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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
26
FMA Wealth Management
Massachusetts
$9.21M +$2M +44,065 +29%
NA
27
Nordwand Advisors
Pennsylvania
$8.98M +$625K +13,753 +7%
KAM
28
Kensington Asset Management
Texas
$8.58M +$8.55M +188,250 New
LWM
29
Lionsbridge Wealth Management
Florida
$8.51M +$1.97M +43,305 +30%
VWA
30
Visionary Wealth Advisors
Illinois
$8.33M +$1.12M +24,583 +16%
FAM
31
Family Asset Management
South Carolina
$8.28M +$76.1K +1,675 +0.9%
HHGA
32
Halbert Hargrove Global Advisors
California
$7.42M +$401K +8,820 +6%
LPAM
33
Lodestar Private Asset Management
California
$7.37M +$680K +14,976 +10%
BCP
34
Blue Chip Partners
Michigan
$7.02M -$1.71M -37,605 -20%
MG
35
Mather Group
Illinois
$6.85M
Osaic Holdings
36
Osaic Holdings
Arizona
$6.79M +$2.82M +62,036 +71%
GCM
37
Gallacher Capital Management
Colorado
$6.66M -$207K -4,555 -3%
SCM
38
Seascape Capital Management
New Hampshire
$6.46M +$1.14M +25,101 +21%
BWP
39
Bernardo Wealth Planning
Pennsylvania
$6.36M +$700K +15,410 +12%
CAC
40
Certified Advisory Corp
Florida
$6.3M +$3M +66,123 +92%
DWP
41
Daymark Wealth Partners
Ohio
$6.09M +$914K +20,110 +18%
4WM
42
49 Wealth Management
Texas
$6.03M -$861K -18,948 -12%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$5.87M +$1.56M +34,255 +36%
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$5.53M +$120K +2,635 +2%
CSPAM
45
Cary Street Partners Asset Management
Virginia
$5.46M +$871K +19,170 +19%
AIA
46
Armor Investment Advisors
North Carolina
$5.21M +$866K +19,066 +20%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$5.08M +$5.06M +111,475 New
SDWMA
48
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.78M +$571K +12,576 +14%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$4.33M +$1.52M +33,558 +55%
JSW
50
Journey Strategic Wealth
New Jersey
$4.24M +$4.23M +93,065 New