We are live on ! Find out more
JPIE icon

JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
226
Triumph Capital Management
Colorado
$1.18M +$386K +8,340 +49%
ACA
227
Aspire Capital Advisors
Washington
$1.16M +$475K +10,262 +69%
SPC
228
Sigma Planning Corp
Michigan
$1.15M -$421K -9,080 -27%
AWM
229
Accurate Wealth Management
Florida
$1.14M +$170K +3,664 +18%
HIP
230
HUB Investment Partners
Texas
$1.13M -$17.2K -372 -1%
PAS
231
Park Avenue Securities
New York
$1.13M +$1.13M +24,347 New
RSWM
232
Robertson Stephens Wealth Management
California
$1.1M +$1.09M +23,595 New
AWM
233
Aprio Wealth Management
Georgia
$1.09M +$1.1M +23,644 New
RWA
234
Reicon Wealth Advisors
Georgia
$1.09M +$1.09M +23,488 New
Thrivent Financial for Lutherans
235
Thrivent Financial for Lutherans
Minnesota
$1.07M +$1.08M +23,232 New
PA
236
Parallel Advisors
California
$1.06M -$117K -2,520 -10%
WMA
237
West Michigan Advisors
Michigan
$1.03M +$150K +3,231 +17%
RA
238
Rockingstone Advisors
Massachusetts
$1.02M +$26.6K +575 +3%
SPIA
239
Steward Partners Investment Advisory
New York
$1.01M +$315K +6,802 +45%
CW
240
CreativeOne Wealth
Kansas
$997K -$202K -4,359 -17%
TWM
241
TopTier Wealth Management
Wisconsin
$994K +$995K +21,476 New
CIA
242
Concurrent Investment Advisors
Florida
$974K +$341K +7,370 +54%
CC
243
Commons Capital
Massachusetts
$972K +$51.2K +1,106 +6%
MPWT
244
MassMutual Private Wealth & Trust
Connecticut
$946K -$311K -6,711 -25%
IPA
245
Investment Planning Advisors
Georgia
$926K -$7.46K -161 -0.8%
WW
246
Waterfront Wealth
Kansas
$900K +$37.2K +803 +4%
IAIM
247
International Assets Investment Management
Florida
$893K +$81.8K +1,766 +10%
SWM
248
Selby Wealth Management
California
$887K +$888K +19,162 New
HighTower Advisors
249
HighTower Advisors
Illinois
$877K +$177K +3,815 +25%
SWGC
250
Summit Wealth Group (Colorado)
Colorado
$872K +$873K +18,834 New