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JPMorgan Ultra-Short Municipal Income ETF
JMST

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
226
Ergawealth Advisors
Illinois
$693K -$182K -3,589 -21%
FF
227
Financial Futures
New Jersey
$692K -$15K -296 -2%
EHAM
228
Eagle Harbor Asset Management
Washington
$691K +$253 +5 +0%
SCG
229
Sonata Capital Group
Washington
$675K -$49K -968 -7%
WWC
230
Waypoint Wealth Counsel
Georgia
$674K -$108K -2,125 -14%
UWM
231
USAdvisors Wealth Management
Minnesota
$667K +$72.6K +1,434 +12%
WCM
232
WealthBridge Capital Management
Ohio
$662K -$2.78K -55 -0.4%
TDC
233
Thompson Davis & Co
Virginia
$646K – – –
SOS
234
Silver Oak Securities
Tennessee
$643K +$98K +1,937 +18%
CA
235
Cetera Advisors
Colorado
$629K -$149K -2,942 -19%
HIP
236
HUB Investment Partners
Texas
$626K -$7.64K -151 -1%
SPIA
237
Steward Partners Investment Advisory
New York
$599K – – –
PIA
238
Perennial Investment Advisors
California
$599K +$599K +11,831 New
AHC
239
Adell Harriman & Carpenter
Texas
$594K – – –
WB
240
Webster Bank
Connecticut
$593K +$202K +4,000 +52%
TFO
241
Tarbox Family Office
California
$589K -$317K -6,268 -35%
PMG
242
ProVise Management Group
Florida
$588K +$588K +11,612 New
DWM
243
Dakota Wealth Management
Florida
$581K +$26.3K +520 +5%
PSCM
244
Per Stirling Capital Management
Texas
$576K – – –
CW
245
CreativeOne Wealth
Kansas
$575K +$202 +4 +0%
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$566K +$305K +6,034 +117%
YWS
247
Yarger Wealth Strategies
Ohio
$558K -$460K -9,091 -45%
TNBTD
248
Trustmark National Bank Trust Department
Mississippi
$557K – – –
RWA
249
Ropes Wealth Advisors
Massachusetts
$555K -$17K -336 -3%
EWA
250
EP Wealth Advisors
California
$536K +$2.11M +41,738 +224%
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10
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