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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$317M +$81.7M +1,783,134 +35%
Morgan Stanley
2
Morgan Stanley
New York
$176M +$27.7M +605,508 +19%
SC
3
Savant Capital
Illinois
$148M +$32.5M +709,769 +29%
SFA
4
Sequoia Financial Advisors
Ohio
$125M +$24.6M +536,335 +25%
HFS
5
Heritage Financial Services
Massachusetts
$102M +$1.06M +23,079 +1%
Bank of America
6
Bank of America
North Carolina
$100M +$13.5M +293,600 +16%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$92M +$1.13M +24,697 +1%
Osaic Holdings
8
Osaic Holdings
Arizona
$84.4M +$9.73M +212,471 +13%
WA
9
Waverly Advisors
Alabama
$81.4M +$19.1M +417,593 +31%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$74.1M +$33.3M +726,850 +83%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$50.8M +$16.6M +361,493 +49%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$48.9M -$3.92M -85,565 -7%
CSP
13
Cary Street Partners
Virginia
$47.5M +$6.19M +135,094 +15%
SPWG
14
Syntegra Private Wealth Group
Missouri
$46.1M +$502K +10,964 +1%
Wells Fargo
15
Wells Fargo
California
$45.6M +$25.1M +548,261 +125%
HCM
16
Hilton Capital Management
New York
$44M +$43.6M +950,717 New
DOA
17
D'Orazio & Associates
Virginia
$39.4M +$1.19M +25,888 +3%
EA
18
Enclave Advisors
Texas
$38.5M +$922K +20,114 +2%
Renaissance Technologies
19
Renaissance Technologies
New York
$34.7M +$11.1M +241,581 +48%
DE
20
Diversified Enterprises
Delaware
$33.1M +$1.91M +41,620 +6%
Raymond James Financial
21
Raymond James Financial
Florida
$32.9M +$5.68M +123,935 +21%
WWMSC
22
Wagner Wealth Management (South Carolina)
South Carolina
$30.4M +$1.03M +22,587 +4%
CA
23
Cornerstone Advisory
Maryland
$26.1M +$986K +21,513 +4%
CAWM
24
Capital Advisors Wealth Management
Washington
$24M +$2.02M +44,018 +9%
NW
25
NewEdge Wealth
Pennsylvania
$23.7M +$9.74M +212,645 +71%