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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
$334M +$17.1M +370,856 +5%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$123M +$7.92M +172,168 +7%
JP Morgan Chase
3
JP Morgan Chase
New York
$90.6M -$59.3M -1,289,612 -40%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$86.3M +$6.25M +136,038 +8%
GSAM
5
Grant Street Asset Management
Pennsylvania
$66.4M +$1.69M +36,808 +3%
WP
6
WMS Partners
Maryland
$65.1M +$7.48M +162,704 +13%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$62.8M +$14M +304,621 +29%
HighTower Advisors
8
HighTower Advisors
Illinois
$60.4M +$986K +21,444 +2%
CA
9
CGN Advisors
Kansas
$52.5M +$5.34M +116,117 +11%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$49.1M +$1.56M +34,008 +3%
DBRC
11
D.B. Root & Company
Pennsylvania
$48.5M +$3.35M +72,953 +7%
Corient Private Wealth
12
Corient Private Wealth
Florida
$47.9M +$8.39M +182,434 +22%
AFA
13
AllGen Financial Advisors
Florida
$47.4M -$6.3M -137,040 -12%
SI
14
Stephens Inc
Arkansas
$47.1M -$2.58M -56,127 -5%
FPIS
15
Financial Planning & Information Services
Wisconsin
$46M +$5.8M +126,130 +15%
SPA
16
Sentinel Pension Advisors
Massachusetts
$43.8M +$43.4M +944,915 New
WWM
17
Wiser Wealth Management
Georgia
$42.2M +$2.04M +44,344 +5%
BWL
18
Bogart Wealth LLC
Virginia
$39.8M +$793K +17,241 +2%
Mariner
19
Mariner
Kansas
$39.2M +$31.4M +683,242 +420%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$39.1M +$4.12M +89,677 +12%
Morgan Stanley
21
Morgan Stanley
New York
$38.1M -$216K -4,689 -0.6%
VAMG
22
Voisard Asset Management Group
Michigan
$38M +$698K +15,180 +2%
VAS
23
Vestmark Advisory Solutions
Massachusetts
$37.8M +$5.71M +124,163 +18%
HG
24
Harbor Group
New Hampshire
$37.6M +$1.56M +33,916 +4%
MCIA
25
Mountain Capital Investment Advisors
Colorado
$31.4M +$2.06M +44,717 +7%