We are live on ! Find out more
JBND icon

JPMorgan Active Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWMO
176
Heritage Wealth Management (Ohio)
Ohio
$798K +$801K +14,763 New
PTC
177
Private Trust Company
Ohio
$786K +$150K +2,773 +24%
VAM
178
Vienna Asset Management
California
$749K +$482K +8,883 +178%
RPSA
179
Richard P. Slaughter Associates
Texas
$740K -$4.07K -75 -0.5%
MWA
180
MN Wealth Advisors
Kansas
$737K -$21.5K -397 -3%
PA
181
Pinnacle Associates
New York
$734K +$447K +8,230 +154%
SWP
182
Stratos Wealth Partners
Ohio
$704K +$497K +9,157 +238%
Focus Partners Wealth
183
Focus Partners Wealth
Massachusetts
$696K +$340K +6,264 +95%
1CP
184
1015 Capital Partners
Pennsylvania
$690K +$693K +12,765 New
JWCA
185
J.W. Cole Advisors
Florida
$681K +$683K +12,592 New
GM
186
GeoWealth Management
Illinois
$669K +$672K +12,376 New
VWA
187
Visionary Wealth Advisors
Illinois
$665K +$157K +2,902 +31%
Envestnet Portfolio Solutions
188
Envestnet Portfolio Solutions
Illinois
$662K +$449K +8,271 +208%
BPA
189
Beacon Pointe Advisors
California
$662K +$173K +3,188 +35%
MP
190
McDonald Partners
Ohio
$650K +$652K +12,011 New
5W
191
5T Wealth
California
$646K +$263K +4,846 +68%
AA
192
Ancora Advisors
Ohio
$641K +$644K +11,864 New
BFA
193
Beaumont Financial Advisors
Massachusetts
$634K +$26.1K +481 +4%
IPS
194
Investors Portfolio Services
Washington
$632K +$634K +11,683 New
CD
195
Chapin Davis
Maryland
$617K +$5.43K +100 +0.9%
BL
196
Balentine LLC
Georgia
$615K -$116K -2,141 -16%
MPCA
197
Madison Park Capital Advisors
Washington
$609K +$107K +1,963 +21%
TWP
198
Triad Wealth Partners
Kansas
$609K +$172K +3,178 +39%
PWMAG
199
Pinnacle Wealth Management Advisory Group
New Jersey
$603K +$316K +5,815 +109%
HA
200
Herold Advisors
New York
$600K +$602K +11,093 New