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JPMorgan Income ETF
JPIE

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMI
401
Legacy Wealth Management (Idaho)
Idaho
$140K – – –
TPWA
402
Twin Peaks Wealth Advisors
California
$124K +$125K +2,702 New
TWC
403
TD Waterhouse Canada
Ontario, Canada
$118K +$106K +2,298 +851%
RWM
404
RMG Wealth Management
Wisconsin
$113K +$93.8K +2,026 New
AWA
405
Acumen Wealth Advisors
Tennessee
$113K +$113K +2,448 New
BH
406
Burk Holdings
Oklahoma
$108K +$109K +2,349 New
UCB
407
United Community Bank
South Carolina
$102K +$103K +2,218 New
TCM
408
TD Capital Management
Tennessee
$99.3K +$99.8K +2,156 New
BFPW
409
BOK Financial Private Wealth
Colorado
$88.2K +$7.92K +171 +10%
BCWM
410
Bartlett & Co Wealth Management
Ohio
$83K -$37K -800 -31%
PRAG
411
Portfolio Resources Advisor Group
Florida
$80.2K – – –
HNW
412
High Note Wealth
Minnesota
$76.9K – – –
AWM
413
AE Wealth Management
Kansas
$51.4K +$23.6K +509 +84%
GIA
414
GHP Investment Advisors
Colorado
$46.6K +$23.6K +510 +102%
MWM
415
Mascoma Wealth Management
New Hampshire
$46.1K – – –
LFG
416
Larson Financial Group
Missouri
$46.1K +$46.3K +1,000 New
GF
417
GGM Financials
Ohio
$43.8K +$556 +12 +1%
NFSG
418
Newbridge Financial Services Group
Florida
$35.5K – – –
TM
419
Torren Management
California
$34.4K +$34.6K +747 New
AT
420
Arlington Trust
Alabama
$34K +$34.2K +738 New
RP
421
Rice Partnership
Hawaii
$30.3K +$30.5K +658 New
OHWP
422
Oak Harbor Wealth Partners
North Carolina
$30.1K +$17.7K +383 +141%
WTC
423
WhitTier Trust Company
Nevada
$29.3K -$185 -4 -0.6%
SWM
424
SHP Wealth Management
Massachusetts
$25.3K +$25.5K +550 New
DJSG
425
D.J. St. Germain
Massachusetts
$24.6K +$24.8K +535 New
15 16
17
18 19