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JPMorgan Ultra-Short Municipal Income ETF
JMST

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
326
Shum Financial Group
California
$859K +$176K +3,453 +26%
CWP
327
Cyndeo Wealth Partners
Florida
$854K +$57.7K +1,131 +7%
MWM
328
Marion Wealth Management
Pennsylvania
$852K – – –
E
329
Entelevest
Florida
$840K -$20.6K -404 -2%
FDW
330
Fourth Dimension Wealth
Ohio
$827K -$26.8K -525 -3%
BFO
331
Boston Family Office
Massachusetts
$824K – – –
WAM
332
Worth Asset Management
Texas
$823K +$824K +16,141 New
BIA
333
BHK Investment Advisors
Alabama
$816K – – –
PA
334
PFW Advisors
Georgia
$813K +$197K +3,868 +32%
QWM
335
Quadcap Wealth Management
Texas
$801K +$21.4K +420 +3%
EBWM
336
Eagle Bluffs Wealth Management
Missouri
$798K -$4.59K -90 -0.6%
PW
337
Paladin Wealth
Minnesota
$797K +$180K +3,530 +29%
SB
338
Sunflower Bank
Texas
$793K -$381K -7,455 -32%
SPA
339
Sound Portfolio Advisors
Connecticut
$787K +$2.3K +45 +0.3%
BFIM
340
Beese Fulmer Investment Management
Ohio
$787K +$102K +2,000 +15%
VCP
341
Verus Capital Partners
Arizona
$767K +$768K +15,051 New
MCFP
342
Mallini Complete Financial Planning
Florida
$764K +$4.75K +93 +0.6%
FMWA
343
Forvis Mazars Wealth Advisors
Missouri
$759K +$500K +9,804 +193%
CFS
344
Commonwealth Financial Services
West Virginia
$756K +$15.3K +299 +2%
IP
345
Indivisible Partners
Florida
$755K +$40.7K +797 +6%
MFS
346
Mattson Financial Services
Michigan
$746K -$11.9K -234 -2%
MP
347
McDonald Partners
Ohio
$744K – – –
MWM
348
Madrid Wealth Management
New Mexico
$742K +$168K +3,300 +29%
PCM
349
Presidio Capital Management
California
$730K -$104K -2,046 -12%
SB
350
Strategic Blueprint
Georgia
$724K +$204 +4 +0%
12 13
14
15 16