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JPMorgan Income ETF
JPIE

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
276
Dorsey & Whitney Trust
South Dakota
$383K +$382K +8,260 New
MCC
277
Money Concepts Capital
Florida
$380K +$141K +3,040 +59%
PAS
278
PKS Advisory Services
New York
$380K +$47.2K +1,020 +14%
HVP
279
Hudson Value Partners
Florida
$368K +$147K +3,181 +67%
AIM
280
Advyzon Investment Management
Illinois
$366K +$4.49K +97 +1%
APW
281
Atlantic Private Wealth
North Carolina
$361K – – –
GM
282
GeoWealth Management
Illinois
$354K -$63.2K -1,365 -15%
FA
283
Fagan Associates
New York
$349K +$348K +7,525 New
BAM
284
Belpointe Asset Management
Nevada
$340K +$340K +7,335 New
FCA
285
Fortis Capital Advisors
Kansas
$340K +$340K +7,335 New
EL
286
Essex LLC
Illinois
$327K +$23.1K +500 +8%
RCA
287
Runnymede Capital Advisors
Ohio
$322K -$27.8K -600 -8%
SWP
288
Summit Wealth Partners
Florida
$313K +$25.1K +542 +9%
GVCM
289
Global View Capital Management
Wisconsin
$312K +$67.1K +1,450 +27%
MC
290
Matisse Capital
Oregon
$311K – – –
AWM
291
Activest Wealth Management
Florida
$300K +$299K +6,461 New
SI
292
Stephens Inc
Arkansas
$296K -$371K -8,007 -56%
SHIM
293
Stone House Investment Management
Pennsylvania
$294K +$787 +17 +0.3%
MCM
294
Manchester Capital Management
Vermont
$288K – – –
OP
295
ORG Partners
Indiana
$286K +$63.2K +1,365 +28%
EFG
296
Ehrlich Financial Group
California
$283K – – –
NCM
297
NCM Capital Management
New Jersey
$283K +$282K +6,100 New
AWM
298
Apollon Wealth Management
South Carolina
$281K -$1.39K -30 -0.5%
JWA
299
JFS Wealth Advisors
Pennsylvania
$278K – – –
LGWM
300
Litman Gregory Wealth Management
California
$274K +$273K +5,899 New
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