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JPMorgan Active Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
201
Sheets Smith Wealth Management
North Carolina
$1.11M +$304K +5,682 +38%
JWCA
202
J.W. Cole Advisors
Florida
$1.1M +$1.1M +20,650 New
UW
203
Unique Wealth
Florida
$1.06M +$736K +13,756 +227%
SGFG
204
Silver Grove Financial Group
New York
$1.05M +$8.19K +153 +0.8%
TPWA
205
Twin Peaks Wealth Advisors
California
$1.05M +$147K +2,744 +16%
VWA
206
Visionary Wealth Advisors
Illinois
$1.02M +$226K +4,232 +28%
WWA
207
WCG Wealth Advisors
Nevada
$1.01M -$77.7K -1,452 -7%
PA
208
Pinnacle Associates
New York
$977K +$114K +2,135 +13%
AQR Capital Management
209
AQR Capital Management
Connecticut
$929K – – –
HCM
210
Hicks Capital Management
Ohio
$907K +$18.1K +338 +2%
MPCA
211
Madison Park Capital Advisors
Washington
$907K +$1.12M +21,022 +141%
HP
212
Holistic Planning
Texas
$901K +$70K +1,309 +8%
1CP
213
1015 Capital Partners
Pennsylvania
$888K +$74.4K +1,390 +9%
FGA
214
Fortis Group Advisors
New Jersey
$883K -$32K -598 -3%
5W
215
5T Wealth
California
$871K +$440K +8,216 +102%
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$851K +$222K +4,149 +35%
TCWM
217
Total Clarity Wealth Management
Illinois
$830K -$44.3K -829 -5%
NFG
218
Nations Financial Group
Iowa
$816K +$816K +15,260 New
PWMAG
219
Pinnacle Wealth Management Advisory Group
New Jersey
$813K +$105K +1,956 +15%
VAM
220
Vienna Asset Management
California
$810K +$389K +7,272 +92%
GGS
221
Galvin Gaustad & Stein
Arizona
$809K +$320K +5,990 +66%
SWM
222
SHP Wealth Management
Massachusetts
$745K -$164K -3,071 -18%
AWMI
223
Aegis Wealth Management (Iowa)
Iowa
$743K +$354K +6,608 +91%
PCM
224
Pennsylvania Capital Management
Pennsylvania
$737K – – –
Renaissance Technologies
225
Renaissance Technologies
New York
$733K +$733K +13,700 New