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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
$379M -$13.3M -285,619 -3%
Raymond James Financial
2
Raymond James Financial
Florida
$181M +$34.4M +739,732 +24%
HWM
3
HB Wealth Management
Georgia
$178M +$176M +3,777,846 New
JP Morgan Chase
4
JP Morgan Chase
New York
$164M +$17.5M +375,508 +12%
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$152M +$2.44M +52,375 +2%
HighTower Advisors
6
HighTower Advisors
Illinois
$132M +$64.4M +1,385,428 +98%
Morgan Stanley
7
Morgan Stanley
New York
$120M +$53.2M +1,143,028 +81%
Mariner
8
Mariner
Kansas
$114M +$35.8M +769,781 +47%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$106M +$14.8M +319,205 +17%
FMI
10
Factory Mutual Insurance
Massachusetts
$101M +$100M +2,151,300 New
MAWA
11
Moss Adams Wealth Advisors
Washington
$94.9M +$6.83M +146,798 +8%
SFS
12
Summit Financial Strategies
Ohio
$90.6M +$84.8M +1,824,189 +1,775%
VFA
13
Valeo Financial Advisors
Indiana
$87.6M +$25.7M +551,660 +37%
Osaic Holdings
14
Osaic Holdings
Arizona
$83.1M +$31.2M +671,584 +61%
Wells Fargo
15
Wells Fargo
California
$81.2M -$3.1M -66,608 -4%
FPF
16
First Pacific Financial
Washington
$77.1M +$76.2M +1,639,575 New
GSAM
17
Grant Street Asset Management
Pennsylvania
$75.1M -$20.3M -435,784 -21%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$73.7M +$38.7M +831,916 +113%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$70.6M +$29.8M +641,309 +75%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$69.4M +$16.4M +353,291 +31%
CA
21
CGN Advisors
Kansas
$67.2M +$609K +13,098 +0.9%
BWL
22
Bogart Wealth LLC
Virginia
$65M +$20.3M +435,739 +46%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$61.3M +$11.8M +253,882 +24%
HFS
24
Hughes Financial Services
Virginia
$61.1M +$3.91M +84,050 +7%
DBRC
25
D.B. Root & Company
Pennsylvania
$57.9M +$2.4M +51,533 +4%