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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1
Heritage Financial Services
Massachusetts
$93.4M +$170K +3,817 +0.2%
JP Morgan Chase
2
JP Morgan Chase
New York
$75.1M +$53.8M +1,206,626 +274%
SPWG
3
Syntegra Private Wealth Group
Missouri
$33.3M +$147K +3,285 +0.5%
Bank of America
4
Bank of America
North Carolina
$32.6M +$1.97M +44,171 +7%
DOA
5
D'Orazio & Associates
Virginia
$24.7M +$15.5M +347,647 +179%
CAWM
6
Capital Advisors Wealth Management
Washington
$19M -$1.75M -39,284 -9%
D
7
Diversified
Delaware
$17.6M +$583K +13,072 +4%
TFA
8
TPG Financial Advisors
Oregon
$17.3M +$122K +2,734 +0.7%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$17.1M +$7.29M +163,423 +77%
Morgan Stanley
10
Morgan Stanley
New York
$16.9M +$7.14M +160,033 +76%
PS
11
Planned Solutions
California
$13.5M +$88K +1,973 +0.7%
EWM
12
Echo Wealth Management
Minnesota
$13.4M +$13.1M +294,574 New
SCA
13
Scott Capital Advisors
Oregon
$13.2M +$11.1M +247,843 +611%
PCM
14
Pennsylvania Capital Management
Pennsylvania
$12.9M +$11.6M +260,504 +1,156%
VAS
15
Vestmark Advisory Solutions
Massachusetts
$12.1M +$1.29M +28,873 +12%
MYIA
16
Mount Yale Investment Advisors
Colorado
$11.3M +$11M +247,577 New
MFG
17
Magnus Financial Group
New York
$10.9M +$518K +11,606 +5%
FWM
18
Fortress Wealth Management
California
$10.3M -$208K -4,656 -2%
FFN
19
Focus Financial Network
Minnesota
$10.1M +$5.34M +119,723 +119%
FMP
20
Financial Management Professionals
Texas
$10.1M -$115K -2,578 -1%
MAG
21
MRA Advisory Group
New Jersey
$10.1M +$5.94M +133,042 +152%
BCP
22
Blue Chip Partners
Michigan
$8.74M +$7.12M +159,501 +496%
PAG
23
Private Advisor Group
New Jersey
$8.39M +$4.98M +111,695 +155%
NA
24
Nordwand Advisors
Pennsylvania
$8.36M +$8.18M +183,375 New
SC
25
Savant Capital
Illinois
$8.22M +$6.99M +156,709 +669%