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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
$439M – – –
MMA
2
Miracle Mile Advisors
California
$28.6M +$28.3M +548,073 New
LPL Financial
3
LPL Financial
California
$13.5M +$4.39M +84,825 +48%
FWM
4
FMA Wealth Management
Massachusetts
$11.9M +$11.8M +227,898 New
Bank of America
5
Bank of America
North Carolina
$11.7M +$5.6M +108,336 +94%
RJA
6
Raymond James & Associates
Florida
$10.2M +$383K +7,405 +4%
Morgan Stanley
7
Morgan Stanley
New York
$10.1M +$1.97M +38,023 +24%
MWC
8
MBM Wealth Consultants
Missouri
$9.21M +$9.13M +176,609 New
Wells Fargo
9
Wells Fargo
California
$4.79M -$1.63M -31,506 -26%
MA
10
MONECO Advisors
Connecticut
$4.72M -$275K -5,312 -6%
WAOTB
11
Wealth Advisors of Tampa Bay
Florida
$4.35M +$75.5K +1,461 +2%
WI
12
WBI Investments
New Jersey
$3.16M +$3.14M +60,668 New
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$2.96M -$543K -10,508 -16%
MFG
14
MidWestOne Financial Group
Iowa
$2.14M +$865K +16,730 +69%
MCIA
15
Mountain Capital Investment Advisors
Colorado
$1.9M +$1.91M +36,974 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.73M +$74.1K +1,433 +5%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.71M +$572K +11,062 +51%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.62M -$323K -6,255 -17%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.51M +$1.22M +23,570 +444%
DADC
20
D.A. Davidson & Co
Montana
$1.5M -$116K -2,252 -7%
SC
21
Saiph Capital
New Jersey
$1.38M +$1.66K +32 +0.1%
Truist Financial
22
Truist Financial
North Carolina
$1.25M +$1.23M +23,875 New
OIA
23
OneDigital Investment Advisors
Kansas
$1.24M +$1.23M +23,845 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$977K -$8.43K -163 -0.9%
P
25
&Partners
Tennessee
$953K +$53.9K +1,042 +6%
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