We are live on ! Find out more
JCPB icon

JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$11.1M +$10.6M +227,524 +2,496%
ATWA
102
Arbor Trust Wealth Advisors
Michigan
$10.9M +$475K +10,225 +5%
FCG
103
Financial Connections Group
California
$10.8M -$10.8M -231,612 -50%
MIA
104
Milestone Investment Advisors
Wisconsin
$10.8M +$120K +2,587 +1%
APW
105
Acima Private Wealth
Virginia
$10.8M -$2.42M -52,146 -19%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$10.6M +$1.46M +31,450 +16%
Jones Financial Companies
107
Jones Financial Companies
Missouri
$10.2M +$1.55M +33,357 +18%
T
108
Tableaux
Massachusetts
$10.1M +$858K +18,447 +9%
BWM
109
BCGM Wealth Management
Indiana
$9.99M -$951K -20,451 -9%
EFL
110
ERn Financial LLC
Wisconsin
$9.88M +$1.38M +29,657 +16%
DADC
111
D.A. Davidson & Co
Montana
$9.59M +$3.32M +71,353 +54%
VWA
112
Visionary Wealth Advisors
Illinois
$9.09M -$4.26M -91,699 -32%
MWM
113
Modern Wealth Management
Kansas
$9.05M +$8.95M +192,483 New
BWA
114
Boulder Wealth Advisors
Colorado
$9.01M +$317K +6,809 +4%
SPIA
115
Steward Partners Investment Advisory
New York
$8.98M +$2.57M +55,243 +41%
SO
116
Sierra Ocean
California
$8.97M +$773K +16,616 +10%
WC
117
Waterloo Capital
Texas
$8.79M +$3.84M +82,542 +79%
FFG
118
Floyd Financial Group
Missouri
$8.57M +$296K +6,358 +4%
PWM
119
Perigon Wealth Management
California
$8.47M -$4.18M -89,937 -33%
AAS
120
Avantax Advisory Services
Texas
$8.3M +$1.14M +24,456 +16%
PJWM
121
Philip James Wealth Mangement
Georgia
$7.98M +$812K +17,469 +11%
LWMNY
122
Landmark Wealth Management (New York)
New York
$7.71M -$145K -3,122 -2%
CWMS
123
Cannon Wealth Management Services
North Carolina
$7.69M +$219K +4,713 +3%
FA
124
Fagan Associates
New York
$7.5M +$2.29M +49,231 +45%
TPA
125
Trivium Point Advisory
Connecticut
$7.4M +$1.28M +27,532 +21%