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JPMorgan Ultra-Short Municipal Income ETF
JMST

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
301
Mount Yale Investment Advisors
Colorado
$1.03M +$1.03M +20,190 New
TP
302
Tranquility Partners
Tennessee
$1.02M – – –
CF
303
Carlson Financial
Oregon
$1.01M +$1.01M +19,831 New
ACG
304
Allen Capital Group
Nebraska
$1.01M +$288K +5,644 +40%
CFO
305
Cambient Family Office
Michigan
$1M +$1M +19,659 New
VAS
306
Vestmark Advisory Solutions
Massachusetts
$1M +$1M +19,690 New
AWM
307
Aries Wealth Management
Maine
$1M +$725K +14,240 +262%
FTUS
308
Flow Traders U.S.
New York
$1M -$1.88M -36,817 -65%
LWA
309
Lineweaver Wealth Advisors
Ohio
$998K -$86.4K -1,697 -8%
SWM
310
Stark Wealth Management
Pennsylvania
$993K +$993K +19,502 New
JCM
311
Jacobi Capital Management
Pennsylvania
$984K +$124K +2,436 +14%
FWP
312
FAS Wealth Partners
Kansas
$973K +$22.8K +448 +2%
OC
313
Opal Capital
Florida
$970K +$968K +19,002 New
GWP
314
Gateway Wealth Partners
Wisconsin
$969K +$970K +19,032 New
4WM
315
49 Wealth Management
Texas
$968K +$470K +9,228 +94%
JFA
316
JNBA Financial Advisors
Minnesota
$963K – – –
CWM
317
Collaborative Wealth Management
Florida
$950K +$9.47K +186 +1%
OFP
318
OLIO Financial Planning
Virginia
$946K +$86.7K +1,701 +10%
WB
319
Webster Bank
Connecticut
$932K – – –
KIM
320
Kestra Investment Management
Texas
$924K -$4.18M -82,077 -82%
AWA
321
Argo Wealth Advisory
Virginia
$906K +$906K +17,787 New
SOS
322
Silver Oak Securities
Tennessee
$892K +$58.3K +1,145 +7%
IASG
323
Investment Advisory Services Group
Florida
$871K +$871K +17,098 New
E
324
Entelevest
Florida
$860K +$860K +16,887 New
MWM
325
Marion Wealth Management
Pennsylvania
$853K +$131K +2,562 +18%
11 12
13
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