We are live on ! Find out more
JCPB icon

JPMorgan Core Plus Bond ETF
JCPB

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
351
Dynamic Advisor Solutions
Arizona
$402K +$36.8K +774 +10%
AWMI
352
Aegis Wealth Management (Iowa)
Iowa
$391K +$393K +8,258 New
SWGC
353
Summit Wealth Group (Colorado)
Colorado
$383K +$385K +8,087 New
KIM
354
Kestra Investment Management
Texas
$382K +$3.19K +67 +0.8%
FIA
355
Foundations Investment Advisors
Arizona
$374K +$376K +7,897 New
TC
356
Trust Company
Kansas
$371K +$372K +7,826 New
RFN
357
RDA Financial Network
Iowa
$370K +$9.37K +197 +3%
WCM
358
WealthTrak Capital Management
Virginia
$366K +$2.62K +55 +0.7%
RIA
359
Regal Investment Advisors
Michigan
$365K +$367K +7,719 New
WAAG
360
Wealth Alliance Advisory Group
Kansas
$365K +$367K +7,709 New
FHC
361
First Heartland Consultants
Missouri
$360K +$35.5K +747 +11%
BAMG
362
Brand Asset Management Group
Missouri
$350K +$352K +7,397 New
SCM
363
Stonehearth Capital Management
Massachusetts
$343K -$17.4K -366 -5%
PGF
364
Plan Group Financial
Oklahoma
$339K +$115K +2,421 +51%
WFG
365
Wills Financial Group
Virginia
$333K +$999 +21 +0.3%
BS
366
BCI Securities
Florida
$330K +$332K +6,971 New
EWA
367
EP Wealth Advisors
California
$309K +$310K +6,523 New
STA
368
Summit Trail Advisors
New York
$309K – – –
CWM
369
Comprehensive Wealth Management
Washington
$308K +$90.7K +1,907 +41%
CL
370
Choreo LLC
Illinois
$303K – – –
MFG
371
Merit Financial Group
Georgia
$299K -$1.52K -32 -0.5%
CCFM
372
Clear Creek Financial Management
Washington
$297K – – –
SCM
373
SOL Capital Management
Maryland
$296K – – –
SWM
374
Silverlake Wealth Management
Vermont
$293K +$618 +13 +0.2%
SAG
375
SageView Advisory Group
California
$289K +$7.28K +153 +3%
13 14
15
16 17