We are live on ! Find out more
JPIE icon

JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$233M +$3.06M +66,672 +1%
Morgan Stanley
2
Morgan Stanley
New York
$147M +$85M +1,852,327 +137%
SC
3
Savant Capital
Illinois
$115M +$26M +566,244 +29%
HFS
4
Heritage Financial Services
Massachusetts
$101M -$12.5M -271,446 -11%
SFA
5
Sequoia Financial Advisors
Ohio
$99.5M +$17.3M +377,406 +21%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$90.4M +$3.62M +78,820 +4%
Bank of America
7
Bank of America
North Carolina
$86.2M +$915K +19,952 +1%
Osaic Holdings
8
Osaic Holdings
Arizona
$74.2M +$1.35M +29,335 +2%
WA
9
Waverly Advisors
Alabama
$61.7M +$16.2M +352,281 +36%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$52.6M +$11.9M +259,606 +29%
SPWG
11
Syntegra Private Wealth Group
Missouri
$45.4M +$2.78M +60,493 +7%
CSP
12
Cary Street Partners
Virginia
$41M +$12.3M +268,092 +43%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$40.2M +$24.1M +524,416 +151%
DOA
14
D'Orazio & Associates
Virginia
$38M +$1.38M +30,104 +4%
EA
15
Enclave Advisors
Texas
$37.4M -$947K -20,647 -2%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$33.8M +$8.87M +193,300 +36%
DE
17
Diversified Enterprises
Delaware
$31M +$1.55M +33,843 +5%
WWMSC
18
Wagner Wealth Management (South Carolina)
South Carolina
$29.2M +$3.38M +73,673 +13%
Raymond James Financial
19
Raymond James Financial
Florida
$27M +$5.99M +130,511 +29%
CA
20
Cornerstone Advisory
Maryland
$24.7M +$2.25M +49,058 +10%
Renaissance Technologies
21
Renaissance Technologies
New York
$23.4M +$19.7M +429,146 +552%
PS
22
Planned Solutions
California
$21.9M +$647K +14,103 +3%
EWM
23
Echo Wealth Management
Minnesota
$21.9M +$1.58M +34,534 +8%
CAWM
24
Capital Advisors Wealth Management
Washington
$21.8M +$104K +2,257 +0.5%
LWA
25
Lineweaver Wealth Advisors
Ohio
$21.6M +$7.22M +157,279 +51%