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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WB
276
Webster Bank
Connecticut
$932K +$329K +6,478 +55%
LFG
277
Leverty Financial Group
Wisconsin
$922K -$47.4K -933 -5%
MWG
278
Martin Worley Group
Utah
$911K +$22.1K +435 +2%
Morgan Stanley
279
Morgan Stanley
New York
$896K -$20.1K -397 -2%
WA
280
Waverly Advisors
Alabama
$876K +$100K +1,976 +13%
MTWM
281
Masso Torrence Wealth Management
New Jersey
$876K +$55.8K +1,100 +7%
Comerica Bank
282
Comerica Bank
Texas
$865K +$321K +6,325 +59%
BI
283
Bolthouse Investments
California
$855K -$13.2K -261 -2%
FFA
284
First Foundation Advisors
California
$853K -$894K -17,608 -51%
WCFA
285
Walkner Condon Financial Advisors
Wisconsin
$847K +$37.8K +744 +5%
BFO
286
Boston Family Office
Massachusetts
$841K +$426K +8,387 +103%
KCIC
287
Kuhn & Co Investment Counsel
Illinois
$834K +$33.5K +661 +4%
SOS
288
Silver Oak Securities
Tennessee
$830K -$44.1K -869 -5%
AC
289
Apella Capital
Connecticut
$827K +$6.19K +122 +0.8%
CWM
290
Collaborative Wealth Management
Florida
$820K +$63.9K +1,259 +8%
EBWM
291
Eagle Bluffs Wealth Management
Missouri
$817K +$6.29K +124 +0.8%
IPW
292
Intergy Private Wealth
Colorado
$813K -$7.82K -154 -1%
PGFC
293
Peapack-Gladstone Financial Corp
New Jersey
$804K +$332K +6,547 +71%
VIM
294
Vista Investment Management
Pennsylvania
$800K +$127K +2,500 +19%
TWM
295
Tradition Wealth Management
Minnesota
$776K +$62K +1,222 +9%
CWL
296
Causey Wealth LLC
Colorado
$775K +$76.8K +1,513 +11%
MAC
297
Mason & Associates (California)
California
$771K -$249K -4,901 -24%
USGIU
298
U.S. Global Investors (USGI)
Texas
$764K -$239K -4,700 -24%
OFP
299
OLIO Financial Planning
Virginia
$764K +$475K +9,367 +166%
MCFP
300
Mallini Complete Financial Planning
Florida
$748K +$96.3K +1,898 +15%