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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
$54.4M +$2.29M +47,831 +4%
DBRC
2
D.B. Root & Company
Pennsylvania
$26.7M +$3.7M +77,143 +15%
PWMG
3
Prestige Wealth Management Group
New Jersey
$22.1M +$331K +6,892 +1%
PWA
4
Peterson Wealth Advisors
Utah
$19.5M -$70.5K -1,470 -0.3%
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$17.1M +$13M +271,126 +268%
HighTower Advisors
6
HighTower Advisors
Illinois
$16.3M +$5.39M +112,283 +46%
GC
7
Gratus Capital
Georgia
$14.8M +$15.5M +322,412 New
AFA
8
AllGen Financial Advisors
Florida
$14.3M +$17.9M +372,673 New
Morgan Stanley
9
Morgan Stanley
New York
$12.6M +$1.51M +31,390 +13%
FWP
10
FAS Wealth Partners
Kansas
$11.8M +$54.3K +1,132 +0.4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$11.4M +$2.1M +43,703 +21%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$9.66M +$4.4M +91,731 +77%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$8.11M +$2.44M +50,843 +40%
AWE
14
Avidian Wealth Enterprises
Texas
$7.48M +$138K +2,867 +2%
IA
15
Integrity Advisory
Kansas
$7.43M -$613K -12,772 -7%
CA
16
CGN Advisors
Kansas
$7.18M +$2.12M +44,193 +39%
CHA
17
Cooper/Haims Advisors
New York
$6.62M -$2.73M -56,821 -28%
LSPW
18
Lake Street Private Wealth
Illinois
$5.92M +$2.65M +55,283 +1,196%
MPWT
19
MassMutual Private Wealth & Trust
Connecticut
$5.57M -$158K -3,304 -3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.18M +$3.51M +73,161 +184%
LC
21
Legacy CG
Texas
$5.13M -$3.68M -76,689 -41%
LWMNY
22
Landmark Wealth Management (New York)
New York
$4.82M -$2.08M -43,345 -29%
CP
23
Capital Planning
Washington
$4.42M +$4.06M +84,731 +728%
Jane Street
24
Jane Street
New York
$3.93M +$1.32M +27,514 +47%
WWM
25
Windsor Wealth Management
Indiana
$3.84M +$1.27M +26,579 +46%