We are live on ! Find out more
JCPB icon

JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
176
Base Wealth Management
Florida
$3.11M +$266K +5,718 +9%
MCM
177
MidAtlantic Capital Management
Virginia
$2.98M +$74.7K +1,608 +3%
MCC
178
Money Concepts Capital
Florida
$2.95M +$167K +3,598 +6%
AF
179
Allworth Financial
California
$2.75M -$190K -4,087 -7%
HI
180
Harbour Investments
Wisconsin
$2.75M -$49K -1,054 -2%
AWA
181
Acorn Wealth Advisors
Michigan
$2.67M +$169K +3,648 +7%
Bank of New York Mellon
182
Bank of New York Mellon
New York
$2.65M +$1.28M +27,500 +95%
TNBTD
183
Trustmark National Bank Trust Department
Mississippi
$2.59M +$55.7K +1,200 +2%
Creative Planning
184
Creative Planning
Kansas
$2.55M +$72.6K +1,562 +3%
CFS
185
Coordinated Financial Services
Colorado
$2.55M +$245K +5,278 +11%
MFG
186
Mainsail Financial Group
Washington
$2.51M +$2.52M +54,162 New
LA
187
LexAurum Advisors
Kansas
$2.51M +$114K +2,449 +5%
CAWM
188
Capital Advisors Wealth Management
Washington
$2.42M -$1.81K -39 -0.1%
BTD
189
BankPlus Trust Department
Mississippi
$2.4M +$172K +3,698 +8%
PG
190
Patten Group
Tennessee
$2.35M +$308K +6,628 +15%
HWMO
191
Heritage Wealth Management (Ohio)
Ohio
$2.31M +$422K +9,090 +23%
AWM
192
Apollon Wealth Management
South Carolina
$2.31M +$901K +19,400 +66%
LWMI
193
Legacy Wealth Management (Idaho)
Idaho
$2.21M +$2.06M +44,244 +1,612%
LIS
194
Legacy Investment Solutions
Idaho
$2.21M +$2.18M +46,989 New
WIM
195
WealthPlan Investment Management
Nebraska
$2.2M +$2.18M +46,840 New
BEI
196
Benjamin Edwards Inc
Missouri
$2.18M -$201K -4,323 -9%
OC
197
Oarsman Capital
Wisconsin
$2.17M +$49.9K +1,074 +2%
EWA
198
Etesian Wealth Advisors
Oregon
$2.14M +$3.53K +76 +0.2%
QCIG
199
Quad-Cities Investment Group
Iowa
$2.13M +$58K +1,249 +3%
SCM
200
Saxony Capital Management
Missouri
$2.06M +$41.7K +897 +2%