We are live on ! Find out more
JCPB icon

JPMorgan Core Plus Bond ETF
JCPB

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
151
WBH Advisory
Maryland
$9.06M +$589K +12,415 +7%
5W
152
5T Wealth
California
$8.93M +$960K +20,220 +12%
EFG
153
Embree Financial Group
Illinois
$8.85M +$2.96M +62,285 +50%
NEWAS
154
N.E.W. Advisory Services
Wisconsin
$8.83M -$3.43M -72,289 -28%
OC
155
Oppenheimer & Co
New York
$8.31M +$634K +13,364 +8%
SA
156
Sanctuary Advisors
Indiana
$8.23M +$1.53M +32,197 +23%
MMA
157
Miracle Mile Advisors
California
$8.14M -$4.75K -100 -0.1%
IP
158
Ignite Planners
California
$8.05M +$320K +6,736 +4%
AA
159
Alpha Advisors
Virginia
$7.85M -$4.47M -94,250 -36%
WIC
160
Whitegate Investment Counselors
New Hampshire
$7.49M +$503K +10,609 +7%
WB
161
WesBanco Bank
West Virginia
$7.48M +$3.73M +78,623 +98%
VWA
162
Visionary Wealth Advisors
Illinois
$7.43M -$1.2M -25,387 -14%
MWA
163
MN Wealth Advisors
Kansas
$7.33M +$958K +20,192 +15%
AWM
164
Apollon Wealth Management
South Carolina
$7.27M +$244K +5,146 +3%
LPAM
165
Lodestar Private Asset Management
California
$7.22M +$155K +3,257 +2%
KWA
166
Kellett Wealth Advisors
Ohio
$7.2M +$7.25M +152,848 New
BWM
167
Base Wealth Management
Florida
$7.17M +$1.6M +33,801 +29%
CIA
168
Concurrent Investment Advisors
Florida
$7.16M +$1.39M +29,234 +24%
MCC
169
Money Concepts Capital
Florida
$7.16M +$3.68M +77,614 +104%
T
170
Tableaux
Massachusetts
$7.04M +$2.57M +54,174 +57%
MG
171
Mather Group
Illinois
$6.78M +$80.2K +1,689 +1%
EFS
172
Essex Financial Services
Connecticut
$6.54M +$2.81M +59,107 +74%
PJWM
173
Philip James Wealth Mangement
Georgia
$6.18M -$3.1M -65,220 -33%
HWMO
174
Heritage Wealth Management (Ohio)
Ohio
$6M +$604K +12,730 +11%
BCA
175
Bay Colony Advisors
Massachusetts
$5.96M +$1.79M +37,768 +42%
5 6
7
8 9