We are live on ! Find out more
JPIE icon

JPMorgan Income ETF
JPIE

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$73.6M -$10.8M -230,000 -13%
CAWM
2
Capital Advisors Wealth Management
Washington
$15.8M +$15.5K +330 +0.1%
FMP
3
Financial Management Professionals
Texas
$10.3M +$2.11M +44,716 +25%
BL
4
BFSG LLC
California
$3.58M -$366K -7,770 -9%
DIM
5
Delta Investment Management
California
$3.07M +$18.6K +395 +0.6%
Morgan Stanley
6
Morgan Stanley
New York
$2.05M +$1.6M +33,878 +314%
TWM
7
Tradition Wealth Management
Minnesota
$1.45M +$19.4K +412 +1%
Truist Financial
8
Truist Financial
North Carolina
$1.38M +$1.41M +30,024 New
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$1.04M +$350K +7,431 +49%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$1.02M +$590K +12,521 +128%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.01M +$1.04M +22,045 New
DAS
12
Dynamic Advisor Solutions
Arizona
$704K +$723K +15,350 New
IA
13
Integrity Advisory
Kansas
$639K +$296K +6,294 +82%
Osaic Holdings
14
Osaic Holdings
Arizona
$572K +$587K +12,470 New
VCM
15
Virtue Capital Management
Tennessee
$538K +$552K +11,731 New
HFS
16
Heritage Financial Services
Massachusetts
$514K +$528K +11,223 New
BWA
17
Burt Wealth Advisors
Maryland
$380K +$390K +8,284 New
DA
18
Detalus Advisors
Missouri
$342K +$351K +7,465 New
IC
19
IEQ Capital
California
$330K +$2.07K +44 +0.6%
CSPIA
20
Cary Street Partners Investment Advisory
Virginia
$303K +$311K +6,600 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$296K +$304K +6,454 New
HA
22
Herold Advisors
New York
$292K +$153K +3,260 +105%
FWA
23
FSM Wealth Advisors
Ohio
$231K +$232K +4,926 New
UBS Group
24
UBS Group
Switzerland
$67K +$59.7K +1,268 +637%
Wells Fargo
25
Wells Fargo
California
$59K +$60.5K +1,285 New
1
2