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JPMorgan Active Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPCA
151
Madison Park Capital Advisors
Washington
$504K +$499K +9,302 New
CAWM
152
Capital Advisors Wealth Management
Washington
$497K +$492K +9,168 New
KAS
153
Kestra Advisory Services
Texas
$491K +$160K +2,990 +49%
BPA
154
Beacon Pointe Advisors
California
$491K +$486K +9,057 New
IWM
155
IHT Wealth Management
Illinois
$440K +$436K +8,123 New
TWP
156
Triad Wealth Partners
Kansas
$438K -$58.3K -1,088 -12%
SPI
157
Sutton Place Investors
New York
$426K +$41.3K +770 +11%
RWS
158
Resolute Wealth Strategies
Mississippi
$418K +$100K +1,867 +32%
CFS
159
Coordinated Financial Services
Colorado
$389K -$36K -672 -9%
5W
160
5T Wealth
California
$385K +$381K +7,100 New
FGA
161
Fortis Group Advisors
New Jersey
$383K -$428K -7,981 -53%
PS
162
Principal Securities
Iowa
$382K +$304K +5,672 +409%
Focus Partners Wealth
163
Focus Partners Wealth
Massachusetts
$358K -$185K -3,459 -34%
GWS
164
Greykasell Wealth Strategies
California
$357K +$353K +6,589 New
Betterment LLC
165
Betterment LLC
New York
$343K +$340K +6,339 New
NDSI
166
Newman Dignan & Sheerar Inc
Rhode Island
$321K
FF
167
Fortitude Financial
Washington
$313K +$310K +5,778 New
NL
168
NWAM LLC
Washington
$310K +$67.6K +1,260 +29%
DAS
169
Dynamic Advisor Solutions
Arizona
$304K +$301K +5,612 New
MOS
170
MGO One Seven
Ohio
$302K +$299K +5,567 New
OMC
171
Old Mission Capital
Illinois
$292K +$289K +5,390 New
PA
172
Pinnacle Associates
New York
$289K +$287K +5,345 New
PWMAG
173
Pinnacle Wealth Management Advisory Group
New Jersey
$289K +$287K +5,345 New
VAM
174
Vienna Asset Management
California
$270K -$1.91M -35,599 -88%
TMWM
175
Taylor & Morgan Wealth Management
Michigan
$266K