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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
326
Tarbox Family Office
California
– -$2.39M -47,263 Closed
ASN
327
Advisory Services Network
Georgia
– -$1.55M -30,597 Closed
Principal Financial Group
328
Principal Financial Group
Iowa
– -$816K -16,105 Closed
PCWA
329
Pacific Capital Wealth Advisors
California
– -$703K -13,883 Closed
PFP
330
Paragon Financial Partners
California
– -$621K -12,252 Closed
NEPWA
331
New England Private Wealth Advisors
Massachusetts
– -$595K -11,750 Closed
EH
332
Equitable Holdings
New York
– -$497K -9,810 Closed
RPWA
333
Regent Peak Wealth Advisors
Georgia
– -$495K -9,780 Closed
BCMO
334
Buckingham Capital Management (Ohio)
Ohio
– -$407K -8,035 Closed
RW
335
REDW Wealth
New Mexico
– -$362K -7,149 Closed
SOS
336
Silver Oak Securities
Tennessee
– -$356K -7,027 Closed
CCA
337
Childress Capital Advisors
Texas
– -$299K -5,900 Closed
MCM
338
Morton Capital Management
California
– -$298K -5,877 Closed
GCP
339
Gill Capital Partners
Colorado
– -$259K -5,108 Closed
HWM
340
Horizon Wealth Management
Illinois
– -$253K -5,000 Closed
NEWAS
341
N.E.W. Advisory Services
Wisconsin
– -$247K -4,879 Closed
PTC
342
Private Trust Company
Ohio
– -$244K -4,815 Closed
AAS
343
Annex Advisory Services
Wisconsin
– -$200K -3,943 Closed
OCM
344
Orion Capital Management
California
– -$55K -1,091 Closed
PFGIA
345
Patriot Financial Group Insurance Agency
Massachusetts
– -$54K -1,068 Closed
SWM
346
SeaCrest Wealth Management
New York
– -$25K -493 Closed
HIA
347
Harbor Investment Advisory
Maryland
– -$20K -396 Closed