We are live on ! Find out more
JMUB icon

JPMorgan Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
201
Lodestar Private Asset Management
California
$398K +$4.94K +97 +1%
PWA
202
Peterson Wealth Advisors
Utah
$397K +$39K +766 +11%
IA
203
IFP Advisors
Florida
$392K +$2.09K +41 +0.5%
BWM
204
BCGM Wealth Management
Indiana
$391K +$128K +2,520 +49%
BDFN
205
Bond & Devick Financial Network
Minnesota
$389K +$39.7K +781 +11%
ASN
206
Advisory Services Network
Georgia
$385K
SAM
207
SignalPoint Asset Management
Missouri
$381K +$153K +3,000 +68%
SW
208
StrongBox Wealth
Missouri
$374K +$371K +7,300 New
BFO
209
Boston Family Office
Massachusetts
$367K +$364K +7,163 New
AQR Capital Management
210
AQR Capital Management
Connecticut
$356K +$353K +6,941 New
AWM
211
Axxcess Wealth Management
California
$333K +$331K +6,500 New
William Blair & Company
212
William Blair & Company
Illinois
$333K +$331K +6,500 New
FFA
213
Farther Finance Advisors
California
$332K +$100K +1,972 +44%
SWP
214
Stratos Wealth Partners
Ohio
$330K
VWA
215
Visionary Wealth Advisors
Illinois
$322K -$8.75K -172 -3%
TFA
216
Teamwork Financial Advisors
Texas
$316K +$916 +18 +0.3%
AF
217
Apollon Financial
South Carolina
$315K +$6.16K +121 +2%
WIC
218
Woodmont Investment Counsel
Tennessee
$315K
PI
219
PFG Investments
New York
$308K
KFS
220
Kelly Financial Services
Massachusetts
$306K
WPW
221
Warther Private Wealth
Ohio
$306K
GFP
222
Gryphon Financial Partners
Ohio
$297K -$15K -295 -5%
GWM
223
Geneos Wealth Management
Colorado
$287K
FPGK
224
Financial Partners Group (Kansas)
Kansas
$286K +$30.7K +604 +12%
MF
225
Meridian Financial
Massachusetts
$285K +$46.3K +910 +20%