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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$54.7M +$393K +8,063 +0.7%
DBRC
2
D.B. Root & Company
Pennsylvania
$24.3M +$2.95M +60,480 +14%
PWMG
3
Prestige Wealth Management Group
New Jersey
$22.8M -$472K -9,674 -2%
PWA
4
Peterson Wealth Advisors
Utah
$20.5M +$20.8M +426,706 New
FWP
5
FAS Wealth Partners
Kansas
$12.3M +$7.96M +163,078 +175%
Morgan Stanley
6
Morgan Stanley
New York
$11.7M +$6.74M +138,205 +131%
HighTower Advisors
7
HighTower Advisors
Illinois
$11.7M -$5.27M -107,910 -31%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$9.83M +$7.66M +156,988 +329%
CHA
9
Cooper/Haims Advisors
New York
$9.66M +$9.81M +201,036 New
LC
10
Legacy CG
Texas
$9.06M +$9.2M +188,596 New
IA
11
Integrity Advisory
Kansas
$8.39M +$2.18M +44,621 +34%
AWE
12
Avidian Wealth Enterprises
Texas
$7.7M +$7.82M +160,197 New
LWMNY
13
Landmark Wealth Management (New York)
New York
$7.12M -$9.91M -203,089 -58%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$6.05M +$1.2M +24,530 +24%
MPWT
15
MassMutual Private Wealth & Trust
Connecticut
$5.99M -$671K -13,745 -10%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$5.71M +$5.8M +118,766 New
LB
17
Leo Brokerage
Texas
$5.57M -$4.45M -91,205 -44%
CA
18
CGN Advisors
Kansas
$5.39M +$394K +8,084 +8%
LWMT
19
Legacy Wealth Management (Tennessee)
Tennessee
$4.86M +$4.94M +101,236 New
CP
20
Castleview Partners
Texas
$4.32M +$4.21M +86,221 +538,881%
DWP
21
Destiny Wealth Partners
Florida
$3.59M +$3.64M +74,680 New
Stifel Financial
22
Stifel Financial
Missouri
$3.58M +$450K +9,217 +14%
DT
23
Daniels + Tansey
Delaware
$3.34M +$1.33M +27,314 +65%
HIM
24
Hotaling Investment Management
Pennsylvania
$2.86M +$79.3K +1,625 +3%
Jane Street
25
Jane Street
New York
$2.79M +$262K +5,361 +10%