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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWPA
101
Richard W. Paul & Associates
Michigan
$687K +$47.1K +1,055 +8%
GM
102
GeoWealth Management
Illinois
$676K +$39.4K +882 +6%
DIM
103
Delta Investment Management
California
$670K +$192K +4,304 +41%
PFGIA
104
Patriot Financial Group Insurance Agency
Massachusetts
$668K +$654K +14,651 New
O3W
105
Omni 360 Wealth
New Jersey
$649K +$635K +14,237 New
CAN
106
Cetera Advisor Networks
California
$627K +$90.6K +2,030 +17%
DI
107
DFPG Investments
Utah
$603K +$131K +2,930 +28%
IAIM
108
International Assets Investment Management
Florida
$588K +$576K +12,900 New
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$552K +$540K +12,099 New
LSPW
110
Lake Street Private Wealth
Illinois
$535K +$28.4K +637 +6%
NW
111
NewEdge Wealth
Pennsylvania
$531K +$520K +11,650 New
BAG
112
Bridgewealth Advisory Group
California
$522K +$511K +11,443 New
PWM
113
Perigon Wealth Management
California
$498K +$487K +10,909 New
FWA
114
FSM Wealth Advisors
Ohio
$497K +$72.6K +1,627 +18%
BMCM
115
Burns Matteson Capital Management
New York
$496K -$32.6K -730 -6%
FFA
116
Farther Finance Advisors
California
$470K +$108K +2,419 +31%
MAG
117
Mayfair Advisory Group
Alabama
$466K +$140K +3,131 +44%
FH
118
FWG Holdings
Florida
$464K +$23.7K +531 +5%
NFP
119
Narus Financial Partners
Utah
$443K +$434K +9,721 New
HAS
120
HBW Advisory Services
California
$396K +$388K +8,686 New
WF
121
Wayfinding Financial
Washington
$393K -$848 -19 -0.2%
SIG
122
Sargent Investment Group
Maryland
$389K -$20.1K -450 -5%
IPAM
123
Investment Partners Asset Management
New Jersey
$382K +$374K +8,379 New
LEA
124
Legacy Edge Advisors
New York
$376K +$368K +8,253 New
HighTower Advisors
125
HighTower Advisors
Illinois
$365K +$356K +7,988 New