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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VT
301
Vise Technologies
New York
$758K +$757K +16,453 New
MEAC
302
M.E. Allison & Co
Texas
$756K +$35.2K +764 +5%
AWA
303
Acumen Wealth Advisors
Tennessee
$747K +$634K +13,774 +563%
AWP
304
Axis Wealth Partners
Rhode Island
$746K -$7.32K -159 -1%
TFS
305
Thoroughbred Financial Services
Tennessee
$743K -$98.8K -2,147 -12%
CW
306
CreativeOne Wealth
Kansas
$735K -$11.3K -245 -2%
AAM
307
Advisors Asset Management
Colorado
$729K +$186K +4,031 +34%
RFA
308
Resurgent Financial Advisors
Georgia
$725K +$27.2K +591 +4%
HVP
309
Hudson Value Partners
Florida
$706K +$31.7K +689 +5%
P
310
Palladiem
Pennsylvania
$704K – – –
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$691K -$19.1K -416 -3%
BPA
312
Beacon Pointe Advisors
California
$689K +$304K +6,602 +79%
OWM
313
OneAscent Wealth Management
Alabama
$683K -$39.8K -865 -6%
DF
314
Daviman Financial
Indiana
$682K – – –
AO
315
Advisor OS
Illinois
$672K +$96.1K +2,088 +17%
SIAG
316
Safeguard Investment Advisory Group
California
$668K +$668K +14,507 New
MFG
317
Menard Financial Group
Texas
$659K -$101K -2,192 -13%
TWC
318
TD Waterhouse Canada
Ontario, Canada
$658K +$543K +11,792 +459%
Betterment LLC
319
Betterment LLC
New York
$648K +$138 +3 +0%
SG
320
StoneX Group
New York
$636K +$75.5K +1,640 +14%
Lido Advisors
321
Lido Advisors
California
$632K +$237K +5,140 +60%
BPW
322
BlueDoor Private Wealth
Massachusetts
$631K +$630K +13,694 New
LHEI
323
Leo H. Evart Inc
California
$610K +$7.32K +159 +1%
IA
324
IFP Advisors
Florida
$607K -$58K -1,261 -9%
BCG
325
Breakwater Capital Group
New Jersey
$602K +$250K +5,442 +71%