JPMorgan Active High Yield ETF(JPHY)

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JPMorgan Active High Yield ETF(JPHY)

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$50.13—

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JPHY(JPHY)

JPHY

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 144 Institutional Holders

Holder	Shares	Date	Change	% Held
JPMORGAN CHASE & CO	2.08M	Jun 30, 26	-158.73K	4.65%
ENVESTNET ASSET MANAGEMENT INC	1.52M	Jun 30, 26	+110.93K	3.41%
LPL Financial LLC	950.58K	Jun 30, 26	+35.94K	2.13%
Bernicke Wealth Management, Ltd.	644.15K	Jun 30, 26	+28.42K	1.44%
MORGAN STANLEY	602.05K	Jun 30, 26	-14.45K	1.35%
BANK OF AMERICA CORP /DE/	486.98K	Jun 30, 26	+45.30K	1.09%
HighTower Advisors, LLC	402.79K	Jun 30, 26	-98.81K	0.90%
Janney Montgomery Scott LLC	344.22K	Jun 30, 26	+33.69K	0.77%
Wright Fund Management, LLC	265.70K	Jun 30, 26	--	0.59%
Vestmark Advisory Solutions, Inc.	186.31K	Jun 30, 26	-15	0.42%
Empowered Funds, LLC	135.99K	Jun 30, 26	+24.83K	0.30%
Vawter Financial, Ltd.	135.86K	Jun 30, 26	+14.93K	0.30%
WCG Wealth Advisors LLC	133.28K	Jun 30, 26	+12.06K	0.30%
Cambridge Investment Research Advisors, Inc.	129.77K	Jun 30, 26	+4.93K	0.29%
Pinnacle Wealth Planning Services, Inc.	126.77K	Jun 30, 26	+8.00K	0.28%
MISSION WEALTH MANAGEMENT, LP	120.80K	Jun 30, 26	+25.05K	0.27%
Royal Fund Management, LLC	116.31K	Jun 30, 26	+4.99K	0.26%
Windsor Capital Management, LLC	105.92K	Jun 30, 26	-2.26K	0.24%
BlackRock, Inc.	105.01K	Jun 30, 26	-64.75K	0.24%
ADVISOR GROUP HOLDINGS, INC.	95.94K	Jun 30, 26	+13.70K	0.21%
ASSETMARK, INC	91.28K	Jun 30, 26	-3.10K	0.20%
Cetera Investment Advisers	78.03K	Jun 30, 26	+8.01K	0.17%
RAYMOND JAMES FINANCIAL INC	73.23K	Jun 30, 26	-1.50K	0.16%
Summit Financial, LLC	62.06K	Jun 30, 26	-2.12K	0.14%
PRINCIPAL SECURITIES, INC.	54.54K	Jun 30, 26	+5.50K	0.12%
ALBION FINANCIAL GROUP /UT	52.78K	Jun 30, 26	+3.97K	0.12%
CreativeOne Wealth, LLC	51.13K	Jun 30, 26	+17.49K	0.11%
Investment Partners Asset Management, Inc.	48.06K	Jun 30, 26	+1.34K	0.11%
UBS ASSET MANAGEMENT AMERICAS INC	43.86K	Jun 30, 26	--	0.10%
PARK AVENUE SECURITIES LLC	37.03K	Jun 30, 26	+617	0.08%
FIFTH THIRD SECURITIES, INC.	36.53K	Jun 30, 26	+27.43K	0.08%
Menard Financial Group LLC	36.09K	Jun 30, 26	-5.37K	0.08%
Portfolio Strategies, Inc.	32.24K	Jun 30, 26	--	0.07%
MML INVESTORS SERVICES, LLC	29.68K	Jun 30, 26	+6.72K	0.07%
Integrated Wealth Concepts LLC	27.91K	Jun 30, 26	+7.40K	0.06%
Sigma Planning Corp	25.32K	Jun 30, 26	+1.03K	0.06%
5T Wealth, LLC	22.30K	Jun 30, 26	-204	0.05%
Cerity Partners LLC	20.66K	Jun 30, 26	-8.55K	0.05%
Simmons Bank	17.78K	Jun 30, 26	+250	0.04%
THRIVENT FINANCIAL FOR LUTHERANS	17.72K	Jun 30, 26	+1.18K	0.04%
MN Wealth Advisors, LLC	17.14K	Jun 30, 26	+991	0.04%
Dynamic Advisor Solutions LLC	16.57K	Jun 30, 26	-82	0.04%
Farther Finance Advisors, LLC	16.16K	Jun 30, 26	+10.79K	0.04%
Lido Advisors, LLC	15.85K	Jun 30, 26	-1.02K	0.04%
GREAT VALLEY ADVISOR GROUP, INC.	14.50K	Jun 30, 26	+1.29K	0.03%
Kestra Advisory Services, LLC	13.67K	Jun 30, 26	+13.67K	0.03%
Independent Wealth Network Inc.	13.15K	Jun 30, 26	+233	0.03%
Capital Analysts, LLC	12.10K	Jun 30, 26	+2.52K	0.03%
Midwestern Financial, LLC /IA	11.02K	Jun 30, 26	+156	0.02%
MERCER GLOBAL ADVISORS INC /ADV	10.91K	Jun 30, 26	-932	0.02%
Ascent Group, LLC	10.33K	Jun 30, 26	+1.36K	0.02%
MAI Capital Management	9.67K	Jun 30, 26	-329	0.02%
TBH Global Asset Management, LLC	8.77K	Jun 30, 26	+46	0.02%
Advisory Services Network, LLC	8.35K	Jun 30, 26	+801	0.02%
IFP Advisors, Inc	7.26K	Jun 30, 26	+881	0.02%
Miracle Mile Advisors, LLC	7.11K	Jun 30, 26	-108	0.02%
TRUIST FINANCIAL CORP	6.80K	Jun 30, 26	+501	0.02%
Acorn Wealth Advisors, LLC	6.72K	Jun 30, 26	+38	0.02%
Bank of New York Mellon Corp	6.57K	Jun 30, 26	+6.57K	0.01%
MASSMUTUAL TRUST CO FSB/ADV	6.08K	Jun 30, 26	-149	0.01%
LOCKERMAN FINANCIAL GROUP, INC.	6.04K	Jun 30, 26	-58	0.01%
WNY Asset Management, LLC	5.40K	Jun 30, 26	-27	0.01%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	5.06K	Jun 30, 26	-43	0.01%
COMMONWEALTH EQUITY SERVICES, LLC	5.05K	Jun 30, 26	+596	0.01%
DAYMARK WEALTH PARTNERS, LLC	4.91K	Jun 30, 26	+4.91K	0.01%
ROYAL BANK OF CANADA	4.86K	Jun 30, 26	+43	0.01%
CAPE COD FIVE CENTS SAVINGS BANK	4.84K	Jun 30, 26	+4.84K	0.01%
Global Retirement Partners, LLC	4.57K	Jun 30, 26	+4.57K	0.01%
CGN Advisors LLC	4.55K	Jun 30, 26	-184	0.01%
Rosenberg Matthew Hamilton	3.42K	Jun 30, 26	--	0.01%
Geneos Wealth Management Inc.	1.80K	Jun 30, 26	-173	0.00%
PRIVATE TRUST CO NA	1.53K	Jun 30, 26	-21	0.00%
AdvisorNet Financial, Inc	1.45K	Jun 30, 26	+126	0.00%
Glassman Wealth Services	1.42K	Jun 30, 26	+1.42K	0.00%
Steward Partners Investment Advisory, LLC	1.42K	Jun 30, 26	--	0.00%
RICHARDSON FINANCIAL SERVICES INC.	893	Jun 30, 26	-16	0.00%
Capital Investment Advisory Services, LLC	886	Jun 30, 26	+19	0.00%
UBS Group AG	857	Jun 30, 26	+235	0.00%
Rockefeller Capital Management L.P.	856	Jun 30, 26	-174	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	813	Jun 30, 26	+104	0.00%
HUNTINGTON NATIONAL BANK	775	Jun 30, 26	+775	0.00%
Newbridge Financial Services Group, Inc.	760	Jun 30, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	621	Jun 30, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	559	Jun 30, 26	+5	0.00%
SBI Securities Co., Ltd.	475	Jun 30, 26	+98	0.00%
WELLS FARGO & COMPANY/MN	452	Jun 30, 26	+190	0.00%
N.E.W. Advisory Services LLC	398	Jun 30, 26	--	0.00%
FMR LLC	368	Jun 30, 26	+356	0.00%
OAK HARBOR WEALTH PARTNERS, LLC	344	Jun 30, 26	+1	0.00%
Continuum Advisory, LLC	341	Jun 30, 26	+341	0.00%
LGT Financial Advisors LLC	250	Jun 30, 26	+8	0.00%
Transamerica Financial Advisors, Inc.	247	Jun 30, 26	+1	0.00%
Cornerstone Planning Group LLC	198	Jun 30, 26	+11	0.00%
Ashton Thomas Private Wealth, LLC	197	Jun 30, 26	+11	0.00%
NewEdge Advisors, LLC	183	Jun 30, 26	+2	0.00%
Rossby Financial, LCC	124	Jun 30, 26	--	0.00%
Triumph Capital Management	108	Jun 30, 26	+9	0.00%
FIFTH THIRD BANCORP	76	Jun 30, 26	--	0.00%
Larson Financial Group LLC	42	Jun 30, 26	+1	0.00%
Strategic Wealth Partners, Ltd.	42	Jun 30, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	30	Jun 30, 26	--	0.00%
Spire Wealth Management	15	Jun 30, 26	+2	0.00%
Allspring Global Investments Holdings, LLC	5	Jun 30, 26	--	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	2	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	--	Jun 30, 26	-41	--
Missouri Trust & Investment Co	--	Jun 30, 26	-375	--
Sound Income Strategies, LLC	--	Jun 30, 26	-50	--
Sepio Capital, LP	--	Jun 30, 26	-6.00K	--
Golden State Equity Partners	--	Jun 30, 26	-6.55K	--
AE Wealth Management LLC	--	Jun 30, 26	-100	--
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	--	Jun 30, 26	-12.75K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-1.42K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-134.87K	--
CWM, LLC	12.01K	Mar 31, 26	-1.08K	0.03%
Sunbelt Securities, Inc.	92	Mar 31, 26	--	0.00%
ORG Partners LLC	7.13K	Dec 31, 25	+710	0.02%
COMERICA BANK	96	Dec 31, 25	+4	0.00%
Congress Wealth Management LLC / DE /	74.05K	Jun 30, 25	+74.05K	0.17%
Graypoint LLC	22.99K	Jun 30, 25	-6.29K	0.05%
Blue Oak Capital, LLC	7.60K	Jun 30, 25	-65.05K	0.02%
Atria Wealth Solutions, Inc.	4.67K	Jun 30, 25	+4.67K	0.01%
WR Wealth Planners, LLC	48	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	20.23K	Sep 30, 24	+446	0.05%
RAYMOND JAMES & ASSOCIATES	16.29K	Sep 30, 24	-725	0.04%
RAYMOND JAMES TRUST N.A.	4.60K	Sep 30, 24	--	0.01%
Family Asset Management, LLC	250	Sep 30, 24	+18	0.00%
BlackRock Inc.	532.10K	Jun 30, 24	+82.78K	1.19%
JANICZEK WEALTH MANAGEMENT, LLC	82	Jun 30, 24	--	0.00%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-817	--
Cetera Advisor Networks LLC	29.06K	Mar 31, 24	+4.27K	0.07%
Cetera Advisors LLC	6.20K	Mar 31, 24	+947	0.01%
Highlander Capital Management, LLC	1.18K	Mar 31, 24	-500	0.00%
Daniels&Tansey,LLP	82.95K	Sep 30, 23	+63.27K	0.19%
KCS Wealth Advisory	10.58K	Sep 30, 23	-6.30K	0.02%
Corbenic Partners LLC	135	Jun 30, 22	--	0.00%
Winfield Associates, Inc.	22.93K	Mar 31, 22	-380	0.05%
HawsGoodwin Investment Management LLC	60.91K	Dec 31, 21	+2.46K	0.14%
Winslow, Evans & Crocker, Inc.	60	Dec 31, 20	--	0.00%
ETRADE Capital Management LLC	20.09K	Sep 30, 20	+20.09K	0.04%
Global Financial Private Capital, Inc	34.98K	Jun 30, 20	-29.81K	0.08%
Advisor Group, Inc.	7.79K	Dec 31, 19	+185	0.02%
LADENBURG THALMANN FINANCIAL SERVICES INC.	5.59K	Dec 31, 19	-238	0.01%
MRA Associates USA LLC	1.80K	Sep 30, 19	+1.80K	0.00%
Allegis Investment Advisors, LLC	--	Mar 31, 18	-8.10K	--

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Holder

Date

Change

% Held

JPMORGAN CHASE & CO

2.08M

Jun 30, 26

-158.73K

4.65%

ENVESTNET ASSET MANAGEMENT INC

1.52M

Jun 30, 26

+110.93K

3.41%

LPL Financial LLC

950.58K

Jun 30, 26

+35.94K

2.13%

Bernicke Wealth Management, Ltd.

644.15K

Jun 30, 26

+28.42K

1.44%

MORGAN STANLEY

602.05K

Jun 30, 26

-14.45K

1.35%

BANK OF AMERICA CORP /DE/

486.98K

Jun 30, 26

+45.30K

1.09%

HighTower Advisors, LLC

402.79K

Jun 30, 26

-98.81K

0.90%

Janney Montgomery Scott LLC

344.22K

Jun 30, 26

+33.69K

0.77%

Wright Fund Management, LLC

265.70K

Jun 30, 26

0.59%

Vestmark Advisory Solutions, Inc.

186.31K

Jun 30, 26

-15

0.42%

Empowered Funds, LLC

135.99K

Jun 30, 26

+24.83K

0.30%

Vawter Financial, Ltd.

135.86K

Jun 30, 26

+14.93K

0.30%

WCG Wealth Advisors LLC

133.28K

Jun 30, 26

+12.06K

0.30%

Cambridge Investment Research Advisors, Inc.

129.77K

Jun 30, 26

+4.93K

0.29%

Pinnacle Wealth Planning Services, Inc.

126.77K

Jun 30, 26

+8.00K

0.28%

MISSION WEALTH MANAGEMENT, LP

120.80K

Jun 30, 26

+25.05K

0.27%

Royal Fund Management, LLC

116.31K

Jun 30, 26

+4.99K

0.26%

Windsor Capital Management, LLC

105.92K

Jun 30, 26

-2.26K

0.24%

BlackRock, Inc.

105.01K

Jun 30, 26

-64.75K

0.24%

ADVISOR GROUP HOLDINGS, INC.

95.94K

Jun 30, 26

+13.70K

0.21%

ASSETMARK, INC

91.28K

Jun 30, 26

-3.10K

0.20%

Cetera Investment Advisers

78.03K

Jun 30, 26

+8.01K

0.17%

RAYMOND JAMES FINANCIAL INC

73.23K

Jun 30, 26

-1.50K

0.16%

Summit Financial, LLC

62.06K

Jun 30, 26

-2.12K

0.14%

PRINCIPAL SECURITIES, INC.

54.54K

Jun 30, 26

+5.50K

0.12%

ALBION FINANCIAL GROUP /UT

52.78K

Jun 30, 26

+3.97K

0.12%

CreativeOne Wealth, LLC

51.13K

Jun 30, 26

+17.49K

0.11%

Investment Partners Asset Management, Inc.

48.06K

Jun 30, 26

+1.34K

0.11%

UBS ASSET MANAGEMENT AMERICAS INC

43.86K

Jun 30, 26

0.10%

PARK AVENUE SECURITIES LLC

37.03K

Jun 30, 26

+617

0.08%

FIFTH THIRD SECURITIES, INC.

36.53K

Jun 30, 26

+27.43K

0.08%

Menard Financial Group LLC

36.09K

Jun 30, 26

-5.37K

0.08%

Portfolio Strategies, Inc.

32.24K

Jun 30, 26

0.07%

MML INVESTORS SERVICES, LLC

29.68K

Jun 30, 26

+6.72K

0.07%

Integrated Wealth Concepts LLC

27.91K

Jun 30, 26

+7.40K

0.06%

Sigma Planning Corp

25.32K

Jun 30, 26

+1.03K

0.06%

5T Wealth, LLC

22.30K

Jun 30, 26

-204

0.05%

Cerity Partners LLC

20.66K

Jun 30, 26

-8.55K

0.05%

Simmons Bank

17.78K

Jun 30, 26

+250

0.04%

THRIVENT FINANCIAL FOR LUTHERANS

17.72K

Jun 30, 26

+1.18K

0.04%

MN Wealth Advisors, LLC

17.14K

Jun 30, 26

+991

0.04%

Dynamic Advisor Solutions LLC

16.57K

Jun 30, 26

-82

0.04%

Farther Finance Advisors, LLC

16.16K

Jun 30, 26

+10.79K

0.04%

Lido Advisors, LLC

15.85K

Jun 30, 26

-1.02K

0.04%

GREAT VALLEY ADVISOR GROUP, INC.

14.50K

Jun 30, 26

+1.29K

0.03%

Kestra Advisory Services, LLC

13.67K

Jun 30, 26

+13.67K

0.03%

Independent Wealth Network Inc.

13.15K

Jun 30, 26

+233

0.03%

Capital Analysts, LLC

12.10K

Jun 30, 26

+2.52K

0.03%

Midwestern Financial, LLC /IA

11.02K

Jun 30, 26

+156

0.02%

MERCER GLOBAL ADVISORS INC /ADV

10.91K

Jun 30, 26

-932

0.02%

Ascent Group, LLC

10.33K

Jun 30, 26

+1.36K

0.02%

MAI Capital Management

9.67K

Jun 30, 26

-329

0.02%

TBH Global Asset Management, LLC

8.77K

Jun 30, 26

+46

0.02%

Advisory Services Network, LLC

8.35K

Jun 30, 26

+801

0.02%

IFP Advisors, Inc

7.26K

Jun 30, 26

+881

0.02%

Miracle Mile Advisors, LLC

7.11K

Jun 30, 26

-108

0.02%

TRUIST FINANCIAL CORP

6.80K

Jun 30, 26

+501

0.02%

Acorn Wealth Advisors, LLC

6.72K

Jun 30, 26

+38

0.02%

Bank of New York Mellon Corp

6.57K

Jun 30, 26

+6.57K

0.01%

MASSMUTUAL TRUST CO FSB/ADV

6.08K

Jun 30, 26

-149

0.01%

LOCKERMAN FINANCIAL GROUP, INC.

6.04K

Jun 30, 26

-58

0.01%

WNY Asset Management, LLC

5.40K

Jun 30, 26

-27

0.01%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

5.06K

Jun 30, 26

-43

0.01%

COMMONWEALTH EQUITY SERVICES, LLC

5.05K

Jun 30, 26

+596

0.01%

DAYMARK WEALTH PARTNERS, LLC

4.91K

Jun 30, 26

+4.91K

0.01%

ROYAL BANK OF CANADA

4.86K

Jun 30, 26

+43

0.01%

CAPE COD FIVE CENTS SAVINGS BANK

4.84K

Jun 30, 26

+4.84K

0.01%

Global Retirement Partners, LLC

4.57K

Jun 30, 26

+4.57K

0.01%

CGN Advisors LLC

4.55K

Jun 30, 26

-184

0.01%

Rosenberg Matthew Hamilton

3.42K

Jun 30, 26

0.01%

Geneos Wealth Management Inc.

1.80K

Jun 30, 26

-173

0.00%

PRIVATE TRUST CO NA

1.53K

Jun 30, 26

-21

0.00%

AdvisorNet Financial, Inc

1.45K

Jun 30, 26

+126

0.00%

Glassman Wealth Services

1.42K

Jun 30, 26

+1.42K

0.00%

Steward Partners Investment Advisory, LLC

1.42K

Jun 30, 26

0.00%

RICHARDSON FINANCIAL SERVICES INC.

893

Jun 30, 26

-16

0.00%

Capital Investment Advisory Services, LLC

886

Jun 30, 26

+19

0.00%

UBS Group AG

857

Jun 30, 26

+235

0.00%

Rockefeller Capital Management L.P.

856

Jun 30, 26

-174

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

813

Jun 30, 26

+104

0.00%

HUNTINGTON NATIONAL BANK

775

Jun 30, 26

+775

0.00%

Newbridge Financial Services Group, Inc.

760

Jun 30, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

621

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

559

Jun 30, 26

0.00%

SBI Securities Co., Ltd.

475

Jun 30, 26

+98

0.00%

WELLS FARGO & COMPANY/MN

452

Jun 30, 26

+190

0.00%

N.E.W. Advisory Services LLC

398

Jun 30, 26

0.00%

FMR LLC

368

Jun 30, 26

+356

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

344

Jun 30, 26

0.00%

Continuum Advisory, LLC

341

Jun 30, 26

+341

0.00%

LGT Financial Advisors LLC

250

Jun 30, 26

0.00%

Transamerica Financial Advisors, Inc.

247

Jun 30, 26

0.00%

Cornerstone Planning Group LLC

198

Jun 30, 26

+11

0.00%

Ashton Thomas Private Wealth, LLC

197

Jun 30, 26

+11

0.00%

NewEdge Advisors, LLC

183

Jun 30, 26

0.00%

Rossby Financial, LCC

124

Jun 30, 26

0.00%

Triumph Capital Management

108

Jun 30, 26

0.00%

FIFTH THIRD BANCORP

Jun 30, 26

0.00%

Larson Financial Group LLC

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

Jun 30, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

Jun 30, 26

0.00%

Spire Wealth Management

Jun 30, 26

0.00%

Allspring Global Investments Holdings, LLC

Jun 30, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-41

Missouri Trust & Investment Co

Jun 30, 26

-375

Sound Income Strategies, LLC

Jun 30, 26

-50

Sepio Capital, LP

Jun 30, 26

-6.00K

Golden State Equity Partners

Jun 30, 26

-6.55K

AE Wealth Management LLC

Jun 30, 26

-100

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Jun 30, 26

-12.75K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-1.42K

JANE STREET GROUP, LLC

Jun 30, 26

-134.87K

CWM, LLC

12.01K

Mar 31, 26

-1.08K

0.03%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

ORG Partners LLC

7.13K

Dec 31, 25

+710

0.02%

COMERICA BANK

Dec 31, 25

0.00%

Congress Wealth Management LLC / DE /

74.05K

Jun 30, 25

+74.05K

0.17%

Graypoint LLC

22.99K

Jun 30, 25

-6.29K

0.05%

Blue Oak Capital, LLC

7.60K

Jun 30, 25

-65.05K

0.02%

Atria Wealth Solutions, Inc.

4.67K

Jun 30, 25

+4.67K

0.01%

WR Wealth Planners, LLC

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

20.23K

Sep 30, 24

+446

0.05%

RAYMOND JAMES & ASSOCIATES

16.29K

Sep 30, 24

-725

0.04%

RAYMOND JAMES TRUST N.A.

4.60K

Sep 30, 24

0.01%

Family Asset Management, LLC

250

Sep 30, 24

+18

0.00%

BlackRock Inc.

532.10K

Jun 30, 24

+82.78K

1.19%

JANICZEK WEALTH MANAGEMENT, LLC

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-817

Cetera Advisor Networks LLC

29.06K

Mar 31, 24

+4.27K

0.07%

Cetera Advisors LLC

6.20K

Mar 31, 24

+947

0.01%

Highlander Capital Management, LLC

1.18K

Mar 31, 24

-500

0.00%

Daniels&Tansey,LLP

82.95K

Sep 30, 23

+63.27K

0.19%

KCS Wealth Advisory

10.58K

Sep 30, 23

-6.30K

0.02%

Corbenic Partners LLC

135

Jun 30, 22

0.00%

Winfield Associates, Inc.

22.93K

Mar 31, 22

-380

0.05%

HawsGoodwin Investment Management LLC

60.91K

Dec 31, 21

+2.46K

0.14%

Winslow, Evans & Crocker, Inc.

Dec 31, 20

0.00%

ETRADE Capital Management LLC

20.09K

Sep 30, 20

+20.09K

0.04%

Global Financial Private Capital, Inc

34.98K

Jun 30, 20

-29.81K

0.08%

Advisor Group, Inc.

7.79K

Dec 31, 19

+185

0.02%

LADENBURG THALMANN FINANCIAL SERVICES INC.

5.59K

Dec 31, 19

-238

0.01%

MRA Associates USA LLC

1.80K

Sep 30, 19

+1.80K

0.00%

Allegis Investment Advisors, LLC

Mar 31, 18

-8.10K