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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
351
Sound Income Strategies
Florida
$2.63K – – –
WP
352
WealthShield Partners
North Carolina
$2.46K – – –
AssetMark Inc
353
AssetMark Inc
California
$1.53K +$1.53K +33 New
MAI Capital Management
354
MAI Capital Management
Ohio
$511 +$509 +11 New
DFA
355
DHJJ Financial Advisors
Illinois
$418 – – –
AIC
356
Archer Investment Corporation
Indiana
$240 – – –
Fidelity Investments
357
Fidelity Investments
Massachusetts
$32 – – –
FAIM
358
Financial Advocates Investment Management
Washington
– -$2.34M -50,454 Closed
FFAS
359
FIG Financial Advisory Services
Oklahoma
– -$2.03M -43,765 Closed
HOWA
360
Heritage Oak Wealth Advisors
Florida
– -$1.29M -27,859 Closed
Susquehanna International Group
361
Susquehanna International Group
Pennsylvania
– -$1.03M -22,259 Closed
SWGC
362
Summit Wealth Group (Colorado)
Colorado
– -$879K -18,985 Closed
MS
363
Madden Securities
Texas
– -$633K -13,673 Closed
HCM
364
Hicks Capital Management
Ohio
– -$533K -11,503 Closed
FIM
365
Freedom Investment Management
Connecticut
– -$463K -10,002 Closed
FEM
366
Fulcrum Equity Management
Texas
– -$275K -5,933 Closed
U.S. Capital Wealth Advisors
367
U.S. Capital Wealth Advisors
Texas
– -$271K -5,852 Closed
Focus Partners Advisor Solutions
368
Focus Partners Advisor Solutions
Missouri
– -$256K -5,527 Closed
LFS
369
Legacy Financial Strategies
Kansas
– -$251K -5,416 Closed
XTX Topco
370
XTX Topco
Cayman Islands
– -$243K -5,245 Closed
LAMNM
371
Longview Asset Management (New Mexico)
New Mexico
– -$224K -4,832 Closed
GS
372
GWN Securities
Florida
– -$202K -4,363 Closed
Ameritas Advisory Services
373
Ameritas Advisory Services
Nebraska
– -$167K -3,609 Closed
TPWA
374
Twin Peaks Wealth Advisors
California
– -$61.5K -1,330 Closed
UBS Group
375
UBS Group
Switzerland
– -$47.5K -1,025 Closed