| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| REILLY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q1 2016 | 4 |
| Almanack Investment Partners, LLC. | 4 | 4 | 0.26% | 0.34% | 0.43% | Q3 2021 | Q2 2022 | 4 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 2 |
| RELIANCE TRUST CO OF DELAWARE | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
| Westside Investment Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
| Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
This page lists all the filers that currently own JPMorgan Core Plus or have owned JPMorgan Core Plus in the past.