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JPMorgan Core Plus Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AJM Adam J. Mehrer Wills Financial Group LLC | 7,094 | $333,843.98 | $331,147.92 | -$2,696.06 | -0.81% |
| MC Matthew Chester Tableaux LLC | 149,480 | $7.1M | $6.98M | -$125,618.32 | -1.77% |
| RMM Robert M. Mangold Jr. Greenbush Financial Group LLC | 235,787 | $10.97M | $11.01M | $37,473.57 | 0.34% |
| BWL Balance Wealth LLC Balance Wealth LLC | 13,537 | $636,777.24 | $631,907.16 | -$4,870.08 | -0.76% |
| LC Leslie Childs MB Levis & Associates LLC | 627 | $29,094.35 | $29,268.36 | $174.01 | 0.6% |
| TR Tyler Rudek Heritage Wealth Architects Inc. | 52,324 | $2.47M | $2.44M | -$23,082.04 | -0.94% |
| SHS Sarah H. Schmidt Summit Wealth Group LLC / CO | 8,087 | $382,919 | $377,501.16 | -$5,417.84 | -1.41% |
| EWA Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 5,717 | $269,137 | $266,869.56 | -$2,267.44 | -0.84% |
| BWM Base Wealth Management LLC Base Wealth Management LLC | 152,342 | $7.18M | $7.11M | -$73,314.61 | -1.02% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 9,780 | $464,845.11 | $456,530.4 | -$8,314.71 | -1.79% |
| SB Sarah Byrd Alpha Advisors LLC/VA | 166,658 | $7.84M | $7.78M | -$61,833.04 | -0.79% |
