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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
$319M -$19.8M -425,627 -6%
JP Morgan Chase
2
JP Morgan Chase
New York
$151M -$36.5K -785 -0%
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$116M +$8.15M +175,127 +8%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$80.6M +$32.4M +695,805 +67%
GSAM
5
Grant Street Asset Management
Pennsylvania
$65.1M +$29.9M +642,797 +85%
HighTower Advisors
6
HighTower Advisors
Illinois
$59.8M -$277K -5,964 -0.5%
WP
7
WMS Partners
Maryland
$57.9M +$8.79M +188,884 +18%
AFA
8
AllGen Financial Advisors
Florida
$54.2M +$9.64M +207,132 +22%
SI
9
Stephens Inc
Arkansas
$50M -$364K -7,831 -0.7%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$49M +$11M +235,916 +29%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$47.8M +$76.4K +1,643 +0.2%
CA
12
CGN Advisors
Kansas
$47.5M +$8.35M +179,451 +21%
DBRC
13
D.B. Root & Company
Pennsylvania
$45.5M +$7.19M +154,514 +19%
WWM
14
Wiser Wealth Management
Georgia
$40.4M +$40.3M +867,111 New
FPIS
15
Financial Planning & Information Services
Wisconsin
$40.4M +$7.72M +165,925 +24%
Corient Private Wealth
16
Corient Private Wealth
Florida
$39.5M +$21.6M +464,724 +121%
BWL
17
Bogart Wealth LLC
Virginia
$39.3M +$39.2M +842,644 New
Morgan Stanley
18
Morgan Stanley
New York
$38.6M -$27.7M -596,360 -42%
VAMG
19
Voisard Asset Management Group
Michigan
$37.6M +$1.81M +38,986 +5%
Osaic Holdings
20
Osaic Holdings
Arizona
$36.5M +$10.5M +226,072 +41%
HG
21
Harbor Group
New Hampshire
$36.2M +$1.93M +41,469 +6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$35.2M +$10.4M +224,572 +42%
VAS
23
Vestmark Advisory Solutions
Massachusetts
$32.3M +$3.96M +85,148 +14%
MCIA
24
Mountain Capital Investment Advisors
Colorado
$28.9M +$29.2M +626,791 New
CF
25
Corrigan Financial
Rhode Island
$28.2M +$28.1M +603,948 New