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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
301
Fidelity Investments
Massachusetts
$1K +$914 +18 New
CAM
302
Cresset Asset Management
Illinois
– -$5.5M -107,700 Closed
OWA
303
Opal Wealth Advisors
New York
– -$2.96M -57,939 Closed
PCMC
304
Private Capital Management (Colorado)
Colorado
– -$1.21M -23,773 Closed
HIC
305
Holderness Investments Company
North Carolina
– -$1.1M -21,557 Closed
TJHA
306
Thomas J. Herzfeld Advisors
Florida
– -$1.09M -21,358 Closed
MA
307
Mosaic Advisors
Texas
– -$802K -15,709 Closed
CWM
308
Congress Wealth Management
Massachusetts
– -$763K -14,935 Closed
Wealth Enhancement Advisory Services
309
Wealth Enhancement Advisory Services
Minnesota
– -$457K -9,000 Closed
BAAM
310
Baker Avenue Asset Management
California
– -$455K -8,909 Closed
RAM
311
Redmond Asset Management
Virginia
– -$444K -8,700 Closed
NA
312
NewEdge Advisors
Louisiana
– -$429K -8,399 Closed
NEWAS
313
N.E.W. Advisory Services
Wisconsin
– -$388K -7,600 Closed
SPA
314
Sentinel Pension Advisors
Massachusetts
– -$366K -7,176 Closed
SAM
315
Secure Asset Management
Michigan
– -$311K -6,094 Closed
OC
316
Oppenheimer & Co
New York
– -$306K -6,000 Closed
CWAF
317
Core Wealth Advisors (Florida)
Florida
– -$300K -5,873 Closed
OA
318
Oxbow Advisors
Texas
– -$257K -5,025 Closed
CTFG
319
Capstone Triton Financial Group
Oklahoma
– -$243K -4,758 Closed
GF
320
Gries Financial
Ohio
– -$236K -4,620 Closed
PIA
321
Perennial Investment Advisors
California
– -$225K -4,385 Closed
CA
322
Cambridge Advisors
Nebraska
– -$208K -4,071 Closed
CA
323
Continuum Advisory
Idaho
– -$206K -4,034 Closed
MF
324
Meridian Financial
Massachusetts
– -$202K -3,950 Closed
RJT
325
Raymond James Trust
Florida
– -$200K -3,921 Closed