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JPMorgan Income ETF
JPIE

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
201
Sage Rhino Capital
California
$2.5M +$271K +5,856 +12%
OWA
202
Opal Wealth Advisors
New York
$2.48M +$124K +2,689 +5%
RIA
203
Regal Investment Advisors
Michigan
$2.45M +$254K +5,491 +11%
DWM
204
Drive Wealth Management
Utah
$2.25M -$480K -10,361 -18%
GCM
205
Gallacher Capital Management
Colorado
$2.23M -$47.7K -1,031 -2%
MWA
206
Medallion Wealth Advisors
Connecticut
$2.23M +$985K +21,285 +78%
BF
207
Benchmark Financial
Delaware
$2.23M +$246K +5,315 +12%
MWM
208
Madrid Wealth Management
New Mexico
$2.21M +$690K +14,907 +45%
WIA
209
World Investment Advisors
California
$2.13M +$109K +2,351 +5%
PI
210
PFG Investments
New York
$2.1M -$733K -15,832 -26%
WWM
211
Western Wealth Management
Colorado
$2.1M +$2.11M +45,572 New
MWA
212
MN Wealth Advisors
Kansas
$2.1M -$548K -11,835 -21%
NWM
213
Nolet Wealth Management
Texas
$2.09M +$192K +4,145 +10%
CFG
214
Cooper Financial Group
California
$2.07M -$3.56K -77 -0.2%
BCA
215
Bay Colony Advisors
Massachusetts
$2.03M -$72.6K -1,569 -3%
WIM
216
WealthPlan Investment Management
Nebraska
$2.01M +$685K +14,800 +52%
DAS
217
Dynamic Advisor Solutions
Arizona
$2M +$126K +2,716 +7%
SA
218
Sanctuary Advisors
Indiana
$2M +$113K +2,438 +6%
UA
219
URS Advisory
Florida
$1.99M +$1.8M +38,902 +888%
PP
220
PDS Planning
Ohio
$1.96M +$1.95K +42 +0.1%
IIM
221
InTrack Investment Management
Vermont
$1.96M +$257K +5,542 +15%
MMA
222
Miracle Mile Advisors
California
$1.93M -$107K -2,302 -5%
MWM
223
Modera Wealth Management
New Jersey
$1.93M -$8.2K -177 -0.4%
BTD
224
BankPlus Trust Department
Mississippi
$1.92M +$171K +3,693 +10%
AW
225
Alteri Wealth
California
$1.87M +$1.36M +29,395 +264%
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