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JPMorgan Income ETF
JPIE

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
301
Concorde Asset Management
Michigan
$434K +$434K +9,375 New
OBWA
302
Oak Barrel Wealth Advisory
Virginia
$434K +$434K +9,371 New
PFS
303
Prospera Financial Services
Texas
$425K -$7.1M -153,307 -94%
BAM
304
Belpointe Asset Management
Nevada
$417K +$77.6K +1,676 +23%
FCA
305
Fortis Capital Advisors
Kansas
$417K +$77.6K +1,676 +23%
AG
306
Ascent Group
Virginia
$412K -$9.45K -204 -2%
FWA
307
FSM Wealth Advisors
Ohio
$411K -$97.2K -2,098 -19%
PAS
308
PKS Advisory Services
New York
$409K +$29.8K +644 +8%
NG
309
Novem Group
New York
$403K +$201K +4,341 +99%
SAA
310
Southeast Asset Advisors
Georgia
$402K +$5.7K +123 +1%
NWA
311
Navis Wealth Advisors
New York
$399K +$399K +8,620 New
AF
312
Advisornet Financial
Minnesota
$392K +$7.83K +169 +2%
RWS
313
Resolute Wealth Strategies
Mississippi
$384K -$8.11K -175 -2%
DWT
314
Dorsey & Whitney Trust
South Dakota
$382K – – –
IPAM
315
Investment Partners Asset Management
New Jersey
$381K -$10.2K -221 -3%
EFG
316
Ehrlich Financial Group
California
$380K +$97.3K +2,100 +34%
AC
317
AlphaCore Capital
California
$372K +$371K +8,000 New
HVP
318
Hudson Value Partners
Florida
$367K -$139 -3 -0%
FA
319
Fagan Associates
New York
$360K +$11.6K +250 +3%
APW
320
Atlantic Private Wealth
North Carolina
$360K – – –
NLWP
321
Next Level Wealth Planning
Idaho
$350K +$110K +2,372 +46%
EWM
322
Elevation Wealth Management
Minnesota
$350K +$349K +7,526 New
MYIA
323
Mount Yale Investment Advisors
Colorado
$349K -$16.2M -349,971 -98%
AFC
324
AFT Forsyth & Company
Florida
$347K +$347K +7,500 New
AWM
325
Apollon Wealth Management
South Carolina
$343K +$62.5K +1,349 +22%
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