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JMTG

JPMorgan Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
76
Western Wealth Management
Colorado
$1.51M +$108K +2,112 +8%
DWT
77
Dorsey & Whitney Trust
South Dakota
$1.45M +$114K +2,232 +9%
YWS
78
Yarger Wealth Strategies
Ohio
$1.32M -$206K -4,018 -13%
BPA
79
Beacon Pointe Advisors
California
$1.24M -$163K -3,180 -12%
CH
80
CDKV Holdings
Colorado
$1.18M +$1.18M +23,032 New
DPI
81
Diversified Portfolios Inc
Michigan
$1.17M +$25.6K +500 +2%
KPWS
82
Kestra Private Wealth Services
Texas
$1.14M +$1.14M +22,256 New
PA
83
PFG Advisors
Arizona
$1.09M -$153K -2,995 -12%
PJSIMP
84
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.03M -$180K -3,523 -15%
CWM
85
Cadence Wealth Management
Massachusetts
$920K -$590K -11,528 -39%
Creative Planning
86
Creative Planning
Kansas
$829K -$1.38M -26,960 -62%
VT
87
Vise Technologies
New York
$827K +$829K +16,206 New
P
88
&Partners
Tennessee
$776K -$3.79K -74 -0.5%
AI
89
Atria Investments
North Carolina
$756K +$758K +14,803 New
AWM
90
AAF Wealth Management
Massachusetts
$660K +$4.81K +94 +0.7%
JFGIW
91
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$657K
CWM
92
Centurion Wealth Management
Virginia
$629K +$631K +12,328 New
US Bancorp
93
US Bancorp
Minnesota
$592K +$121K +2,358 +26%
NFG
94
Nations Financial Group
Iowa
$578K -$120K -2,350 -17%
CAC
95
Certified Advisory Corp
Florida
$577K -$2.12M -41,406 -79%
HPM
96
Hudson Portfolio Management
New York
$547K +$548K +10,715 New
DADC
97
D.A. Davidson & Co
Montana
$474K -$183K -3,573 -28%
MT
98
Midwest Trust
Kansas
$473K -$119K -2,318 -20%
WP
99
Walleye Partners
Wisconsin
$471K +$472K +9,231 New
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$451K -$61.3K -1,198 -12%