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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$342M +$291M +6,446,815 +781%
JP Morgan Chase
2
JP Morgan Chase
New York
$153M +$17.6M +390,546 +14%
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$109M +$3.05M +67,479 +3%
Morgan Stanley
4
Morgan Stanley
New York
$67M +$40.1M +887,335 +165%
HighTower Advisors
5
HighTower Advisors
Illinois
$60.7M +$3.38M +74,761 +6%
SI
6
Stephens Inc
Arkansas
$50.9M +$1.65M +36,498 +3%
WP
7
WMS Partners
Maryland
$49.6M -$319K -7,068 -0.7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$48.6M +$40.7M +902,262 +700%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$48.2M -$1.41M -31,326 -3%
AFA
10
AllGen Financial Advisors
Florida
$44.9M +$10.4M +230,315 +32%
CA
11
CGN Advisors
Kansas
$39.5M +$37.3M +825,276 +6,262%
DBRC
12
D.B. Root & Company
Pennsylvania
$38.6M +$620K +13,738 +2%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$38.4M +$8.51M +188,548 +30%
VAMG
14
Voisard Asset Management Group
Michigan
$36.1M +$34.6M +766,871 New
GSAM
15
Grant Street Asset Management
Pennsylvania
$35.5M +$2.53M +55,941 +8%
HG
16
Harbor Group
New Hampshire
$34.6M +$33M +729,924 +13,053%
FPIS
17
Financial Planning & Information Services
Wisconsin
$32.9M +$3.66M +81,059 +13%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$28.6M +$2.15M +47,611 +9%
Osaic Holdings
19
Osaic Holdings
Arizona
$26.2M +$16M +353,794 +174%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$24.9M +$4.32M +95,694 +22%
Stifel Financial
21
Stifel Financial
Missouri
$24.7M +$12.8M +282,945 +118%
CAL
22
Capital Analysts LLC
Pennsylvania
$24M +$163K +3,612 +0.7%
SFI
23
SPC Financial Inc
Maryland
$23.6M +$22.7M +501,797 New
HFM
24
Hartford Financial Management
Connecticut
$22.5M +$16.1M +356,987 +293%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$19.5M +$3.77M +83,585 +25%