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JPMorgan Core Plus Bond ETF
JCPB

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$99.2M +$71.7M +1,320,657 +269%
PWMG
2
Prestige Wealth Management Group
New Jersey
$24.7M -$1.23M -22,637 -5%
HighTower Advisors
3
HighTower Advisors
Illinois
$17.6M +$729K +13,413 +4%
CP
4
Capital Planning
Washington
$5.85M +$559K +10,289 +11%
FTUS
5
Flow Traders U.S.
New York
$4.01M +$1.15M +21,202 +41%
Stifel Financial
6
Stifel Financial
Missouri
$3.83M +$441K +8,114 +13%
DT
7
Daniels + Tansey
Delaware
$3.77M +$141K +2,602 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.69M +$363K +6,683 +11%
HIM
9
Hotaling Investment Management
Pennsylvania
$2.95M -$41.9K -771 -1%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$2.23M +$92.7K +1,706 +4%
MPWT
11
MassMutual Private Wealth & Trust
Connecticut
$2.05M -$59.5K -1,095 -3%
Jane Street
12
Jane Street
New York
$1.79M +$1.78M +32,786 New
DIM
13
Delta Investment Management
California
$1.72M -$1.56M -28,677 -48%
AWM
14
Apollon Wealth Management
South Carolina
$1.31M +$707K +13,021 +119%
FWM
15
Foresight Wealth Management
Utah
$1.03M +$9.67K +178 +1%
MA
16
Mutual Advisors
Nebraska
$789K -$412K -7,585 -34%
FFA
17
Fragasso Financial Advisors
Pennsylvania
$726K – – –
Citadel Advisors
18
Citadel Advisors
Florida
$675K +$670K +12,335 New
KWM
19
Kingsview Wealth Management
Oregon
$586K +$14.3K +263 +3%
RJT
20
Raymond James Trust
Florida
$533K +$529K +9,743 New
CAL
21
Capital Analysts LLC
Pennsylvania
$310K +$105K +1,937 +52%
Osaic Holdings
22
Osaic Holdings
Arizona
$266K +$113K +2,074 +74%
5L
23
55I LLC
Massachusetts
$254K +$252K +4,634 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$252K +$250K +4,605 New
LFG
25
Larson Financial Group
Missouri
$231K +$205K +3,771 +831%
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