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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
$40.5M -$58.6M -1,067,259 -59%
PWMG
2
Prestige Wealth Management Group
New Jersey
$24.7M +$54.6K +994 +0.2%
HighTower Advisors
3
HighTower Advisors
Illinois
$18.5M +$905K +16,480 +5%
CP
4
Capital Planning
Washington
$5.9M +$74K +1,348 +1%
Stifel Financial
5
Stifel Financial
Missouri
$3.99M +$177K +3,225 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.74M +$64.3K +1,171 +2%
DT
7
Daniels + Tansey
Delaware
$3.67M -$72K -1,311 -2%
HIM
8
Hotaling Investment Management
Pennsylvania
$2.87M -$67.5K -1,230 -2%
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$2.49M +$447K +8,133 +22%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$2.28M +$56.1K +1,022 +3%
DIM
11
Delta Investment Management
California
$1.69M -$14.8K -269 -0.9%
AWM
12
Apollon Wealth Management
South Carolina
$1.5M +$200K +3,645 +15%
Citadel Advisors
13
Citadel Advisors
Florida
$1.2M +$531K +9,663 +78%
FTUS
14
Flow Traders U.S.
New York
$1.06M -$2.95M -53,662 -73%
KWM
15
Kingsview Wealth Management
Oregon
$1M +$423K +7,697 +72%
FWM
16
Foresight Wealth Management
Utah
$987K -$41.3K -753 -4%
5L
17
55I LLC
Massachusetts
$857K +$609K +11,098 +239%
FFA
18
Fragasso Financial Advisors
Pennsylvania
$723K – – –
Jane Street
19
Jane Street
New York
$343K -$1.45M -26,487 -81%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$329K +$331K +6,033 New
CAL
21
Capital Analysts LLC
Pennsylvania
$296K -$13.2K -240 -4%
Osaic Holdings
22
Osaic Holdings
Arizona
$238K -$28K -510 -10%
LB
23
Leo Brokerage
Texas
$235K +$237K +4,310 New
LFG
24
Larson Financial Group
Missouri
$231K +$384 +7 +0.2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$124K -$5.16K -94 -4%
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