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JPMorgan Active Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
SHP Wealth Management
Massachusetts
$914K -$54.4K -1,005 -6%
BAM
202
Belpointe Asset Management
Nevada
$911K +$917K +16,943 New
TPWA
203
Twin Peaks Wealth Advisors
California
$906K -$25K -461 -3%
HCM
204
Hicks Capital Management
Ohio
$894K +$900K +16,622 New
TCWM
205
Total Clarity Wealth Management
Illinois
$879K +$21.5K +397 +2%
PTC
206
Private Trust Company
Ohio
$870K +$88.6K +1,637 +11%
PA
207
Pinnacle Associates
New York
$867K +$138K +2,557 +19%
RPSA
208
Richard P. Slaughter Associates
Texas
$846K +$111K +2,041 +15%
HP
209
Holistic Planning
Texas
$835K +$452K +8,343 +116%
PWM
210
Purus Wealth Management
California
$832K +$525K +9,692 +168%
1CP
211
1015 Capital Partners
Pennsylvania
$818K +$133K +2,450 +19%
SSWM
212
Sheets Smith Wealth Management
North Carolina
$814K +$314K +5,805 +62%
MPCA
213
Madison Park Capital Advisors
Washington
$800K +$195K +3,610 +32%
VWA
214
Visionary Wealth Advisors
Illinois
$800K +$139K +2,570 +21%
SFC
215
Strategic Financial Concepts
Texas
$784K +$237K +4,376 +43%
MWA
216
MN Wealth Advisors
Kansas
$764K +$30.8K +568 +4%
PCM
217
Pennsylvania Capital Management
Pennsylvania
$740K +$746K +13,770 New
IFG
218
Independent Financial Group
California
$721K +$243K +4,490 +50%
PWMAG
219
Pinnacle Wealth Management Advisory Group
New Jersey
$712K +$113K +2,087 +19%
HA
220
Herold Advisors
New York
$700K +$105K +1,930 +17%
TWP
221
Triad Wealth Partners
Kansas
$648K +$43.2K +797 +7%
AA
222
Ancora Advisors
Ohio
$638K
SC
223
Scotia Capital
Ontario, Canada
$632K +$637K +11,762 New
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
$632K +$223K +4,121 +54%
NFA
225
Northwest Financial Advisors
Virginia
$609K +$614K +11,333 New