We are live on ! Find out more
JPIE icon

JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
51
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.82M +$505K +11,016 +8%
AIA
52
Armor Investment Advisors
North Carolina
$6.64M +$631K +13,755 +11%
SCM
53
Seascape Capital Management
New Hampshire
$6.57M -$45.2K -986 -0.7%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$6.13M +$5.72M +124,684 +1,686%
NA
55
Nordwand Advisors
Pennsylvania
$6.09M -$3.02M -65,905 -33%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$5.96M +$1.19M +25,966 +25%
CSPIA
57
Cary Street Partners Investment Advisory
Virginia
$5.85M +$1.5M +32,796 +35%
IPA
58
Investment Planning Advisors
Georgia
$5.56M
TGAM
59
TBH Global Asset Management
Tennessee
$5.14M +$542K +11,813 +12%
MML Investors Services
60
MML Investors Services
Massachusetts
$5.03M +$488K +10,643 +11%
NA
61
NewEdge Advisors
Louisiana
$4.94M +$4.61M +100,575 +1,731%
BAG
62
Bridgewealth Advisory Group
California
$4.87M +$739K +16,116 +18%
SWA
63
Strategies Wealth Advisors
Michigan
$4.56M +$423K +9,230 +10%
NF
64
NavPoint Financial
Minnesota
$4.55M +$4.5M +98,137 New
SW
65
SkyOak Wealth
Michigan
$4.42M +$626K +13,653 +17%
CA
66
Cornerstone Advisory
Maryland
$4.34M +$3.92M +85,347 +1,036%
RMF
67
Red Mountain Financial
Colorado
$4.15M +$399K +8,692 +11%
MFG
68
Marmo Financial Group
Tennessee
$4.14M +$645K +14,053 +19%
SSC
69
Syverson Strege & Co
Iowa
$4.05M +$127K +2,773 +3%
PAG
70
Paladin Advisory Group
Iowa
$3.83M -$17.1K -373 -0.4%
LIS
71
Legacy Investment Solutions
Idaho
$3.82M +$3.84M +83,645 New
LWMI
72
Legacy Wealth Management (Idaho)
Idaho
$3.82M +$3.84M +83,645 New
TWM
73
Tradition Wealth Management
Minnesota
$3.8M +$252K +5,493 +7%
PFS
74
Prospera Financial Services
Texas
$3.71M +$3.42M +74,474 +1,362%
MWA
75
MN Wealth Advisors
Kansas
$3.64M +$235K +5,130 +7%