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JPMorgan Active Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Avaii Wealth Management
Wisconsin
$1.45M -$41.3K -762 -3%
ACM
152
Aurdan Capital Management
Pennsylvania
$1.44M +$51.6K +951 +4%
LFG
153
Lockerman Financial Group
California
$1.36M +$1.36M +25,102 New
SIAP
154
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.32M +$97.7K +1,800 +8%
OP
155
ORG Partners
Indiana
$1.29M +$133K +2,451 +11%
GSEP
156
Golden State Equity Partners
California
$1.18M +$1.19M +21,866 New
CAS
157
Coppell Advisory Solutions
Texas
$1.18M +$286K +5,272 +32%
AQR Capital Management
158
AQR Capital Management
Connecticut
$1.17M +$415K +7,643 +54%
TWC
159
TD Waterhouse Canada
Ontario, Canada
$1.15M +$1.16M +21,300 New
WWA
160
WCG Wealth Advisors
Nevada
$1.09M +$243K +4,485 +29%
LSPW
161
Lake Street Private Wealth
Illinois
$1.08M +$856K +15,781 +383%
BTI
162
Blue Trust Inc
Georgia
$1.04M +$12.1K +223 +1%
EWM
163
Elevation Wealth Management
Minnesota
$1.03M +$1.03M +18,965 New
Citadel Advisors
164
Citadel Advisors
Florida
$1.02M +$1.02M +18,830 New
SGFG
165
Silver Grove Financial Group
New York
$984K – – –
SWM
166
SHP Wealth Management
Massachusetts
$973K +$976K +17,993 New
TPWA
167
Twin Peaks Wealth Advisors
California
$938K +$342K +6,305 +57%
Cerity Partners
168
Cerity Partners
New York
$922K +$926K +17,057 New
IA
169
Inspire Advisors
Idaho
$867K -$70.5K -1,300 -8%
TCWM
170
Total Clarity Wealth Management
Illinois
$862K +$221K +4,082 +34%
TA
171
TrueWealth Advisors
Alabama
$852K +$168K +3,098 +24%
CSPIA
172
Cary Street Partners Investment Advisory
Virginia
$841K +$671K +12,358 +386%
IP
173
Ignite Planners
California
$833K +$582K +10,731 +231%
FFA
174
Farther Finance Advisors
California
$802K +$778K +14,339 +2,868%
GWP
175
Gateway Wealth Partners
Wisconsin
$799K +$802K +14,784 New