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JPMorgan Income ETF
JPIE

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
326
Advisors Asset Management
Colorado
$152K +$151K +3,268 New
EWA
327
EverSource Wealth Advisors
Alabama
$148K +$71.9K +1,552 +95%
LWMI
328
Legacy Wealth Management (Idaho)
Idaho
$141K -$12.9K -278 -8%
BCWM
329
Bartlett & Co Wealth Management
Ohio
$121K – – –
AF
330
Allworth Financial
California
$113K +$113K +2,440 New
PS
331
Principal Securities
Iowa
$89.5K +$22.8K +492 +34%
BFPW
332
BOK Financial Private Wealth
Colorado
$52.7K +$52.5K +1,135 New
WTC
333
WhitTier Trust Company
Nevada
$47.2K +$4.63K +100 +11%
MWM
334
Mascoma Wealth Management
New Hampshire
$46.4K – – –
GF
335
GGM Financials
Ohio
$42.9K +$42.8K +924 New
NFSG
336
Newbridge Financial Services Group
Florida
$42.8K -$25.9K -560 -38%
BCMIO
337
Beacon Capital Management Inc (Ohio)
Ohio
$40.7K -$85.7K -1,852 -68%
ETS
338
ESL Trust Services
New York
$34.8K +$34.7K +750 New
IW
339
Imprint Wealth
South Carolina
$33K +$33K +712 New
LFA
340
LGT Financial Advisors
Texas
$30.7K -$1.57K -34 -5%
AWM
341
AE Wealth Management
Kansas
$19.3K +$11.7K +253 +156%
EC
342
Elequin Capital
New York
$14.1K -$262K -5,665 -95%
FGAM
343
Financial Gravity Asset Management
Texas
$11K +$11K +238 New
TWC
344
TD Waterhouse Canada
Ontario, Canada
$9K +$5.32K +115 +146%
VWWMG
345
Vermillion & White Wealth Management Group
Pennsylvania
$8.72K +$2.18K +47 +33%
SWM
346
Spire Wealth Management
Virginia
$7.52K +$2.45K +53 +49%
CAM
347
Costello Asset Management
Pennsylvania
$7.43K +$7.41K +160 New
RF
348
Rossby Financial
Florida
$4.95K – – –
PTC
349
Private Trust Company
Ohio
$4.46K -$36.9K -797 -89%
SIS
350
Sound Income Strategies
Florida
$2.63K – – –
12 13
14
15 16