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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFP
101
Narus Financial Partners
Utah
$1.1M +$402K +8,901 +59%
JWBC
102
John W. Brooker & Co
California
$1.06M -$39.5K -873 -4%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$1.01M +$305K +6,754 +44%
4WM
104
49 Wealth Management
Texas
$992K -$5.04M -111,490 -84%
LEA
105
Legacy Edge Advisors
New York
$964K +$511K +11,291 +114%
DIM
106
Delta Investment Management
California
$955K +$64.8K +1,434 +7%
CFG
107
Cooper Financial Group
California
$950K -$309K -6,840 -25%
VCM
108
Virtue Capital Management
Tennessee
$939K +$216K +4,788 +30%
AFS
109
Annapolis Financial Services
Maryland
$932K +$927K +20,507 New
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$906K +$115K +2,552 +15%
MFG
111
Menard Financial Group
Texas
$808K +$48.3K +1,068 +6%
AWS
112
Atria Wealth Solutions
New York
$775K -$17.6K -389 -2%
VAM
113
Vienna Asset Management
California
$721K +$476K +10,518 +197%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$716K +$712K +15,744 New
APP
115
Avantax Planning Partners
Iowa
$664K +$660K +14,597 New
Creative Planning
116
Creative Planning
Kansas
$646K +$642K +14,204 New
Citadel Advisors
117
Citadel Advisors
Florida
$635K +$632K +13,970 New
DAS
118
Diversify Advisory Services
Utah
$635K +$632K +13,975 New
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$631K +$3.84K +85 +0.6%
WF
120
Wayfinding Financial
Washington
$626K +$171K +3,780 +38%
FAIM
121
Financial Advocates Investment Management
Washington
$602K +$598K +13,235 New
KAS
122
Kestra Advisory Services
Texas
$584K +$40.5K +896 +7%
GM
123
GeoWealth Management
Illinois
$573K +$88.3K +1,953 +18%
FFA
124
Farther Finance Advisors
California
$570K -$29.3K -649 -5%
WCFA
125
Walkner Condon Financial Advisors
Wisconsin
$547K -$15.3K -339 -3%