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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
$58.4M +$18M +331,788 +45%
PWMG
2
Prestige Wealth Management Group
New Jersey
$25.4M +$810K +14,890 +3%
HighTower Advisors
3
HighTower Advisors
Illinois
$18.7M +$343K +6,301 +2%
DBRC
4
D.B. Root & Company
Pennsylvania
$17.3M +$17.3M +318,286 New
DT
5
Daniels + Tansey
Delaware
$8.24M +$4.6M +84,524 +126%
5L
6
55I LLC
Massachusetts
$7.36M +$6.52M +119,880 +762%
CP
7
Capital Planning
Washington
$5.98M +$97K +1,784 +2%
FWP
8
FAS Wealth Partners
Kansas
$5.02M +$5.03M +92,532 New
AWM
9
Apollon Wealth Management
South Carolina
$4.61M +$3.12M +57,302 +208%
Stifel Financial
10
Stifel Financial
Missouri
$4.06M +$88.7K +1,631 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.71M -$9.46K -174 -0.3%
Jane Street
12
Jane Street
New York
$3.13M +$2.8M +51,420 +816%
HIM
13
Hotaling Investment Management
Pennsylvania
$2.91M +$53.4K +982 +2%
MPWT
14
MassMutual Private Wealth & Trust
Connecticut
$2.49M +$11K +203 +0.4%
DIM
15
Delta Investment Management
California
$1.78M +$91.4K +1,681 +5%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$1.05M +$724K +13,316 +221%
ICM
17
IMS Capital Management
Oregon
$1M +$1.01M +18,520 New
FWM
18
Foresight Wealth Management
Utah
$972K -$10.9K -201 -1%
KWM
19
Kingsview Wealth Management
Oregon
$884K -$117K -2,154 -12%
IA
20
IFP Advisors
Florida
$743K +$691K +12,695 New
FFA
21
Fragasso Financial Advisors
Pennsylvania
$720K – – –
LFG
22
Larson Financial Group
Missouri
$485K +$256K +4,702 +111%
Citadel Advisors
23
Citadel Advisors
Florida
$400K -$795K -14,622 -66%
AWC
24
Adamsbrown Wealth Consultants
Kansas
$374K +$375K +6,892 New
Osaic Holdings
25
Osaic Holdings
Arizona
$321K +$83.2K +1,530 +35%
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