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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Continuum Advisory
Idaho
$3.52M +$889K +19,377 +34%
TNBTD
102
Trustmark National Bank Trust Department
Mississippi
$3.48M -$169K -3,681 -5%
SAM
103
Synergy Asset Management
Washington
$3.16M +$3.15M +68,548 New
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$3.06M +$1.24M +27,000 +68%
EWA
105
Etesian Wealth Advisors
Oregon
$3.06M +$1.23M +26,779 +68%
Envestnet Portfolio Solutions
106
Envestnet Portfolio Solutions
Illinois
$3M +$830K +18,096 +38%
PIA
107
Pinion Investment Advisors
Kansas
$2.77M +$2.76M +60,222 New
KF
108
Krilogy Financial
Missouri
$2.75M +$2.74M +59,763 New
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$2.72M +$507K +11,056 +23%
O3W
110
Omni 360 Wealth
New Jersey
$2.66M +$386K +8,407 +17%
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$2.64M +$1.79M +39,067 +215%
USCWA
112
U.S. Capital Wealth Advisors
Texas
$2.62M +$184 +4 +0%
NFP
113
Narus Financial Partners
Utah
$2.47M -$338K -7,361 -12%
PBO
114
Peoples Bank (Ohio)
Ohio
$2.46M +$163K +3,553 +7%
FAIM
115
Financial Advocates Investment Management
Washington
$2.46M +$1.68M +36,655 +219%
GCM
116
Gallacher Capital Management
Colorado
$2.36M -$83K -1,809 -3%
JCM
117
Janney Capital Management
Pennsylvania
$2.29M +$36.6K +797 +2%
SRC
118
Sage Rhino Capital
California
$2.23M +$33K +719 +2%
AWA
119
Arkadios Wealth Advisors
Georgia
$2.2M +$2.19M +47,815 New
GWM
120
Greenwich Wealth Management
Connecticut
$2.2M +$1.25M +27,151 +132%
EWM
121
EPG Wealth Management
Georgia
$2.2M +$2.13M +46,446 +3,573%
MWM
122
Modera Wealth Management
New Jersey
$2.2M +$492K +10,727 +29%
FA
123
Fiduciary Alliance
South Carolina
$2.19M +$31.1K +678 +1%
FCFC
124
First Citizens Financial Corp
Iowa
$2.13M +$76K +1,656 +4%
BI
125
Beckerman Institutional
New Jersey
$2.12M +$188K +4,107 +10%