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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCP
326
Blue Chip Partners
Michigan
$353K +$3.04K +60 +0.9%
CAL
327
Capital Advisors Ltd
Ohio
$353K – – –
DWM
328
Dogwood Wealth Management
Kansas
$351K -$6.03K -119 -2%
AWM
329
Apollon Wealth Management
South Carolina
$350K +$35.4K +698 +11%
BFG
330
Bleakley Financial Group
New Jersey
$347K -$12.4K -244 -3%
SW
331
Simplicity Wealth
New Jersey
$347K -$12.4K -244 -3%
WN
332
Williams & Novak
California
$345K -$274K -5,400 -44%
MCWA
333
Meadow Creek Wealth Advisors
Georgia
$340K – – –
NCM
334
NCM Capital Management
New Jersey
$339K +$338K +6,680 New
HSA
335
HBK Sorce Advisory
Pennsylvania
$337K – – –
YWS
336
Yarger Wealth Strategies
Ohio
$328K +$22.9K +452 +8%
EA
337
Ergawealth Advisors
Illinois
$318K +$8.61K +170 +3%
CW
338
CreativeOne Wealth
Kansas
$312K -$63.6K -1,255 -17%
BJL
339
Brighton Jones LLC
Washington
$308K +$308K +6,074 New
BW
340
Bison Wealth
Georgia
$308K – – –
OFP
341
OLIO Financial Planning
Virginia
$308K – – –
ESB
342
Essex Savings Bank
Connecticut
$307K -$308K -6,071 -50%
WJWM
343
Williams Jones Wealth Management
New York
$307K -$152K -3,000 -33%
BIA
344
BHK Investment Advisors
Alabama
$304K – – –
SJL
345
Shayne & Jacobs LLC
Tennessee
$304K – – –
CCG
346
Catalina Capital Group
California
$301K – – –
CPL
347
CAP Partners LLC
Tennessee
$297K +$52.2K +1,030 +21%
CFD
348
Creative Financial Designs
Indiana
$291K +$8.87K +175 +3%
ZIM
349
Zacks Investment Management
Illinois
$288K – – –
SPA
350
Shore Point Advisors
New Jersey
$284K -$174K -3,427 -38%