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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPA
51
Investment Planning Advisors
Georgia
$5.56M +$5.53M +122,386 New
JSW
52
Journey Strategic Wealth
New Jersey
$4.82M +$589K +13,019 +14%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$4.66M +$494K +10,918 +12%
TGAM
54
TBH Global Asset Management
Tennessee
$4.5M +$569K +12,594 +15%
MML Investors Services
55
MML Investors Services
Massachusetts
$4.45M +$1.29M +28,632 +41%
CSPIA
56
Cary Street Partners Investment Advisory
Virginia
$4.24M +$516K +11,413 +14%
SWA
57
Strategies Wealth Advisors
Michigan
$4.05M +$3.67M +81,175 +1,037%
BAG
58
Bridgewealth Advisory Group
California
$4.04M +$943K +20,849 +31%
SSC
59
Syverson Strege & Co
Iowa
$3.84M +$357K +7,892 +10%
PAG
60
Paladin Advisory Group
Iowa
$3.74M +$136K +2,998 +4%
SW
61
SkyOak Wealth
Michigan
$3.71M +$922K +20,398 +33%
RMF
62
Red Mountain Financial
Colorado
$3.67M +$3.65M +80,678 New
TWM
63
Tradition Wealth Management
Minnesota
$3.48M -$504K -11,157 -13%
MFG
64
Marmo Financial Group
Tennessee
$3.42M +$874K +19,319 +35%
MWA
65
MN Wealth Advisors
Kansas
$3.34M +$574K +12,696 +21%
EWA
66
Evolution Wealth Advisors
Florida
$2.89M -$112K -2,470 -4%
TNBTD
67
Trustmark National Bank Trust Department
Mississippi
$2.86M +$988K +21,859 +53%
GCM
68
Gallacher Capital Management
Colorado
$2.57M -$4.05M -89,465 -61%
MWM
69
MorganRosel Wealth Management
Colorado
$2.5M -$11.3K -249 -0.5%
EFS
70
Econ Financial Services
Pennsylvania
$2.42M -$5.83K -129 -0.2%
USCWA
71
U.S. Capital Wealth Advisors
Texas
$2.38M +$10.9K +242 +0.5%
JCM
72
Janney Capital Management
Pennsylvania
$2.37M -$73.7K -1,630 -3%
FHC
73
First Heartland Consultants
Missouri
$2.26M -$23.2K -512 -1%
PBO
74
Peoples Bank (Ohio)
Ohio
$2.23M +$2.22M +49,066 New
Truist Financial
75
Truist Financial
North Carolina
$2.15M -$55.8K -1,234 -3%