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icono de JCPB

JPMorgan Core Plus Bond ETF
JCPB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Betterment LLC
1
Betterment LLC
New York
USD 1334 M +USD 1040 M +22,181,970 +356%
HB Wealth Management
2
HB Wealth Management
Georgia
USD 731 M +USD 56.6 M +1,207,454 +8%
Morgan Stanley
3
Morgan Stanley
New York
USD 588 M +USD 195 M +4,163,299 +50%
Raymond James Financial
4
Raymond James Financial
Florida
USD 415 M +USD 100 M +2,128,603 +32%
Factory Mutual Insurance
5
Factory Mutual Insurance
Massachusetts
USD 375 M +USD 100 M +2,137,000 +37%
JP Morgan Chase
6
JP Morgan Chase
New York
USD 357 M +USD 95.4 M +2,033,334 +37%
OpenArc Corporate Advisory
7
OpenArc Corporate Advisory
Georgia
USD 254 M +USD 28.4 M +605,641 +13%
Mariner
8
Mariner
Kansas
USD 253 M +USD 31.6 M +672,849 +14%
Bank of America
9
Bank of America
North Carolina
USD 248 M -USD 4.01 M -85,555 -2%
Dynasty Wealth Management
10
Dynasty Wealth Management
Florida
USD 236 M +USD 27.1 M +577,817 +13%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
USD 222 M +USD 77.7 M +1,656,571 +54%
Modern Wealth Management
12
Modern Wealth Management
Kansas
USD 202 M +USD 99.2 M +2,114,609 +97%
Legacy Wealth Management (Tennessee)
13
Legacy Wealth Management (Tennessee)
Tennessee
USD 190 M +USD 8.91 M +190,026 +5%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
USD 177 M +USD 9.27 M +197,668 +6%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
USD 164 M +USD 65.7 M +1,401,083 +67%
HighTower Advisors
16
HighTower Advisors
Illinois
USD 160 M +USD 8.17 M +174,304 +5%
LPL Financial
17
LPL Financial
California
USD 157 M +USD 77.9 M +1,661,136 +99%
Valeo Financial Advisors
18
Valeo Financial Advisors
Indiana
USD 138 M +USD 10.3 M +220,479 +8%
Moss Adams Wealth Advisors
19
Moss Adams Wealth Advisors
Washington
USD 136 M +USD 13 M +277,639 +11%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
USD 135 M +USD 12.3 M +262,780 +10%
Summit Financial Strategies
21
Summit Financial Strategies
Ohio
USD 131 M +USD 7.56 M +161,188 +6%
Osaic Holdings
22
Osaic Holdings
Arizona
USD 123 M +USD 18.6 M +395,568 +18%
Vestmark Advisory Solutions
23
Vestmark Advisory Solutions
Massachusetts
USD 115 M +USD 5.37 M +114,577 +5%
Confluence Wealth Services
24
Confluence Wealth Services
Pennsylvania
USD 111 M +USD 25.2 M +536,983 +29%
Wells Fargo
25
Wells Fargo
California
USD 110 M -USD 3.01 M -64,279 -3%
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