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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 -$62.3K -1,341 -0%
HWM
2
HB Wealth Management
Georgia
$365M +$185M +3,988,832 +106%
JP Morgan Chase
3
JP Morgan Chase
New York
$183M +$19.5M +419,773 +12%
Raymond James Financial
4
Raymond James Financial
Florida
$178M -$3.38M -72,706 -2%
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$156M +$3.77M +81,090 +3%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$154M +$83.1M +1,789,454 +121%
FMI
7
Factory Mutual Insurance
Massachusetts
$151M +$49.5M +1,065,000 +50%
Morgan Stanley
8
Morgan Stanley
New York
$147M +$26.2M +563,913 +22%
HighTower Advisors
9
HighTower Advisors
Illinois
$135M +$3.35M +72,053 +3%
Mariner
10
Mariner
Kansas
$124M +$10M +215,650 +9%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$114M +$8.61M +185,247 +8%
SFS
12
Summit Financial Strategies
Ohio
$101M +$10.3M +221,607 +12%
VFA
13
Valeo Financial Advisors
Indiana
$97.5M +$9.73M +209,501 +10%
MAWA
14
Moss Adams Wealth Advisors
Washington
$95.7M +$747K +16,072 +0.8%
SC
15
Savant Capital
Illinois
$88.1M +$52.9M +1,137,866 +155%
Osaic Holdings
16
Osaic Holdings
Arizona
$80.8M -$2.32M -49,954 -3%
FPF
17
First Pacific Financial
Washington
$79.3M +$2.11M +45,332 +3%
Wells Fargo
18
Wells Fargo
California
$79.2M -$2.02M -43,432 -3%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$78.2M +$7.46M +160,660 +11%
GSAM
20
Grant Street Asset Management
Pennsylvania
$76.3M +$1.18M +25,346 +2%
CA
21
CGN Advisors
Kansas
$72.7M +$5.39M +115,929 +8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$70.8M +$9.34M +201,095 +15%
BWL
23
Bogart Wealth LLC
Virginia
$66.6M +$1.6M +34,436 +2%
DBRC
24
D.B. Root & Company
Pennsylvania
$59.6M +$1.6M +34,465 +3%
HFS
25
Hughes Financial Services
Virginia
$59.4M -$1.83M -39,310 -3%