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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Steinberganna Wealth Management
New York
$640K +$3.52K +76 +0.6%
SWR
302
Spahn Wealth & Retirement
Arizona
$639K – – –
EA
303
Emerald Advisors
Washington
$634K +$319K +6,882 +100%
KA
304
Kovack Advisors
Florida
$629K -$1.75M -37,801 -73%
HSG
305
Helen Stephens Group
Texas
$605K +$16.7K +361 +3%
LHEI
306
Leo H. Evart Inc
California
$603K +$606K +13,094 New
NA
307
Nautilus Advisors
California
$576K -$81K -1,749 -12%
AO
308
Advisor OS
Illinois
$576K -$121K -2,624 -17%
BW
309
BXM Wealth
Colorado
$574K +$4.03K +87 +0.7%
MCC
310
Money Concepts Capital
Florida
$563K +$77.4K +1,671 +16%
SG
311
StoneX Group
New York
$560K +$562K +12,146 New
GWMR
312
GC Wealth Management RIA
Massachusetts
$550K +$553K +11,937 New
DIM
313
Delta Investment Management
California
$549K -$129K -2,789 -19%
SFM
314
Signet Financial Management
New Jersey
$547K +$7.41K +160 +1%
Advisors Asset Management
315
Advisors Asset Management
Colorado
$544K +$227K +4,894 +71%
BIG
316
Brookwood Investment Group
Arizona
$523K -$58.7K -1,268 -10%
VHAM
317
Van Hulzen Asset Management
California
$519K +$22.5K +486 +5%
PCA
318
Prosperity Capital Advisors
Ohio
$511K +$514K +11,095 New
Bank of Montreal
319
Bank of Montreal
Ontario, Canada
$510K +$46.7K +1,009 +10%
Wedmont Private Capital
320
Wedmont Private Capital
Pennsylvania
$507K +$510K +11,013 New
NRI
321
NFP Retirement Inc
California
$498K -$46.3K -1,000 -8%
National Philanthropic Trust
322
National Philanthropic Trust
Pennsylvania
$497K +$499K +10,785 New
AWM
323
Activest Wealth Management
Florida
$496K – – –
WWM
324
WJ Wealth Management
Arizona
$491K +$493K +10,650 New
BWP
325
Balboa Wealth Partners
Arizona
$478K +$211K +4,556 +78%