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JPMorgan Active Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
176
Quadrant Private Wealth Management
Pennsylvania
$265K
IP
177
Ignite Planners
California
$252K +$26.7K +498 +12%
LA
178
Latitude Advisors
Florida
$247K -$858 -16 -0.4%
Morgan Stanley
179
Morgan Stanley
New York
$235K +$233K +4,344 New
HFA
180
High Falls Advisors
New York
$234K +$23K +428 +11%
FA
181
Fermata Advisors
California
$234K -$2.09M -38,972 -90%
BI
182
Beckerman Institutional
New Jersey
$229K +$161 +3 +0.1%
PFS
183
Prospect Financial Services
New York
$224K
PGF
184
Plan Group Financial
Oklahoma
$224K +$222K +4,132 New
LSPW
185
Lake Street Private Wealth
Illinois
$223K +$221K +4,125 New
BDFN
186
Bond & Devick Financial Network
Minnesota
$221K +$1.29K +24 +0.6%
FTS
187
Fifth Third Securities
Ohio
$220K +$217K +4,053 New
Envestnet Portfolio Solutions
188
Envestnet Portfolio Solutions
Illinois
$216K -$9.17K -171 -4%
SWP
189
Stratos Wealth Partners
Ohio
$209K +$207K +3,855 New
CSPIA
190
Cary Street Partners Investment Advisory
Virginia
$173K -$16.4K -306 -9%
GWM
191
Geneos Wealth Management
Colorado
$147K +$32K +597 +28%
AF
192
Advisornet Financial
Minnesota
$128K +$74.3K +1,386 +141%
CSP
193
Cary Street Partners
Virginia
$115K +$10.5K +196 +10%
KFP
194
Kerr Financial Planning
California
$115K +$113K +2,116 New
JWA
195
JFS Wealth Advisors
Pennsylvania
$91.5K -$10.7K -200 -11%
AssetMark Inc
196
AssetMark Inc
California
$83.9K +$28.2K +526 +51%
SPIA
197
Steward Partners Investment Advisory
New York
$75.3K +$62.4K +1,163 +512%
National Bank of Canada
198
National Bank of Canada
Quebec, Canada
$73.7K +$73K +1,361 New
ASN
199
Advisory Services Network
Georgia
$65.7K +$65K +1,213 New
WTC
200
WhitTier Trust Company
Nevada
$65.4K +$64.8K +1,209 New