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JPMorgan Active Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
126
JFS Wealth Advisors
Pennsylvania
$101K -$52.8K -1,000 -35%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$81.9K +$80.8K +1,531 New
AG
128
AmeriFlex Group
Nevada
$58.4K – – –
GWM
129
Geneos Wealth Management
Colorado
$54.7K -$60K -1,137 -53%
MSFP
130
Mark Sheptoff Financial Planning
Connecticut
$30K – – –
FFA
131
Farther Finance Advisors
California
$26.7K +$10.6K +200 +67%
CSP
132
Cary Street Partners
Virginia
$20K +$19.7K +374 New
LFA
133
LGT Financial Advisors
Texas
$18.9K -$2.01K -38 -10%
BWM
134
Bernard Wealth Management
Michigan
$12K – – –
CWP
135
Clark Wealth Partners
Illinois
$7.82K – – –
SPIA
136
Steward Partners Investment Advisory
New York
$4.33K – – –
CT
137
Clearstead Trust
Maine
$4.28K +$4.22K +80 New
UBS Group
138
UBS Group
Switzerland
$2.89K +$2.85K +54 New
SWM
139
Spire Wealth Management
Virginia
$1.71K – – –
Fidelity Investments
140
Fidelity Investments
Massachusetts
$430 – – –
IAA
141
Independent Advisor Alliance
North Carolina
– -$32M -612,443 Closed
AT
142
American Trust
Kentucky
– -$15.7M -300,079 Closed
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
– -$3.84M -73,484 Closed
OMC
144
Old Mission Capital
Illinois
– -$3.48M -66,553 Closed
LA
145
Lifeworks Advisors
Michigan
– -$246K -4,717 Closed
FAIM
146
Financial Advocates Investment Management
Washington
– -$240K -4,600 Closed
TSS
147
Two Sigma Securities
New York
– -$234K -4,479 Closed
Envestnet Portfolio Solutions
148
Envestnet Portfolio Solutions
Illinois
– -$205K -3,926 Closed
MCM
149
MidAtlantic Capital Management
Virginia
– -$149K -2,844 Closed
CAS
150
Coppell Advisory Solutions
Texas
– -$123K -2,350 Closed