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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
$434M – – –
EP
2
Essential Planning
New Hampshire
$44.9M +$44.4M +858,625 +7,933%
M&T Bank
3
M&T Bank
New York
$44.1M +$44.2M +855,538 New
MMA
4
Miracle Mile Advisors
California
$29.9M +$1.69M +32,794 +6%
LPL Financial
5
LPL Financial
California
$15.8M +$2.38M +46,013 +18%
Bank of America
6
Bank of America
North Carolina
$15.1M +$3.55M +68,748 +31%
FWM
7
FMA Wealth Management
Massachusetts
$11.8M +$105K +2,040 +0.9%
SFGP
8
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$11.4M +$11.4M +220,901 New
MWC
9
MBM Wealth Consultants
Missouri
$11.2M +$2.09M +40,486 +23%
Morgan Stanley
10
Morgan Stanley
New York
$10.4M +$410K +7,945 +4%
IA
11
Intellus Advisors
Florida
$9.9M +$9.93M +192,193 New
BWP
12
BlueStem Wealth Partners
Minnesota
$8.36M +$8.38M +162,210 New
HighTower Advisors
13
HighTower Advisors
Illinois
$6.75M +$6.77M +131,099 New
Wells Fargo
14
Wells Fargo
California
$4.72M -$9.25K -179 -0.2%
WAOTB
15
Wealth Advisors of Tampa Bay
Florida
$4.36M +$67.3K +1,302 +2%
MA
16
MONECO Advisors
Connecticut
$4.01M -$650K -12,585 -14%
TCM
17
TD Capital Management
Tennessee
$3.69M +$3.32M +64,348 +884%
Raymond James Financial
18
Raymond James Financial
Florida
$3.67M +$3.68M +71,269 New
MAG
19
Members Advisory Group
New York
$3.1M +$3.11M +60,228 New
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$2.56M +$2.56M +49,624 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$2.53M -$396K -7,659 -14%
MFG
22
MidWestOne Financial Group
Iowa
$2.08M -$28.9K -559 -1%
DADC
23
D.A. Davidson & Co
Montana
$1.95M +$470K +9,096 +32%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.87M +$269K +5,199 +17%
WI
25
WBI Investments
New Jersey
$1.79M -$1.34M -25,943 -43%
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