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JPMorgan Income ETF
JPIE

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
276
B. Riley Wealth Advisors
Florida
$1.11M +$1.11M +24,057 New
SPC
277
Sigma Planning Corp
Michigan
$1.1M -$22.9K -498 -2%
WW
278
Waterfront Wealth
Kansas
$1.09M +$87.6K +1,903 +9%
NP
279
NorthRock Partners
Minnesota
$1.09M +$387K +8,416 +55%
NG
280
Novem Group
New York
$1.03M +$569K +12,370 +125%
TWM
281
TopTier Wealth Management
Wisconsin
$1M -$4.88K -106 -0.5%
RA
282
Rockingstone Advisors
Massachusetts
$1,000K – – –
CAM
283
Cobblestone Asset Management
Virginia
$987K +$97.4K +2,116 +11%
PVI
284
Pine Valley Investments
New Jersey
$973K -$10.9K -236 -1%
BFP
285
Birchwood Financial Partners
Minnesota
$948K +$181K +3,940 +24%
PA
286
Parallel Advisors
California
$929K -$14.4K -312 -2%
RWA
287
Reicon Wealth Advisors
Georgia
$919K +$150K +3,265 +20%
CFIM
288
Client First Investment Management
Wisconsin
$910K +$910K +19,771 New
IPA
289
Investment Planning Advisors
Georgia
$890K +$43.7K +949 +5%
RSWM
290
Robertson Stephens Wealth Management
California
$887K -$200K -4,344 -18%
SAM
291
Smartleaf Asset Management
Massachusetts
$874K – – –
LG
292
LaFleur & Godfrey
Michigan
$855K +$82.1K +1,784 +11%
SWGC
293
Summit Wealth Group (Colorado)
Colorado
$837K -$644 -14 -0.1%
APFP
294
Action Point Financial Planning
Michigan
$805K +$805K +17,491 New
PWA
295
Prairie Wealth Advisors
Nebraska
$805K – – –
MAS
296
Meeder Advisory Services
Ohio
$801K +$28.7K +624 +4%
SWM
297
Steinberganna Wealth Management
New York
$791K +$152K +3,298 +24%
PS
298
Principal Securities
Iowa
$778K +$21.2K +460 +3%
BWG
299
Beta Wealth Group
California
$774K +$14.5K +314 +2%
VT
300
Vise Technologies
New York
$758K +$757K +16,453 New
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