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JPMorgan Short Duration Core Plus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$84M +$78.7M +1,677,459 +1,356%
EWA
2
EP Wealth Advisors
California
$57.3M +$3.6M +76,862 +7%
JP Morgan Chase
3
JP Morgan Chase
New York
$56.8M +$1.73M +36,910 +3%
WP
4
WMS Partners
Maryland
$49.3M +$3.24M +69,022 +7%
5SA
5
5th Street Advisors
Connecticut
$19.9M +$477K +10,164 +2%
REMPR
6
Roof Eidam Maycock Peralta (REMP)
California
$14.4M -$1.08M -23,140 -7%
BAG
7
Bridgewealth Advisory Group
California
$13.9M +$1.53M +32,569 +12%
HighTower Advisors
8
HighTower Advisors
Illinois
$13.4M -$572K -12,195 -4%
SCP
9
Shorepoint Capital Partners
Massachusetts
$10.2M +$125K +2,674 +1%
SW
10
SkyOak Wealth
Michigan
$9.07M +$2.99M +63,692 +49%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$8.1M +$954K +20,348 +13%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$6.91M +$401K +8,560 +6%
WA
13
Waverly Advisors
Alabama
$6.53M +$282K +6,009 +4%
TW
14
Transform Wealth
Colorado
$5.52M +$449K +9,574 +9%
MIA
15
Milestone Investment Advisors
Wisconsin
$4.66M +$359K +7,650 +8%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.52M +$128K +2,740 +3%
PWM
17
Perigon Wealth Management
California
$4.14M +$2.17M +46,273 +109%
TWM
18
Tradition Wealth Management
Minnesota
$4.01M -$147K -3,133 -4%
TCM
19
TD Capital Management
Tennessee
$3.69M +$3.26M +69,492 +717%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$3.16M +$2.95M +62,964 +1,336%
NCM
21
Noesis Capital Mangement
Florida
$3.05M +$116K +2,480 +4%
MCM
22
MAI Capital Management
Ohio
$2.96M -$540K -11,527 -15%
LPL Financial
23
LPL Financial
California
$2.76M +$2.78M +59,202 New
UBS Group
24
UBS Group
Switzerland
$2.73M +$617K +13,153 +29%
DADC
25
D.A. Davidson & Co
Montana
$2.69M -$84K -1,792 -3%