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JPMorgan Active Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$117M +$40.7M +766,225 +52%
DPI
2
Diversified Portfolios Inc
Michigan
$70.6M +$4.08M +76,756 +6%
BFG
3
Berger Financial Group
Minnesota
$59.5M +$935K +17,617 +2%
LI
4
LVZ Inc
Michigan
$44.3M +$45M +846,946 New
PCA
5
Pallas Capital Advisors
Massachusetts
$41.6M +$391K +7,372 +0.9%
BWP
6
Baldwin Wealth Partners
Massachusetts
$39.5M +$40.1M +755,387 New
MML Investors Services
7
MML Investors Services
Massachusetts
$38.5M +$37.9M +713,140 +2,906%
IF
8
Intrua Financial
Texas
$34.2M +$23.9M +450,131 +220%
IAA
9
Independent Advisor Alliance
North Carolina
$32M +$32.5M +612,443 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$28.2M +$27.6M +520,371 +2,691%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$22.8M +$20.3M +381,865 +692%
IC
12
Innealta Capital
Texas
$19.3M +$1.17M +22,091 +6%
MIC
13
Means Investment Company
Maine
$18.1M +$1.19M +22,419 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$17.8M +$3.72M +70,115 +26%
CIAS
15
Capital Investment Advisory Services
North Carolina
$15.9M +$34.8K +655 +0.2%
AWM
16
Avaii Wealth Management
Wisconsin
$15.7M -$1.81M -34,053 -10%
AT
17
American Trust
Kentucky
$15.7M +$15.9M +300,079 New
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$15.5M +$14.3M +270,073 +1,003%
IWP
19
IAG Wealth Partners
Wisconsin
$15.5M +$15.7M +295,767 +55,911%
PVI
20
Pine Valley Investments
New Jersey
$14.7M +$4.42M +83,250 +42%
CA
21
CGN Advisors
Kansas
$13.8M +$4.18M +78,732 +42%
SG
22
StoneX Group
New York
$13.8M +$14M +263,542 New
GFG
23
Goldstone Financial Group
Illinois
$12.9M +$13.1M +247,399 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$12.6M +$8.69M +163,625 +211%
FFN
25
Focus Financial Network
Minnesota
$12M +$12.2M +229,335 New