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JPMorgan Income ETF
JPIE

Name Holding Trade Value Shares
Change 		Change in
Stake
RWS
376
Resolute Wealth Strategies
Mississippi
$353K -$9.89K -215 -3%
FH
377
FWG Holdings
Florida
$352K -$460 -10 -0.1%
FFA
378
Fortune Financial Advisors
Kansas
$351K +$61.4K +1,334 +21%
LFS
379
Legacy Financial Strategies
Kansas
$349K +$348K +7,570 New
WMA
380
West Michigan Advisors
Michigan
$341K -$798K -17,334 -70%
EFG
381
Ehrlich Financial Group
California
$341K -$36.8K -800 -10%
HWM
382
Howard Wealth Management
Connecticut
$336K +$63.9K +1,389 +24%
SP
383
Sequent Planning
Nebraska
$326K +$35K +760 +12%
EL
384
Essex LLC
Illinois
$324K – – –
SWP
385
Summit Wealth Partners
Florida
$323K – – –
DAS
386
Diversify Advisory Services
Utah
$320K +$321K +6,985 New
DWM
387
Diversify Wealth Management
Utah
$320K +$321K +6,985 New
SI
388
Stephens Inc
Arkansas
$320K +$92 +2 +0%
HIP
389
HUB Investment Partners
Texas
$318K +$7.92K +172 +3%
LW
390
Linscomb Wealth
Texas
$317K +$317K +6,889 New
MC
391
Matisse Capital
Oregon
$314K +$1.98K +43 +0.6%
ESB
392
Essex Savings Bank
Connecticut
$313K +$313K +6,809 New
LSIA
393
LaSalle St. Investment Advisors
Illinois
$307K +$52.2K +1,134 +21%
CTC
394
Central Trust Company
Missouri
$305K – – –
RCA
395
Runnymede Capital Advisors
Ohio
$295K -$44.6K -969 -13%
AA
396
Apriem Advisors
California
$293K +$293K +6,358 New
AFC
397
AFT Forsyth & Company
Florida
$290K -$55.2K -1,200 -16%
JIC
398
Johnson Investment Counsel
Ohio
$283K – – –
IA
399
IFG Advisory
Georgia
$282K +$281K +6,114 New
IFG
400
Independent Financial Group
California
$277K – – –
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