J.P. Morgan Exchange-Traded Fund Trust - JPEF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,219,880 | 165,796 | 0.05% | 0.05% | 1 | +42,610 | 1.96% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 1,203,838 | 89,911 | 0.02% | 0.03% | 2 | +22,969 | 1.95% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 872,986 | 65,200 | 0.16% | 0.18% | 3 | -22,805 | -2.55% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 551,670 | 41,202 | 0.05% | 0.05% | 4 | +11,148 | 2.06% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 530,018 | 39,585 | 0.05% | 0.05% | 5 | -22,795 | -4.12% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 519,190 | 38,780 | 0.06% | 0.06% | 6 | -23,492 | -4.33% | Q4 2025 | Feb 17, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 513,115 | 38,323 | 2.52% | 2.58% | 7 | -6,824 | -1.31% | Q4 2025 | Jan 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 512,759 | 38,296 | 0.02% | 0.02% | 8 | +45,189 | 9.66% | Q4 2025 | Feb 17, 2026 |
| Balance Wealth, LLC | History | Added to | 363,655 | 27,160 | 8.72% | 6.3% | 9 | +19,563 | 5.69% | Q4 2025 | Jan 21, 2026 |
| Leverty Financial Group, LLC | History | Added to | 322,105 | 24,057 | 5.75% | 6.17% | 10 | +1,110 | 0.35% | Q4 2025 | Jan 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 319,251 | 23,843 | 0.27% | 0.27% | 11 | +8,196 | 2.63% | Q4 2025 | Jan 20, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 241,963 | 18,071 | 0.04% | 0.05% | 12 | -57,177 | -19.11% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 232,478 | 17,363 | 0.0% | — | 13 | +232,478 | New | Q4 2025 | Feb 17, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 232,019 | 17,328 | 1.38% | 1.38% | 14 | +8,240 | 3.68% | Q4 2025 | Feb 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 220,287 | 16,453 | 0.03% | — | 15 | +220,287 | New | Q4 2025 | Feb 05, 2026 |
| NOVEM GROUP | History | Reduced | 181,327 | 13,542 | 1.56% | 1.58% | 16 | -917 | -0.5% | Q4 2025 | Jan 27, 2026 |
| AlphaCore Capital LLC | History | New | 143,956 | 10,751 | 0.24% | — | 17 | +143,956 | New | Q4 2025 | Feb 05, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 140,740 | 10,511 | 0.81% | 0.83% | 18 | -152 | -0.11% | Q4 2025 | Feb 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 119,713 | 8,941 | 0.29% | 0.3% | 19 | +1,896 | 1.61% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 113,630 | 8,486 | 0.0% | 0.0% | 20 | -1,393 | -1.21% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 100,322 | 7,492 | 0.03% | 0.03% | 21 | +698 | 0.7% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 93,254 | 6,964 | 0.0% | 0.0% | 22 | +15,095 | 19.31% | Q4 2025 | Feb 10, 2026 |
| DAVENPORT & Co LLC | History | Added to | 88,240 | 6,590 | 0.04% | 0.03% | 23 | +6,800 | 8.35% | Q4 2025 | Jan 12, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 83,606 | 6,244 | 0.1% | 0.07% | 24 | +28,634 | 52.09% | Q4 2025 | Feb 03, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 79,092 | 5,907 | 0.0% | 0.0% | 25 | +7,855 | 11.03% | Q4 2025 | Feb 11, 2026 |
| MBL Wealth, LLC | History | Added to | 75,575 | 5,644 | 0.45% | 0.47% | 26 | +2,171 | 2.96% | Q4 2025 | Jan 21, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 69,038 | 5,156 | 1.71% | 1.82% | 27 | -3,687 | -5.07% | Q4 2025 | Jan 22, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 63,724 | 4,759 | 1.39% | 1.43% | 28 | +2,373 | 3.87% | Q4 2025 | Jan 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 63,019 | 4,707 | 0.01% | 0.01% | 29 | +13,325 | 26.81% | Q4 2025 | Feb 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 61,332 | 4,580 | 0.03% | 0.03% | 30 | +1,529 | 2.56% | Q4 2025 | Jan 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 54,738 | 4,088 | 0.1% | 0.13% | 31 | -11,684 | -17.59% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Added to | 49,871 | 3,724 | 0.08% | 0.1% | 32 | +119 | 0.24% | Q4 2025 | Feb 06, 2026 |
| Empire Life Investments Inc. | History | Reduced | 44,279 | 3,307 | 0.19% | 0.3% | 33 | -25,421 | -36.47% | Q4 2025 | Feb 04, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 43,639 | 3,259 | 0.21% | 0.28% | 34 | -10,827 | -19.88% | Q4 2025 | Jan 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 38,689 | 2,889 | 0.17% | 0.19% | 35 | -3,236 | -7.72% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 38,271 | 2,858 | 0.0% | 0.0% | 36 | -801 | -2.05% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 37,738 | 2,818 | 0.82% | 0.92% | 37 | +115 | 0.31% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 36,535 | 2,728 | 0.02% | 0.02% | 38 | -1,725 | -4.51% | Q4 2025 | Feb 17, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 36,366 | 2,716 | 1.07% | 1.8% | 39 | -19,598 | -35.02% | Q4 2025 | Feb 03, 2026 |
| Mutual Advisors, LLC | History | Added to | 36,126 | 2,698 | 0.06% | 0.05% | 40 | +3,156 | 9.57% | Q4 2025 | Feb 02, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 34,220 | 2,555 | 0.43% | 0.39% | 41 | +2,755 | 8.76% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 34,199 | 2,554 | 0.04% | 0.04% | 42 | -1,360 | -3.82% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 32,644 | 2,438 | 0.0% | 0.0% | 43 | -13,447 | -29.17% | Q4 2025 | Feb 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 31,659 | 2,364 | 0.0% | 0.0% | 44 | +31,113 | 5698.35% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 30,619 | 2,286 | 0.01% | 0.01% | 45 | +2,880 | 10.38% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 26,553 | 1,983 | 0.02% | 0.03% | 46 | +2,961 | 12.55% | Q4 2025 | Jan 23, 2026 |
| Ignite Planners, LLC | History | Reduced | 22,814 | 1,724 | 0.26% | 0.28% | 47 | -350 | -1.51% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 21,365 | 1,595 | 0.0% | 0.0% | 48 | +13,112 | 158.88% | Q4 2025 | Feb 17, 2026 |
| Herold Advisors, Inc. | History | Added to | 17,908 | 1,337 | 0.3% | 0.28% | 49 | +1,616 | 9.92% | Q4 2025 | Feb 17, 2026 |
| First Citizens Financial Corp | History | Added to | 17,443 | 1,302 | 0.64% | 0.58% | 50 | +1,681 | 10.66% | Q4 2025 | Jan 06, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 15,294 | 1,142 | 0.13% | 0.14% | 51 | -998 | -6.13% | Q4 2025 | Jan 21, 2026 |
| Morangie Management LLC | History | No change | 15,020 | 1,121 | 0.89% | 0.96% | 52 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 14,777 | 1,103 | 0.43% | 0.32% | 53 | +4,578 | 44.89% | Q4 2025 | Jan 28, 2026 |
| Southland Equity Partners LLC | History | Added to | 14,555 | 1,087 | 0.21% | 0.16% | 54 | +3,629 | 33.21% | Q4 2025 | Jan 14, 2026 |
| 5T Wealth, LLC | History | Added to | 13,415 | 1,001 | 0.4% | 0.31% | 55 | +3,718 | 38.34% | Q4 2025 | Jan 27, 2026 |
| World Investment Advisors | History | Added to | 13,217 | 987 | 0.02% | 0.02% | 56 | +92 | 0.7% | Q4 2025 | Mar 12, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 12,865 | 960 | 0.35% | 0.36% | 57 | -524 | -3.91% | Q4 2025 | Jan 26, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 10,928 | 816 | 0.11% | 0.11% | 58 | +425 | 4.05% | Q4 2025 | Jan 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 10,280 | 767 | 0.0% | 0.0% | 59 | +141 | 1.39% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 10,134 | 756 | 0.0% | — | 60 | +10,134 | New | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 9,613 | 717 | 0.01% | 0.01% | 61 | +2,296 | 31.38% | Q4 2025 | Jan 29, 2026 |
| Capital Analysts, LLC | History | Added to | 9,478 | 708 | 0.02% | 0.01% | 62 | +6,999 | 282.33% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 9,235 | 689 | 0.0% | 0.0% | 63 | +3,410 | 58.54% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Added to | 8,674 | 647 | 0.01% | 0.01% | 64 | +1,767 | 25.58% | Q4 2025 | Feb 17, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Reduced | 8,441 | 630 | 0.43% | 0.49% | 65 | -9,961 | -54.13% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 8,093 | 604 | 0.01% | 0.01% | 66 | +85 | 1.06% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 7,864 | 587 | 0.02% | 0.02% | 67 | -165 | -2.06% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,383 | 551 | 0.0% | 0.0% | 68 | +52 | 0.71% | Q4 2025 | Feb 18, 2026 |
| Csenge Advisory Group | History | Reduced | 7,309 | 545 | 0.02% | 0.03% | 69 | -492 | -6.31% | Q4 2025 | Feb 06, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 5,987 | 447 | 0.1% | 0.09% | 70 | +1,140 | 23.52% | Q4 2025 | Feb 05, 2026 |
| Vienna Asset Management LLC | History | Added to | 5,631 | 420 | 0.24% | 0.14% | 71 | +2,345 | 71.36% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 5,431 | 405 | 0.0% | — | 72 | +5,431 | New | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 5,224 | 390 | 0.0% | — | 73 | +5,224 | New | Q4 2025 | Feb 17, 2026 |
| Essex Financial Services, Inc. | History | No change | 4,973 | 371 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 4,883 | 364 | 0.13% | 0.13% | 75 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 4,655 | 347 | 0.0% | 0.0% | 76 | +391 | 9.17% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 4,605 | 343 | 0.0% | 0.0% | 77 | +116 | 2.58% | Q4 2025 | Feb 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 4,469 | 333 | 0.02% | 0.02% | 78 | +271 | 6.46% | Q4 2025 | Jan 13, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 4,366 | 326 | 0.03% | 0.03% | 79 | -153 | -3.39% | Q4 2025 | Jan 27, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 4,357 | 325 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | No change | 4,248 | 317 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,197 | 316 | 0.0% | 0.0% | 82 | -2,971 | -41.45% | Q4 2025 | Jan 08, 2026 |
| NCP Inc. | History | New | 4,154 | 310 | 0.25% | — | 83 | +4,154 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 4,139 | 309 | 0.0% | 0.0% | 84 | +127 | 3.17% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 3,830 | 286 | 0.01% | 0.01% | 85 | -470 | -10.93% | Q4 2025 | Jan 14, 2026 |
| Advisory Alpha, LLC | History | Added to | 3,729 | 278 | 0.01% | 0.01% | 86 | +158 | 4.42% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,639 | 271 | 0.01% | 0.01% | 87 | -232 | -5.99% | Q4 2025 | Feb 09, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 3,392 | 253 | 0.24% | — | 88 | +3,392 | New | Q4 2025 | Jan 23, 2026 |
| StoneX Group Inc. | History | New | 3,302 | 246 | 0.01% | — | 89 | +3,302 | New | Q4 2025 | Feb 12, 2026 |
| GoalVest Advisory LLC | History | New | 3,299 | 246 | 0.05% | — | 90 | +3,299 | New | Q4 2025 | Jan 05, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 3,299 | 246 | 0.16% | 0.17% | 91 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 3,216 | 240 | 0.01% | 0.02% | 92 | -1,073 | -25.02% | Q4 2025 | Jan 28, 2026 |
| CIBC WORLD MARKET INC. | History | New | 2,874 | 214 | 0.0% | — | 93 | +2,874 | New | Q4 2025 | Feb 10, 2026 |
| HBK Sorce Advisory LLC | History | New | 2,818 | 213 | 0.0% | — | 94 | +2,818 | New | Q4 2025 | Feb 09, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 2,850 | 212 | 0.08% | 0.09% | 95 | -330 | -10.38% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 2,089 | 156 | 0.0% | 0.0% | 96 | -3,457 | -62.33% | Q4 2025 | Jan 29, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 1,885 | 140 | 0.03% | 0.03% | 97 | +8 | 0.43% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | No change | 1,869 | 139 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,797 | 134 | 0.01% | — | 99 | +1,797 | New | Q4 2025 | Feb 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,721 | 128 | 0.0% | 0.0% | 100 | +1,521 | 760.5% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,714 | 128 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 933 | 69 | 0.0% | 0.0% | 102 | +209 | 28.87% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Added to | 879 | 65 | 0.0% | 0.0% | 104 | +725 | 470.78% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 872 | 65 | 0.0% | 0.0% | 103 | -174 | -16.63% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Added to | 804 | 60 | 0.0% | 0.0% | 105 | +5 | 0.63% | Q4 2025 | Jan 30, 2026 |
| GODSEY & GIBB, INC | History | New | 773 | 57 | 0.01% | — | 106 | +773 | New | Q4 2025 | Jan 27, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 714 | 53 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | No change | 700 | 52 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 502 | 37 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 473 | 35 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 391 | 29 | 0.0% | 0.01% | 111 | -6,328 | -94.18% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 270 | 20 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 278 | 20 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Realta Investment Advisors | History | Added to | 203 | 15 | 0.0% | 0.0% | 114 | +181 | 822.73% | Q4 2025 | Jan 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 116 | 9 | 0.0% | 0.0% | 115 | -46 | -28.4% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Added to | 114 | 8 | 0.0% | 0.0% | 116 | +47 | 70.15% | Q4 2025 | Jan 26, 2026 |
| Johnson Financial Group, Inc. | History | No change | 56 | 4 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,411 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,138 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -2,887 | -100.0% | Q3 2025 | Nov 19, 2025 |
| ST GERMAIN D J CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,836 | -100.0% | Q3 2025 | Oct 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -571 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2025 | Nov 18, 2025 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |