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JPMorgan Ultra-Short Municipal Income ETF
JMST

Name Holding Trade Value Shares
Change 		Change in
Stake
JJBC
301
James J. Burns & Company
New York
$311K -$48.6K -961 -14%
PCM
302
Pennsylvania Capital Management
Pennsylvania
$301K -$678K -13,389 -69%
HG
303
Harbor Group
New Hampshire
$300K – – –
EIA
304
Eldridge Investment Advisors
New Hampshire
$283K +$50.6K +1,000 +22%
OFP
305
OLIO Financial Planning
Virginia
$281K -$61.1K -1,207 -18%
FA
306
FDx Advisors
Illinois
$276K +$276K +5,458 New
JWCA
307
J.W. Cole Advisors
Florida
$274K +$3.9K +77 +1%
JF
308
JSF Financial
California
$271K – – –
SWP
309
Semus Wealth Partners
Florida
$265K -$7.29K -144 -3%
SAG
310
SageView Advisory Group
California
$257K -$153K -3,031 -37%
AWA
311
Aletheian Wealth Advisors
Washington
$252K -$3.09K -61 -1%
WWP
312
WR Wealth Planners
Missouri
$251K +$249K +4,926 +14,488%
BFIM
313
Beese Fulmer Investment Management
Ohio
$250K – – –
AWS
314
Atria Wealth Solutions
New York
$248K -$711K -14,045 -74%
EWP
315
Elevation Wealth Partners
California
$242K – – –
WFA
316
WMG Financial Advisors
Tennessee
$240K – – –
EBWM
317
Eagle Bluffs Wealth Management
Missouri
$239K -$91K -1,797 -28%
SFG
318
StrategIQ Financial Group
Indiana
$236K +$235K +4,650 New
MF
319
Meridian Financial
Massachusetts
$231K +$1.11K +22 +0.5%
AWA
320
Acorn Wealth Advisors
Michigan
$228K +$4.4K +87 +2%
TCWM
321
Total Clarity Wealth Management
Illinois
$226K – – –
TI
322
Trexquant Investment
Connecticut
$221K -$170K -3,354 -43%
PCM
323
Parsons Capital Management
Rhode Island
$218K – – –
WWM
324
Western Wealth Management
Colorado
$211K +$211K +4,170 New
CAG
325
Curtis Advisory Group
California
$210K – – –
11 12
13
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