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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
$57.7M +$2.87M +54,845 +5%
PWMG
2
Prestige Wealth Management Group
New Jersey
$24.8M +$910K +17,364 +4%
DBRC
3
D.B. Root & Company
Pennsylvania
$22.7M +$6.63M +126,646 +40%
HighTower Advisors
4
HighTower Advisors
Illinois
$18M +$352K +6,728 +2%
5L
5
55I LLC
Massachusetts
$14.7M +$7.98M +152,287 +112%
LB
6
Leo Brokerage
Texas
$10.6M +$10.9M +207,160 New
LWMNY
7
Landmark Wealth Management (New York)
New York
$9.15M +$9.88M +188,619 +116%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.46M +$8.68M +165,690 New
AWM
9
Apollon Wealth Management
South Carolina
$7.43M +$3.17M +60,542 +71%
MPWT
10
MassMutual Private Wealth & Trust
Connecticut
$7.07M +$4.85M +92,611 +202%
IA
11
Integrity Advisory
Kansas
$6.64M +$6.81M +130,017 New
CP
12
Capital Planning
Washington
$5.75M +$138K +2,644 +2%
Morgan Stanley
13
Morgan Stanley
New York
$5.4M +$5.54M +105,812 +10,581,200%
CA
14
CGN Advisors
Kansas
$5.32M +$5.46M +104,224 New
VAS
15
Vestmark Advisory Solutions
Massachusetts
$5.18M +$4.3M +82,112 +424%
FWP
16
FAS Wealth Partners
Kansas
$4.75M +$24K +458 +0.5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.42M +$950K +18,136 +27%
Stifel Financial
18
Stifel Financial
Missouri
$3.33M -$504K -9,625 -13%
HIM
19
Hotaling Investment Management
Pennsylvania
$2.96M +$221K +4,223 +8%
Jane Street
20
Jane Street
New York
$2.69M -$262K -4,998 -9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.44M +$2.27M +43,273 +977%
DT
22
Daniels + Tansey
Delaware
$2.16M -$5.74M -109,538 -72%
DIM
23
Delta Investment Management
California
$1.65M -$25.6K -488 -1%
IA
24
IFP Advisors
Florida
$1.15M +$479K +9,137 +72%
ICM
25
IMS Capital Management
Oregon
$959K +$13.1K +250 +1%
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