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JPMorgan Ultra-Short Municipal Income ETF
JMST

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
301
Sigma Planning Corp
Michigan
$709K +$52.5K +1,034 +8%
SPFA
302
Summit Place Financial Advisors
New Jersey
$702K +$701K +13,800 New
ESB
303
Essex Savings Bank
Connecticut
$699K +$342K +6,737 +96%
CWM
304
Centurion Wealth Management
Virginia
$699K – – –
CWL
305
Causey Wealth LLC
Colorado
$697K +$697K +13,714 New
DWM
306
Dakota Wealth Management
Florida
$692K – – –
AWM
307
Apollon Wealth Management
South Carolina
$691K +$325K +6,391 +89%
JCM
308
Jacobi Capital Management
Pennsylvania
$679K +$301K +5,919 +80%
QWM
309
Quadcap Wealth Management
Texas
$674K +$298K +5,864 +79%
VIM
310
Vista Investment Management
Pennsylvania
$672K +$38.1K +750 +6%
GPW
311
Genesis Private Wealth
Virginia
$653K +$28K +551 +4%
MCFP
312
Mallini Complete Financial Planning
Florida
$651K +$4.73K +93 +0.7%
CA
313
Claro Advisors
Massachusetts
$648K +$648K +12,750 New
HI
314
Harbour Investments
Wisconsin
$634K +$85.1K +1,675 +16%
BWM
315
BlackDiamond Wealth Management
New York
$625K +$305 +6 +0%
HFM
316
Hartford Financial Management
Connecticut
$625K -$38.2K -752 -6%
AI
317
Atria Investments
North Carolina
$604K -$1.27M -25,039 -68%
SFA
318
Souders Financial Advisors
Ohio
$603K -$33K -649 -5%
TSWM
319
Tyler-Stone Wealth Management
Ohio
$602K -$76.3K -1,502 -11%
JBA
320
Johnson Bixby & Associates
Washington
$601K -$166K -3,267 -22%
EHAM
321
Eagle Harbor Asset Management
Washington
$601K +$152 +3 +0%
WB
322
Webster Bank
Connecticut
$601K – – –
AHC
323
Adell Harriman & Carpenter
Texas
$597K – – –
LSIA
324
LaSalle St. Investment Advisors
Illinois
$597K +$67.7K +1,333 +13%
TL
325
Tradewinds LLC
North Carolina
$590K – – –
11 12
13
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