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JPMorgan Active Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
WBH Advisory
Maryland
$579K +$588K +11,073 New
WWM
77
Western Wealth Management
Colorado
$538K +$218K +4,104 +66%
TCWM
78
Total Clarity Wealth Management
Illinois
$517K -$106K -1,988 -17%
PIA
79
Perennial Investment Advisors
California
$497K +$505K +9,506 New
KW
80
KWB Wealth
California
$485K +$471K +8,870 New
RIA
81
Regal Investment Advisors
Michigan
$464K +$472K +8,888 New
AG
82
Ascent Group
Virginia
$446K +$453K +8,527 New
SPI
83
Sutton Place Investors
New York
$430K +$437K +8,223 New
Focus Partners Wealth
84
Focus Partners Wealth
Massachusetts
$387K +$3.82K +72 +1%
TPWA
85
Twin Peaks Wealth Advisors
California
$377K +$383K +7,215 New
TWP
86
Triad Wealth Partners
Kansas
$359K +$365K +6,880 New
CSPIA
87
Cary Street Partners Investment Advisory
Virginia
$258K +$262K +4,932 New
LA
88
Lifeworks Advisors
Michigan
$246K +$250K +4,717 New
FAIM
89
Financial Advocates Investment Management
Washington
$240K
TSS
90
Two Sigma Securities
New York
$234K +$238K +4,479 New
FFS
91
Forge Financial Services
Oklahoma
$223K +$224K +4,227 New
BI
92
Beckerman Institutional
New Jersey
$221K +$159 +3 +0.1%
QPWM
93
Quadrant Private Wealth Management
Pennsylvania
$210K
PTC
94
Private Trust Company
Ohio
$207K +$7.12K +134 +3%
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
$205K +$208K +3,926 New
RWS
96
Resolute Wealth Strategies
Mississippi
$201K
IA
97
IFP Advisors
Florida
$176K +$27.2K +512 +18%
BTI
98
Blue Trust Inc
Georgia
$157K +$159K +3,000 New
JWA
99
JFS Wealth Advisors
Pennsylvania
$151K +$153K +2,889 New
MCM
100
MidAtlantic Capital Management
Virginia
$149K +$151K +2,844 New