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JPMorgan Ultra-Short Municipal Income ETF
JMST

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
251
Capstone Financial Advisors
Illinois
$610K +$29.6K +585 +5%
CWM
252
Collaborative Wealth Management
Florida
$609K +$49.7K +982 +9%
MSFS
253
Main Street Financial Solutions
Pennsylvania
$600K +$208K +4,100 +53%
WB
254
Webster Bank
Connecticut
$600K – – –
MAC
255
Mason & Associates (California)
California
$599K -$223K -4,400 -27%
PCM
256
Presidio Capital Management
California
$597K +$42.6K +840 +8%
AHC
257
Adell Harriman & Carpenter
Texas
$596K – – –
MTWM
258
Masso Torrence Wealth Management
New Jersey
$593K -$123K -2,424 -17%
AC
259
Abbrea Capital
California
$592K -$329K -6,500 -36%
HIP
260
HUB Investment Partners
Texas
$586K +$2.69K +53 +0.5%
OC
261
Oppenheimer & Co
New York
$569K +$568K +11,206 New
SPC
262
Sigma Planning Corp
Michigan
$566K +$235K +4,642 +71%
HFM
263
Hartford Financial Management
Connecticut
$561K -$272K -5,378 -33%
HI
264
Harbour Investments
Wisconsin
$556K +$12.1K +238 +2%
AWC
265
Adamsbrown Wealth Consultants
Kansas
$546K +$545K +10,751 New
SFA
266
Souders Financial Advisors
Ohio
$545K +$85.7K +1,691 +19%
GGV
267
GG Group Ventures
Florida
$541K +$539K +10,646 New
PCG
268
Prosperity Consulting Group
Maryland
$540K +$27.6K +544 +5%
BEAM
269
Baker Ellis Asset Management
Washington
$533K +$532K +10,500 New
KCIC
270
Kuhn & Co Investment Counsel
Illinois
$523K +$80.7K +1,593 +18%
USCWA
271
U.S. Capital Wealth Advisors
Texas
$522K -$12.9K -254 -2%
SOS
272
Silver Oak Securities
Tennessee
$519K -$918K -18,131 -64%
KF
273
Krilogy Financial
Missouri
$518K +$517K +10,210 New
BWM
274
BlackDiamond Wealth Management
New York
$517K +$148K +2,925 +40%
PCA
275
Pallas Capital Advisors
Massachusetts
$508K – – –
9 10
11
12 13