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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
$128M +$58.4M +1,275,986 +81%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$100M +$5.12M +111,920 +5%
DT
3
Daniels + Tansey
Delaware
$66.9M +$5.09M +111,332 +189%
HighTower Advisors
4
HighTower Advisors
Illinois
$54.2M +$15M +327,587 +37%
WP
5
WMS Partners
Maryland
$47.4M +$6.43M +140,417 +15%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$47.1M +$21.6M +470,986 +81%
SI
7
Stephens Inc
Arkansas
$46.6M +$47.8M +1,043,721 New
Bank of America
8
Bank of America
North Carolina
$36.9M -$13M -283,643 -26%
DBRC
9
D.B. Root & Company
Pennsylvania
$36M +$2.31M +50,550 +7%
AFA
10
AllGen Financial Advisors
Florida
$32.3M +$249K +5,440 +0.8%
GSAM
11
Grant Street Asset Management
Pennsylvania
$31.1M +$31.9M +697,130 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$28M +$3.26M +71,226 +13%
FPIS
13
Financial Planning & Information Services
Wisconsin
$27.6M +$4.22M +92,296 +18%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$25M +$7.36M +160,789 +40%
Morgan Stanley
15
Morgan Stanley
New York
$24M +$4.03M +88,159 +20%
CAL
16
Capital Analysts LLC
Pennsylvania
$22.6M +$14.9M +324,921 +180%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$19.4M +$1.5M +32,888 +8%
REMPR
18
Roof Eidam Maycock Peralta (REMP)
California
$16.3M +$1.18M +25,890 +8%
PWA
19
Peterson Wealth Advisors
Utah
$16.3M +$225K +4,907 +1%
DWP
20
Daymark Wealth Partners
Ohio
$16.1M +$1.69M +36,835 +11%
WWM
21
Windsor Wealth Management
Indiana
$15.6M +$2.99M +65,448 +23%
ACA
22
Aptus Capital Advisors
Alabama
$15.1M +$14.8M +322,836 +2,063%
GWANC
23
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.1M +$14.8M +322,836 +2,063%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$14.8M +$3.64M +79,575 +32%
GC
25
Gratus Capital
Georgia
$14.8M -$45.3K -989 -0.3%