We are live on ! Find out more
JCPB icon

JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AGP
176
Autumn Glory Partners
Texas
$483K
ASN
177
Advisory Services Network
Georgia
$480K +$177K +3,814 +59%
PCS
178
Personal CFO Solutions
New Jersey
$470K +$70.8K +1,522 +18%
CCFM
179
Clear Creek Financial Management
Washington
$466K +$464K +9,980 New
SIAP
180
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$459K +$458K +9,850 New
TCA
181
Transcend Capital Advisors
New Jersey
$457K +$21.6K +464 +5%
UWM
182
USAdvisors Wealth Management
Minnesota
$400K +$59.9K +1,287 +18%
JWA
183
JFS Wealth Advisors
Pennsylvania
$398K +$81.5K +1,752 +26%
GIA
184
Gladstone Institutional Advisory
Florida
$398K +$119K +2,553 +43%
Comerica Bank
185
Comerica Bank
Texas
$389K -$9.49K -204 -2%
AG
186
Ascent Group
Virginia
$376K +$20.2K +434 +6%
CFS
187
CGC Financial Services
Oregon
$370K -$412K -8,861 -53%
US Bancorp
188
US Bancorp
Minnesota
$358K +$357K +7,679 New
PAG
189
Private Advisor Group
New Jersey
$350K -$31K -667 -8%
TNBTD
190
Trustmark National Bank Trust Department
Mississippi
$341K +$93K +2,000 +38%
Envestnet Portfolio Solutions
191
Envestnet Portfolio Solutions
Illinois
$339K +$54.9K +1,179 +19%
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
$326K +$325K +6,985 New
LSPW
193
Lake Street Private Wealth
Illinois
$319K -$20.9K -449 -6%
FA
194
Fountainhead AM
New Jersey
$303K +$302K +6,499 New
SCM
195
Stonehearth Capital Management
Massachusetts
$287K +$9.68K +208 +4%
TI
196
Tidal Investments
Wisconsin
$284K +$2.14K +46 +0.8%
MOS
197
MGO One Seven
Ohio
$265K -$76.8K -1,650 -23%
LW
198
Linscomb Wealth
Texas
$260K +$16.5K +355 +7%
PFS
199
Prospera Financial Services
Texas
$258K +$258K +5,535 New
BFA
200
Beaumont Financial Advisors
Massachusetts
$255K -$13.1K -282 -5%