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JPMorgan Limited Duration Bond ETF
JPLD

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$2.29B -$73.1M -1,403,125 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$125M +$125M +2,396,655 +51,090%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$81.9M -$2.99M -57,434 -4%
Morgan Stanley
4
Morgan Stanley
New York
$79.8M +$4.39M +84,277 +6%
M&T Bank
5
M&T Bank
New York
$58.1M +$23.6M +453,265 +69%
LPL Financial
6
LPL Financial
California
$54.3M -$5.97M -114,434 -10%
SC
7
Schiavi & Co
Delaware
$50.8M +$4.02M +77,187 +9%
MMA
8
Miracle Mile Advisors
California
$50.7M +$2.72M +52,239 +6%
UBS Group
9
UBS Group
Switzerland
$47.4M +$3.8M +72,896 +9%
W
10
Wealthquest
Ohio
$36.3M +$36.3M +696,093 New
MWC
11
MBM Wealth Consultants
Missouri
$26.8M +$9.09M +174,314 +51%
Bank of America
12
Bank of America
North Carolina
$20.8M -$188K -3,600 -0.9%
SCA
13
Scott Capital Advisors
Oregon
$16.8M +$14.7M +282,602 +721%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$15.5M +$2.12M +40,666 +16%
EP
15
Essential Planning
New Hampshire
$15.5M +$3.55M +68,107 +30%
TCM
16
TD Capital Management
Tennessee
$14.3M +$502K +9,622 +4%
SIG
17
Spinnaker Investment Group
California
$14M +$14M +269,007 New
PSCM
18
Per Stirling Capital Management
Texas
$13.7M +$13.7M +263,352 New
IA
19
Intellus Advisors
Florida
$12.7M +$563K +10,798 +5%
Raymond James Financial
20
Raymond James Financial
Florida
$12.3M -$128K -2,461 -1%
FWM
21
FMA Wealth Management
Massachusetts
$12.2M -$217K -4,162 -2%
SFGP
22
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$12.1M -$1.03M -19,665 -8%
HighTower Advisors
23
HighTower Advisors
Illinois
$11M +$104K +1,993 +1%
BC
24
Bulwark Capital
Florida
$10.3M -$2.05M -39,327 -17%
WAOTB
25
Wealth Advisors of Tampa Bay
Florida
$10M +$374K +7,177 +4%
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