
Kestra Private Wealth Services
Texas
$14.8M +$1.12M +20,866 +8%
SA
43
Sonoma Allocations
California
$14.6M +$14.3M +267,032 New
PWM
44
Pinnacle Wealth Management
California
$14.4M +$1.53M +28,471 +12%
SG
45
StoneX Group
New York
$12.9M -$1.35M -25,265 -10%
VA
46
VestGen Advisors
Illinois
$12.9M +$87.2K +1,627 +0.7%
RA
47
Ruggaard & Associates
Ohio
$12.5M +$156K +2,910 +1%
Osaic Holdings
48
Osaic Holdings
Arizona
$12.3M +$2.69M +50,250 +28%
EIA
49
Eldridge Investment Advisors
New Hampshire
$11.7M +$760K +14,180 +7%
SAI
50
Savvy Advisors Inc
New York
$11.4M +$295K +5,500 +3%