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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
101
LifeGoal Wealth Advisors
New York
$4.59M +$72.7K +1,587 +2%
SSC
102
Syverson Strege & Co
Iowa
$4.57M +$289K +6,299 +7%
Envestnet Portfolio Solutions
103
Envestnet Portfolio Solutions
Illinois
$4.52M +$1.49M +32,577 +50%
KV
104
Kickstand Ventures
New York
$4.38M +$39.1K +853 +0.9%
FFN
105
Focus Financial Network
Minnesota
$4.35M -$6.62M -144,449 -61%
CA
106
Continuum Advisory
Idaho
$4.2M +$660K +14,408 +19%
DC
107
Davenport & Co
Virginia
$4.09M +$2.79M +61,000 +224%
KFSN
108
Keystone Financial Services (Nebraska)
Nebraska
$4.04M +$245K +5,356 +7%
ASN
109
Advisory Services Network
Georgia
$4M +$57.2K +1,248 +1%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$3.75M +$1.09M +23,795 +42%
FA
111
Fiduciary Alliance
South Carolina
$3.7M +$1.48M +32,346 +68%
Jones Financial Companies
112
Jones Financial Companies
Missouri
$3.65M +$2.03M +44,319 +128%
PAG
113
Paladin Advisory Group
Iowa
$3.57M -$48.1K -1,049 -1%
AWM
114
Axxcess Wealth Management
California
$3.5M -$1.19M -26,008 -26%
I
115
INVST
Indiana
$3.39M +$3.35M +73,169 New
SWA
116
Strategies Wealth Advisors
Michigan
$3.31M -$495K -10,796 -13%
TNBTD
117
Trustmark National Bank Trust Department
Mississippi
$3.29M -$208K -4,538 -6%
WCM
118
Winebrenner Capital Management
Kentucky
$3.17M +$2.38M +52,006 +315%
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$3M +$269K +5,866 +10%
FWM
120
Forefront Wealth Management
Pennsylvania
$3M +$2.96M +64,685 New
RA
121
RFG Advisory
Alabama
$2.93M +$2.9M +63,260 New
MWA
122
MN Wealth Advisors
Kansas
$2.91M -$895K -19,541 -24%
O3W
123
Omni 360 Wealth
New Jersey
$2.88M +$203K +4,439 +8%
BEI
124
Benjamin Edwards Inc
Missouri
$2.87M +$2.84M +62,030 New
FFWM
125
Future Financial Wealth Management
Ohio
$2.87M +$2.84M +62,008 New