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JPMorgan Income ETF
JPIE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
151
Altus Wealth Management
Kentucky
$1.86M +$19.2K +419 +1%
ISFAN
152
Investor's Fiduciary Advisor Network
Washington
$1.83M +$363K +7,922 +25%
PA
153
PFG Advisors
Arizona
$1.77M +$471K +10,274 +37%
LEA
154
Legacy Edge Advisors
New York
$1.75M +$304K +6,628 +21%
AC
155
Addison Capital
Pennsylvania
$1.71M +$395K +8,613 +30%
KA
156
Kovack Advisors
Florida
$1.58M -$132K -2,876 -8%
RIA
157
Regal Investment Advisors
Michigan
$1.52M +$44.9K +981 +3%
5W
158
5T Wealth
California
$1.51M -$390K -8,512 -21%
T
159
Transce3nd
Texas
$1.5M +$341K +7,436 +30%
CFG
160
Cooper Financial Group
California
$1.48M +$281K +6,131 +24%
PI
161
PFG Investments
New York
$1.46M +$298K +6,511 +26%
AAS
162
Avantax Advisory Services
Texas
$1.45M +$353K +7,701 +33%
EWS
163
Evergreen Wealth Solutions
Pennsylvania
$1.41M +$686K +14,981 +97%
SSWM
164
Sheets Smith Wealth Management
North Carolina
$1.39M +$488K +10,647 +55%
EW
165
Element Wealth
Mississippi
$1.39M +$211K +4,615 +18%
PIWA
166
Prevail Innovative Wealth Advisors
Kansas
$1.37M +$1.36M +29,664 New
OC
167
Oppenheimer & Co
New York
$1.37M +$160K +3,503 +13%
KWA
168
Kingswood Wealth Advisors
California
$1.37M +$858K +18,733 +174%
HIP
169
HUB Investment Partners
Texas
$1.36M -$44.6K -974 -3%
PWA
170
Peterson Wealth Advisors
Utah
$1.36M +$657K +14,332 +95%
APP
171
Avantax Planning Partners
Iowa
$1.35M +$1.34M +29,247 New
CA
172
CoreCap Advisors
Michigan
$1.34M +$1.33M +29,037 New
IIM
173
InTrack Investment Management
Vermont
$1.34M +$1.33M +28,997 New
AO
174
Advisor OS
Illinois
$1.33M +$455K +9,938 +53%
DAS
175
Dynamic Advisor Solutions
Arizona
$1.31M +$369K +8,044 +40%
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