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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
226
IAG Wealth Partners
Wisconsin
$958K +$474K +9,318 +98%
HFM
227
Hartford Financial Management
Connecticut
$949K +$384K +7,562 +68%
RPSA
228
Richard P. Slaughter Associates
Texas
$943K +$733K +14,411 +352%
SC
229
Slow Capital
California
$939K -$1.46M -28,757 -61%
SFG
230
Shum Financial Group
California
$938K +$941K +18,519 New
FWP
231
FAS Wealth Partners
Kansas
$937K +$100K +1,977 +12%
EWS
232
Evergreen Wealth Solutions
Pennsylvania
$897K -$124K -2,436 -12%
PAS
233
Park Avenue Securities
New York
$891K +$889K +17,493 New
IWM
234
IHT Wealth Management
Illinois
$885K +$383K +7,544 +77%
PS
235
Principal Securities
Iowa
$885K +$604K +11,878 +216%
SRWM
236
Shira Ridge Wealth Management
California
$877K -$72.2K -1,420 -8%
JFA
237
JNBA Financial Advisors
Minnesota
$870K +$51 +1 +0%
SAI
238
Savvy Advisors Inc
New York
$866K -$159K -3,121 -16%
WCM
239
WealthBridge Capital Management
Ohio
$857K +$357K +7,015 +72%
SPIA
240
Steward Partners Investment Advisory
New York
$855K
FCFC
241
First Citizens Financial Corp
Iowa
$845K -$100K -1,968 -11%
Citadel Advisors
242
Citadel Advisors
Florida
$833K +$831K +16,350 New
KWM
243
Kingsview Wealth Management
Oregon
$826K +$353K +6,937 +75%
EBWM
244
Eagle Bluffs Wealth Management
Missouri
$820K +$1.07K +21 +0.1%
CFS
245
Commonwealth Financial Services
West Virginia
$811K +$80.7K +1,588 +11%
KAS
246
Kestra Advisory Services
Texas
$807K +$42.9K +844 +6%
AC
247
Apella Capital
Connecticut
$806K +$4.47K +88 +0.6%
BEAM
248
Baker Ellis Asset Management
Washington
$805K +$269K +5,300 +50%
FFA
249
Farther Finance Advisors
California
$804K +$779K +15,331 +3,340%
MSFS
250
Main Street Financial Solutions
Pennsylvania
$802K +$199K +3,910 +33%