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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
$384M +$26.6M +568,425 +7%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$147M +$7.61M +162,386 +5%
Raymond James Financial
3
Raymond James Financial
Florida
$143M +$146M +3,104,816 New
JP Morgan Chase
4
JP Morgan Chase
New York
$143M +$40.6M +866,519 +39%
GSAM
5
Grant Street Asset Management
Pennsylvania
$93.6M +$23.6M +503,936 +33%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$88.8M +$13M +277,491 +17%
MAWA
7
Moss Adams Wealth Advisors
Washington
$86.4M +$11.9M +253,902 +16%
WP
8
WMS Partners
Maryland
$84.6M +$8.14M +173,571 +10%
Wells Fargo
9
Wells Fargo
California
$82.6M +$83.8M +1,786,710 +25,308%
Mariner
10
Mariner
Kansas
$76M +$23.1M +492,728 +43%
VFA
11
Valeo Financial Advisors
Indiana
$68.3M +$52.7M +1,123,217 +313%
HighTower Advisors
12
HighTower Advisors
Illinois
$65.4M +$4.26M +90,771 +7%
CA
13
CGN Advisors
Kansas
$65.2M +$6.16M +131,341 +10%
Morgan Stanley
14
Morgan Stanley
New York
$64.9M +$18.9M +402,618 +40%
HFS
15
Hughes Financial Services
Virginia
$56.1M +$57.1M +1,217,581 New
DBRC
16
D.B. Root & Company
Pennsylvania
$54.3M +$3.11M +66,424 +6%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$51.7M +$7.96M +169,695 +18%
Osaic Holdings
18
Osaic Holdings
Arizona
$50.4M -$1.65M -35,116 -3%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$49.6M -$382K -8,147 -0.8%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$48.4M +$16.8M +357,499 +52%
SPA
21
Sentinel Pension Advisors
Massachusetts
$47.4M +$1.48M +31,633 +3%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$46.5M +$2.84M +60,489 +6%
BWL
23
Bogart Wealth LLC
Virginia
$43.6M +$2.64M +56,280 +6%
SI
24
Stephens Inc
Arkansas
$41.4M -$9.82M -209,400 -19%
HG
25
Harbor Group
New Hampshire
$41.2M +$1.75M +37,263 +4%