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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
101
Econ Financial Services
Pennsylvania
$2.28M -$412K -8,992 -15%
PBO
102
Peoples Bank (Ohio)
Ohio
$2.28M +$53.8K +1,174 +2%
O3W
103
Omni 360 Wealth
New Jersey
$2.25M +$220K +4,803 +11%
JCM
104
Janney Capital Management
Pennsylvania
$2.23M -$104K -2,272 -4%
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$2.19M +$169K +3,684 +8%
SRC
106
Sage Rhino Capital
California
$2.18M +$614K +13,384 +39%
Envestnet Portfolio Solutions
107
Envestnet Portfolio Solutions
Illinois
$2.14M +$309K +6,746 +17%
FA
108
Fiduciary Alliance
South Carolina
$2.14M +$93.9K +2,048 +5%
KWA
109
Kingswood Wealth Advisors
California
$2.14M -$241K -5,249 -10%
OC
110
Optima Capital
Oregon
$2.1M +$2.1M +45,746 New
CWM
111
Centurion Wealth Management
Virginia
$2.08M +$55.9K +1,219 +3%
FFAS
112
FIG Financial Advisory Services
Oklahoma
$2.07M +$2.08M +45,361 New
FCFC
113
First Citizens Financial Corp
Iowa
$2.03M +$221K +4,810 +12%
HA
114
Herold Advisors
New York
$1.94M +$21.4K +467 +1%
BI
115
Beckerman Institutional
New Jersey
$1.91M +$318K +6,930 +20%
HAS
116
HBW Advisory Services
California
$1.91M +$352K +7,676 +22%
HIP
117
HUB Investment Partners
Texas
$1.89M -$135K -2,937 -7%
VAM
118
Vienna Asset Management
California
$1.88M +$657K +14,335 +53%
5W
119
5T Wealth
California
$1.87M +$1.88M +41,043 New
IWC
120
Integrated Wealth Concepts
Massachusetts
$1.83M +$220K +4,791 +14%
EWA
121
Etesian Wealth Advisors
Oregon
$1.81M +$481K +10,493 +36%
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$1.8M -$215K -4,697 -11%
WWM
123
Western Wealth Management
Colorado
$1.79M +$773K +16,850 +76%
SPC
124
Sigma Planning Corp
Michigan
$1.78M -$10.4K -227 -0.6%
AWM
125
Altus Wealth Management
Kentucky
$1.73M +$109K +2,370 +7%