We are live on ! Find out more
JPIE icon

JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
176
Sheets Smith Wealth Management
North Carolina
$890K +$887K +19,329 New
AO
177
Advisor OS
Illinois
$869K +$865K +18,858 New
WF
178
Wayfinding Financial
Washington
$822K +$178K +3,882 +28%
RWS
179
Resolute Wealth Strategies
Mississippi
$822K +$266K +5,790 +48%
CAM
180
Cresset Asset Management
Illinois
$817K +$4.13K +90 +0.5%
NA
181
Nautilus Advisors
California
$801K -$33.5K -729 -4%
WW
182
Waterfront Wealth
Kansas
$784K +$132K +2,867 +20%
IAIM
183
International Assets Investment Management
Florida
$782K +$79.3K +1,729 +11%
MFG
184
Menard Financial Group
Texas
$782K -$10.4K -227 -1%
WCM
185
Winebrenner Capital Management
Kentucky
$761K +$758K +16,526 New
FF
186
Financial Futures
New Jersey
$754K -$591K -12,876 -44%
AWM
187
Accurate Wealth Management
Florida
$745K +$758K +16,519 New
WMA
188
William Mack & Associates
Michigan
$741K +$286K +6,231 +63%
BIG
189
Brookwood Investment Group
Arizona
$732K +$730K +15,899 New
NC
190
Napatree Capital
Rhode Island
$730K +$727K +15,854 New
EWS
191
Evergreen Wealth Solutions
Pennsylvania
$713K +$710K +15,478 New
NP
192
NorthRock Partners
Minnesota
$684K +$575K +12,525 +537%
PWA
193
Peterson Wealth Advisors
Utah
$682K +$689K +15,018 New
AWP
194
Axis Wealth Partners
Rhode Island
$680K +$150K +3,264 +28%
SI
195
Stephens Inc
Arkansas
$672K +$55.5K +1,210 +9%
HighTower Advisors
196
HighTower Advisors
Illinois
$665K +$79.7K +1,737 +14%
CF
197
Convergence Financial
Missouri
$619K +$68.6K +1,495 +13%
OWM
198
Opes Wealth Management
California
$616K +$156K +3,390 +34%
FFA
199
Farther Finance Advisors
California
$609K -$86.5K -1,886 -12%
LG
200
LaFleur & Godfrey
Michigan
$594K -$964 -21 -0.2%