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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$1.33B +$1.04B +22,181,970 +356%
HWM
2
HB Wealth Management
Georgia
$731M +$56.6M +1,207,454 +8%
Morgan Stanley
3
Morgan Stanley
New York
$588M +$195M +4,163,299 +50%
Raymond James Financial
4
Raymond James Financial
Florida
$415M +$99.8M +2,128,603 +32%
FMI
5
Factory Mutual Insurance
Massachusetts
$375M +$100M +2,137,000 +37%
JP Morgan Chase
6
JP Morgan Chase
New York
$357M +$95.4M +2,033,334 +37%
OCA
7
OpenArc Corporate Advisory
Georgia
$254M +$28.4M +605,641 +13%
Mariner
8
Mariner
Kansas
$253M +$31.6M +672,849 +14%
Bank of America
9
Bank of America
North Carolina
$248M -$4.01M -85,555 -2%
DWM
10
Dynasty Wealth Management
Florida
$236M +$27.1M +577,817 +13%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$222M +$77.7M +1,656,571 +54%
MWM
12
Modern Wealth Management
Kansas
$202M +$99.2M +2,114,609 +97%
LWMT
13
Legacy Wealth Management (Tennessee)
Tennessee
$190M +$8.91M +190,026 +5%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$177M +$9.27M +197,668 +6%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$164M +$65.7M +1,401,083 +67%
HighTower Advisors
16
HighTower Advisors
Illinois
$160M +$8.17M +174,304 +5%
LPL Financial
17
LPL Financial
California
$157M +$77.9M +1,661,136 +99%
VFA
18
Valeo Financial Advisors
Indiana
$138M +$10.3M +220,479 +8%
MAWA
19
Moss Adams Wealth Advisors
Washington
$136M +$13M +277,639 +11%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$135M +$12.3M +262,780 +10%
SFS
21
Summit Financial Strategies
Ohio
$131M +$7.56M +161,188 +6%
Osaic Holdings
22
Osaic Holdings
Arizona
$123M +$18.6M +395,568 +18%
VAS
23
Vestmark Advisory Solutions
Massachusetts
$115M +$5.37M +114,577 +5%
CWS
24
Confluence Wealth Services
Pennsylvania
$111M +$25.2M +536,983 +29%
Wells Fargo
25
Wells Fargo
California
$110M -$3.01M -64,279 -3%