We are live on ! Find out more
JMST icon

JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
226
Summit Wealth Partners
Florida
$721K -$29.7K -588 -4%
HSA
227
HBK Sorce Advisory
Pennsylvania
$721K +$720K +14,268 New
AWM
228
Axxcess Wealth Management
California
$701K -$504K -9,990 -42%
CAL
229
Capital Advisors Ltd
Ohio
$700K
IPW
230
Intergy Private Wealth
Colorado
$684K +$458K +9,091 +205%
PSCM
231
Per Stirling Capital Management
Texas
$670K +$669K +13,260 New
WCM
232
WealthBridge Capital Management
Ohio
$659K -$9.98K -198 -1%
TC
233
TownSquare Capital
Utah
$658K -$38M -753,220 -98%
AWS
234
Atria Wealth Solutions
New York
$655K +$653K +12,944 New
TDC
235
Thompson Davis & Co
Virginia
$651K +$403K +8,000 +164%
FPAS
236
Focus Partners Advisor Solutions
Missouri
$633K +$632K +12,524 New
HIP
237
HUB Investment Partners
Texas
$632K -$880K -17,440 -58%
UWM
238
USAdvisors Wealth Management
Minnesota
$623K +$294K +5,828 +90%
BWG
239
Beta Wealth Group
California
$605K
RWA
240
Ropes Wealth Advisors
Massachusetts
$602K +$34.5K +685 +6%
BFA
241
Beaumont Financial Advisors
Massachusetts
$600K +$599K +11,870 New
AHC
242
Adell Harriman & Carpenter
Texas
$594K
CW
243
CreativeOne Wealth
Kansas
$573K -$42.7K -847 -7%
CWM
244
Connecticut Wealth Management
Connecticut
$569K
IWC
245
Integrated Wealth Concepts
Massachusetts
$566K -$4.72M -93,685 -89%
AF
246
Allworth Financial
California
$564K +$321K +6,360 +133%
IA
247
Insight Advisors
Pennsylvania
$559K +$40.8K +810 +8%
SPI
248
Sutton Place Investors
New York
$556K
TNBTD
249
Trustmark National Bank Trust Department
Mississippi
$556K +$555K +11,000 New
CAWM
250
Capital Advisors Wealth Management
Washington
$556K +$45.5K +903 +9%