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JPMorgan Ultra-Short Municipal Income ETF
JMST

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
276
Titleist Capital
Texas
$396K +$93.4K +1,852 +31%
PCP
277
Proficio Capital Partners
Massachusetts
$394K – – –
WB
278
Webster Bank
Connecticut
$390K – – –
BCP
279
Blue Chip Partners
Michigan
$383K +$1.16K +23 +0.3%
WAM
280
WNY Asset Management
New York
$378K +$377K +7,475 New
ICM
281
IMS Capital Management
Oregon
$374K +$50.4K +1,000 +16%
VA
282
Valmark Advisers
Ohio
$371K -$608K -12,065 -62%
SAM
283
Secure Asset Management
Michigan
$354K +$354K +7,014 New
JF
284
JSF Financial
California
$351K -$2.55M -50,588 -88%
SS
285
Simplicity Solutions
Minnesota
$345K -$184K -3,642 -35%
GSIAS
286
Garden State Investment Advisory Services
New Jersey
$345K +$344K +6,829 New
GC
287
Gratus Capital
Georgia
$344K -$253K -5,017 -42%
GRP
288
Global Retirement Partners
California
$341K +$309K +6,136 +1,008%
OFP
289
OLIO Financial Planning
Virginia
$340K +$130K +2,570 +59%
HAS
290
HBW Advisory Services
California
$331K +$89.6K +1,776 +37%
EBWM
291
Eagle Bluffs Wealth Management
Missouri
$327K – – –
WCM
292
Windsor Capital Management
Arizona
$321K -$10.2K -203 -3%
CAG
293
Curtis Advisory Group
California
$314K -$201K -3,977 -39%
SSB
294
Sandy Spring Bank
Maryland
$308K -$45.4K -900 -13%
MWM
295
Meridian Wealth Management
Kentucky
$303K +$302K +5,990 New
CG
296
CFO4Life Group
Texas
$302K -$125K -2,470 -29%
C
297
CFO4Life
Texas
$302K +$302K +5,981 New
HG
298
Harbor Group
New Hampshire
$299K – – –
AAS
299
Avantax Advisory Services
Texas
$296K +$295K +5,859 New
OWA
300
Opal Wealth Advisors
New York
$296K +$295K +5,850 New
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12
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