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JPMorgan Income ETF
JPIE

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
226
Essex Financial Services
Connecticut
$238K +$3.44K +75 +1%
LSIA
227
LaSalle St. Investment Advisors
Illinois
$235K +$1.1K +24 +0.5%
DFG
228
Dynamic Financial Group
Iowa
$234K +$235K +5,135 New
MCFP
229
Mallini Complete Financial Planning
Florida
$232K – – –
LSPW
230
Lake Street Private Wealth
Illinois
$224K +$5.73K +125 +3%
AA
231
Argent Advisors
Louisiana
$216K -$72.9K -1,590 -25%
4WM
232
49 Wealth Management
Texas
$215K -$458K -9,996 -68%
P
233
&Partners
Tennessee
$214K +$215K +4,693 New
MOS
234
MGO One Seven
Ohio
$214K -$118K -2,577 -35%
BMCM
235
Burns Matteson Capital Management
New York
$203K – – –
AWMG
236
ADG Wealth Management Group
Louisiana
$202K +$203K +4,429 New
FWP
237
Firethorn Wealth Partners
Georgia
$200K -$30.4K -662 -13%
VHAM
238
Van Hulzen Asset Management
California
$178K +$179K +3,894 New
CSPIA
239
Cary Street Partners Investment Advisory
Virginia
$172K -$5.6M -122,240 -97%
NP
240
NorthRock Partners
Minnesota
$107K – – –
CTC
241
Central Trust Company
Missouri
$106K +$49.7K +1,085 +87%
SS
242
Sunbelt Securities
Texas
$64.2K +$229 +5 +0.4%
EWM
243
EPG Wealth Management
Georgia
$59.3K +$59.6K +1,300 New
EWA
244
EverSource Wealth Advisors
Alabama
$58.8K -$8.76K -191 -13%
NFSG
245
Newbridge Financial Services Group
Florida
$47K +$11.9K +260 +34%
MWM
246
Mascoma Wealth Management
New Hampshire
$45.6K – – –
IHWM
247
Iron Horse Wealth Management
Iowa
$45.6K +$9.17K +200 +25%
WTC
248
WhitTier Trust Company
Nevada
$42K – – –
PTC
249
Private Trust Company
Ohio
$39.6K +$4.4K +96 +12%
LFA
250
LGT Financial Advisors
Texas
$39.2K -$7.34K -160 -16%
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