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JPMorgan Ultra-Short Municipal Income ETF
JMST

Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
351
WealthCare Investment Partners
Rhode Island
$485K -$88.4K -1,739 -15%
RWP
352
RWA Wealth Partners
Massachusetts
$484K +$82.8K +1,630 +21%
RA
353
RFG Advisory
Alabama
$480K -$237K -4,655 -33%
AF
354
Advisornet Financial
Minnesota
$478K -$151K -2,981 -24%
PWH
355
Priebe Wealth Holdings
Minnesota
$477K -$734K -14,448 -61%
AWS
356
Atria Wealth Solutions
New York
$470K +$6.1K +120 +1%
PGFC
357
Peapack-Gladstone Financial Corp
New Jersey
$470K -$2.48M -48,897 -84%
JSW
358
Journey Strategic Wealth
New Jersey
$462K – – –
WAM
359
WNY Asset Management
New York
$457K – – –
LAM
360
Lifestyle Asset Management
Texas
$451K +$230K +4,529 +104%
CMBA
361
C.M. Bidwell & Associates
Hawaii
$451K – – –
SS
362
Sunbelt Securities
Texas
$445K -$19.6K -386 -4%
JWCA
363
J.W. Cole Advisors
Florida
$442K +$173K +3,413 +65%
PWG
364
Private Wealth Group
Florida
$438K -$2.79K -55 -0.6%
SA
365
Sincerus Advisory
New York
$431K +$711 +14 +0.2%
MC
366
McCarthy & Cox
Ohio
$427K +$112K +2,213 +36%
DC
367
Davenport & Co
Virginia
$425K +$30.7K +605 +8%
PS
368
Principal Securities
Iowa
$424K – – –
MW
369
Members Wealth
Pennsylvania
$422K – – –
BEI
370
Benjamin Edwards Inc
Missouri
$418K +$23.5K +463 +6%
TFO
371
Tarbox Family Office
California
$418K -$88K -1,732 -17%
BFO
372
Boston Family Office
Massachusetts
$413K -$44.1K -867 -10%
ASN
373
Advisory Services Network
Georgia
$410K +$42.8K +842 +12%
AF
374
Amara Financial
California
$409K +$22.2K +436 +6%
IAIM
375
International Assets Investment Management
Florida
$409K +$408K +8,036 New
13 14
15
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