We are live on ! Find out more
JMUB icon

JPMorgan Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$3.8M +$340K +6,713 +10%
SPIA
152
Steward Partners Investment Advisory
New York
$3.78M +$140K +2,760 +4%
OMC
153
Old Mission Capital
Illinois
$3.76M +$2.83M +55,825 +289%
UWS
154
Unique Wealth Strategies
Illinois
$3.64M +$447K +8,825 +14%
FM
155
Foster & Motley
Ohio
$3.63M +$3.68M +72,615 New
CAWM
156
Capital Advisors Wealth Management
Washington
$3.61M +$1.13M +22,314 +45%
FWM
157
FMA Wealth Management
Massachusetts
$3.59M -$54.5K -1,074 -1%
IF
158
Intrua Financial
Texas
$3.58M +$125K +2,469 +4%
DWP
159
Daymark Wealth Partners
Ohio
$3.56M +$786K +15,508 +28%
RMF
160
Red Mountain Financial
Colorado
$3.53M +$72.7K +1,434 +2%
IAA
161
Independent Advisor Alliance
North Carolina
$3.43M +$3.48M +68,594 New
QWM
162
Quadcap Wealth Management
Texas
$3.37M +$280K +5,524 +9%
CCWA
163
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.34M +$1.14M +22,433 +51%
WA
164
Waverly Advisors
Alabama
$3.23M +$402K +7,919 +14%
SOWAS
165
Silver Oak Wealth Advisors Services
California
$3.17M +$24.8K +490 +0.8%
CA
166
Crumly & Associates
Illinois
$3.17M +$774K +15,270 +32%
CCMG
167
Clark Capital Management Group
Pennsylvania
$3.03M +$1.66M +32,789 +118%
OWA
168
Opal Wealth Advisors
New York
$3.02M -$1.63M -32,184 -35%
5W
169
5T Wealth
California
$3M +$98.5K +1,942 +3%
MA
170
Mutual Advisors
Nebraska
$2.97M +$76.5K +1,509 +3%
BCG
171
Breakwater Capital Group
New Jersey
$2.95M +$237K +4,684 +9%
WCFA
172
Walkner Condon Financial Advisors
Wisconsin
$2.94M +$1.37M +27,000 +85%
NA
173
NewEdge Advisors
Louisiana
$2.94M -$56.5K -1,114 -2%
IPA
174
Investment Planning Advisors
Georgia
$2.92M +$25.6K +504 +0.9%
MAWA
175
Moss Adams Wealth Advisors
Washington
$2.83M +$1.41M +27,762 +96%