We are live on ! Find out more
JPIE icon

JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$561K +$555K +12,109 New
Goldman Sachs
227
Goldman Sachs
New York
$551K +$545K +11,904 New
NRI
228
NFP Retirement Inc
California
$547K
BFA
229
Beaumont Financial Advisors
Massachusetts
$540K
HCM
230
Hicks Capital Management
Ohio
$533K +$527K +11,503 New
BW
231
BXM Wealth
Colorado
$518K +$581K +12,685 New
FFA
232
Farther Finance Advisors
California
$507K -$107K -2,334 -18%
FWA
233
FSM Wealth Advisors
Ohio
$506K
HSG
234
Helen Stephens Group
Texas
$503K +$230K +5,028 +86%
MWM
235
Mascagni Wealth Management
Mississippi
$490K -$31.5K -688 -6%
FH
236
FWG Holdings
Florida
$482K -$2.98K -65 -0.6%
PNC
237
Park National Corp
Ohio
$475K +$470K +10,260 New
FIM
238
Freedom Investment Management
Connecticut
$463K +$458K +10,002 New
BIG
239
Brookwood Investment Group
Arizona
$454K -$279K -6,091 -38%
TCM
240
Triumph Capital Management
Colorado
$453K -$581K -12,678 -56%
RWS
241
Resolute Wealth Strategies
Mississippi
$445K -$377K -8,219 -46%
MAG
242
Mayfair Advisory Group
Alabama
$444K +$59.6K +1,300 +16%
CSPIA
243
Cary Street Partners Investment Advisory
Virginia
$442K +$13.2K +289 +3%
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$429K +$295K +6,449 +229%
Betterment LLC
245
Betterment LLC
New York
$427K -$41.5K -906 -9%
CAM
246
Cobblestone Asset Management
Virginia
$423K -$47.7K -1,041 -10%
GM
247
GeoWealth Management
Illinois
$417K -$65K -1,419 -14%
IPAM
248
Investment Partners Asset Management
New Jersey
$412K -$9.53K -208 -2%
CWS
249
Confluence Wealth Services
Pennsylvania
$392K
SAA
250
Southeast Asset Advisors
Georgia
$391K +$5.41K +118 +1%