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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
301
Peterson Wealth Advisors
Utah
$554K -$103K -2,027 -16%
HI
302
Harbour Investments
Wisconsin
$548K -$8.23K -162 -1%
IA
303
IFG Advisory
Georgia
$545K +$546K +10,752 New
FOR
304
Family Office Research
Maryland
$534K +$535K +10,532 New
LSIA
305
LaSalle St. Investment Advisors
Illinois
$528K +$33.4K +658 +7%
EA
306
Enclave Advisors
Texas
$528K +$278K +5,477 +111%
GWM
307
Geneos Wealth Management
Colorado
$520K +$360K +7,085 +224%
SMG
308
Smart Money Group
Texas
$515K +$660 +13 +0.1%
WA
309
Waverly Advisors
Alabama
$515K +$48.6K +957 +10%
IDA
310
Intelligence Driven Advisers
California
$511K -$108K -2,130 -17%
PCA
311
Pallas Capital Advisors
Massachusetts
$507K
TFO
312
Tarbox Family Office
California
$505K +$2.49K +49 +0.5%
SFG
313
Sterling Financial Group
California
$504K +$504K +9,930 New
TNBTD
314
Trustmark National Bank Trust Department
Mississippi
$496K
SWP
315
Sagespring Wealth Partners
Tennessee
$494K +$494K +9,734 New
AAS
316
Annex Advisory Services
Wisconsin
$487K -$21.2M -416,590 -98%
AQR Capital Management
317
AQR Capital Management
Connecticut
$479K +$1.93K +38 +0.4%
SWM
318
SFG Wealth Management
Maryland
$478K -$492K -9,687 -51%
CWS
319
Confluence Wealth Services
Pennsylvania
$473K
NG
320
Novem Group
New York
$473K +$473K +9,320 New
SS
321
Sunbelt Securities
Texas
$465K
PA
322
Parallel Advisors
California
$464K +$464K +9,142 New
AWS
323
Atria Wealth Solutions
New York
$463K -$23.7K -467 -5%
JSW
324
Journey Strategic Wealth
New Jersey
$460K -$151K -2,970 -25%
BFO
325
Boston Family Office
Massachusetts
$456K