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JPMorgan Ultra-Short Municipal Income ETF
JMST

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
301
Semus Wealth Partners
Florida
$290K +$289K +5,731 New
BFEC
302
Benjamin F. Edwards & Company
Missouri
$276K +$84.1K +1,667 +44%
WFA
303
WMG Financial Advisors
Tennessee
$276K +$151 +3 +0.1%
DI
304
DFPG Investments
Utah
$258K -$101K -2,000 -28%
PCM
305
Parsons Capital Management
Rhode Island
$254K -$252K -4,987 -50%
GG
306
Gofen & Glossberg
Illinois
$250K – – –
BFIM
307
Beese Fulmer Investment Management
Ohio
$250K – – –
SC
308
Scotia Capital
Ontario, Canada
$247K – – –
AWA
309
Amplius Wealth Advisors
Pennsylvania
$247K -$83.1K -1,648 -25%
LPAM
310
Lodestar Private Asset Management
California
$244K +$244K +4,830 New
JMFC
311
J.M. Forbes & Co
Massachusetts
$244K -$605 -12 -0.2%
EIA
312
Eldridge Investment Advisors
New Hampshire
$232K -$18.9K -375 -8%
SIAP
313
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$227K -$50.4K -1,000 -18%
FMWA
314
Forvis Mazars Wealth Advisors
Missouri
$224K -$368K -7,306 -62%
NC
315
NovaPoint Capital
Georgia
$223K – – –
JJBC
316
James J. Burns & Company
New York
$220K +$1.01K +20 +0.5%
BPA
317
Beacon Pointe Advisors
California
$215K -$209K -4,151 -49%
LAM
318
LifePro Asset Management
California
$214K – – –
HSWM
319
Hubbell Strickland Wealth Management
Louisiana
$210K +$209K +4,153 New
CSPIA
320
Cary Street Partners Investment Advisory
Virginia
$205K -$19.3K -383 -9%
FPCP
321
Fort Point Capital Partners
California
$203K – – –
AWA
322
Acorn Wealth Advisors
Michigan
$202K +$202K +4,006 New
SSWM
323
Sheets Smith Wealth Management
North Carolina
$201K – – –
TCWM
324
Total Clarity Wealth Management
Illinois
$201K +$200K +3,969 New
TFM
325
TFC Financial Management
Massachusetts
$186K -$29.6K -587 -14%
11 12
13
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