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JPMorgan Income ETF
JPIE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
176
Altus Wealth Management
Kentucky
$1.9M +$34.8K +751 +2%
CPRC
177
Consolidated Portfolio Review Corp
New York
$1.85M +$1.08M +23,356 +141%
WIA
178
World Investment Advisors
California
$1.82M +$956K +20,652 +112%
HA
179
Herold Advisors
New York
$1.81M -$154K -3,318 -8%
SSWM
180
Sheets Smith Wealth Management
North Carolina
$1.81M +$419K +9,047 +30%
ISFAN
181
Investor's Fiduciary Advisor Network
Washington
$1.8M -$25.9K -560 -1%
EWS
182
Evergreen Wealth Solutions
Pennsylvania
$1.8M +$390K +8,431 +28%
CFG
183
Cooper Financial Group
California
$1.76M +$283K +6,115 +19%
PP
184
PDS Planning
Ohio
$1.74M +$585K +12,629 +51%
DAS
185
Dynamic Advisor Solutions
Arizona
$1.68M +$373K +8,057 +29%
SPC
186
Sigma Planning Corp
Michigan
$1.58M -$818K -17,658 -34%
BTD
187
BankPlus Trust Department
Mississippi
$1.57M +$326K +7,041 +26%
DIM
188
Delta Investment Management
California
$1.52M +$926K +20,001 +157%
WIM
189
WealthPlan Investment Management
Nebraska
$1.51M +$1.51M +32,639 New
EW
190
Element Wealth
Mississippi
$1.51M +$120K +2,582 +9%
IIM
191
InTrack Investment Management
Vermont
$1.46M +$109K +2,356 +8%
P
192
&Partners
Tennessee
$1.44M +$379K +8,192 +36%
CA
193
CoreCap Advisors
Michigan
$1.44M +$90.2K +1,948 +7%
WA
194
WBH Advisory
Maryland
$1.39M +$367K +7,928 +36%
OC
195
Oppenheimer & Co
New York
$1.37M -$5.18K -112 -0.4%
APP
196
Avantax Planning Partners
Iowa
$1.37M +$8.56K +185 +0.6%
WMA
197
William Mack & Associates
Michigan
$1.29M +$196K +4,242 +18%
EFH
198
Eaton Financial Holdings
Florida
$1.26M +$1.26M +27,153 New
MPWT
199
MassMutual Private Wealth & Trust
Connecticut
$1.26M +$3.56K +77 +0.3%
AO
200
Advisor OS
Illinois
$1.22M -$117K -2,529 -9%
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