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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
$345M +$26.8M +578,800 +8%
Morgan Stanley
2
Morgan Stanley
New York
$250M +$73.6M +1,590,629 +42%
SFA
3
Sequoia Financial Advisors
Ohio
$214M +$88.6M +1,914,053 +71%
SC
4
Savant Capital
Illinois
$164M +$15.1M +327,201 +10%
Wells Fargo
5
Wells Fargo
California
$120M +$73.7M +1,591,771 +162%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$113M +$38.9M +839,269 +52%
HFS
7
Heritage Financial Services
Massachusetts
$107M +$4.61M +99,558 +5%
Bank of America
8
Bank of America
North Carolina
$101M +$748K +16,159 +0.7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$98.4M +$6.18M +133,537 +7%
WA
10
Waverly Advisors
Alabama
$97.7M +$16.1M +348,776 +20%
Osaic Holdings
11
Osaic Holdings
Arizona
$89.1M +$4.31M +93,062 +5%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$55.8M +$6.82M +147,207 +14%
CSP
13
Cary Street Partners
Virginia
$52M +$4.4M +95,020 +9%
SPWG
14
Syntegra Private Wealth Group
Missouri
$48.5M +$2.28M +49,282 +5%
DOA
15
D'Orazio & Associates
Virginia
$41.9M +$2.36M +50,920 +6%
HCM
16
Hilton Capital Management
New York
$41.8M -$2.27M -49,123 -5%
Raymond James Financial
17
Raymond James Financial
Florida
$41M +$8.03M +173,407 +24%
EA
18
Enclave Advisors
Texas
$40.5M +$1.9M +41,007 +5%
WWMSC
19
Wagner Wealth Management (South Carolina)
South Carolina
$36.7M +$6.25M +134,935 +21%
Truist Financial
20
Truist Financial
North Carolina
$35.1M +$18M +387,821 +105%
DE
21
Diversified Enterprises
Delaware
$34.3M +$1.08M +23,304 +3%
Renaissance Technologies
22
Renaissance Technologies
New York
$32.9M -$1.85M -39,889 -5%
VAS
23
Vestmark Advisory Solutions
Massachusetts
$30.3M -$20.5M -442,448 -40%
CA
24
Cornerstone Advisory
Maryland
$27.7M +$1.63M +35,122 +6%
SCA
25
Scott Capital Advisors
Oregon
$25.7M +$7.48M +161,615 +41%