We are live on ! Find out more
JPLD icon

JPMorgan Limited Duration Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$512K -$3.68K -71 -0.7%
CAG
52
Centerpoint Advisory Group
Kansas
$505K -$984 -19 -0.2%
PA
53
PFG Advisors
Arizona
$476K
MWM
54
MBE Wealth Management
Wisconsin
$452K +$448K +8,653 New
AAS
55
Avantax Advisory Services
Texas
$440K +$436K +8,417 New
DPI
56
Diversified Portfolios Inc
Michigan
$438K +$435K +8,388 New
XPN
57
XY Planning Network
Montana
$437K +$433K +8,359 New
Cerity Partners
58
Cerity Partners
New York
$435K +$2.07K +40 +0.5%
GLA
59
Good Life Advisors
Pennsylvania
$404K +$400K +7,726 New
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$368K +$365K +7,039 New
PTC
61
Private Trust Company
Ohio
$334K +$33K +637 +11%
JWCA
62
J.W. Cole Advisors
Florida
$325K +$323K +6,232 New
Creative Planning
63
Creative Planning
Kansas
$314K
BWP
64
BlueStem Wealth Partners
Minnesota
$308K -$56K -1,080 -15%
CGPCS
65
Capital Group Private Client Services
California
$297K +$294K +5,683 New
SFC
66
Swisher Financial Concepts
Ohio
$292K -$22K -424 -7%
KW
67
KWB Wealth
California
$288K +$77.4K +1,494 +37%
BFA
68
Beacon Financial Advisory
Ohio
$271K +$269K +5,187 New
MAM
69
McLean Asset Management
Virginia
$260K +$259K +4,992 New
PI
70
PFG Investments
New York
$214K -$259K -5,002 -55%
BEI
71
Benjamin Edwards Inc
Missouri
$202K -$196K -3,778 -49%
NA
72
NewEdge Advisors
Louisiana
$151K +$39.9K +770 +36%
SPIA
73
Steward Partners Investment Advisory
New York
$142K +$52 +1 +0%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$122K +$87.1K +1,682 +257%
AAP
75
Arax Advisory Partners
Colorado
$110K +$73.5K +1,418 +203%