We are live on ! Find out more
JMST icon

JPMorgan Ultra-Short Municipal Income ETF
JMST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
351
Centurion Wealth Management
Virginia
$715K – – –
IP
352
Indivisible Partners
Florida
$714K +$714K +14,009 New
IFG
353
Independent Financial Group
California
$702K +$307K +6,019 +78%
RWP
354
Revolve Wealth Partners
New Jersey
$693K +$693K +13,612 New
BAM
355
Belpointe Asset Management
Nevada
$687K +$265K +5,203 +63%
BFIM
356
Beese Fulmer Investment Management
Ohio
$686K +$76K +1,491 +12%
SFG
357
Shum Financial Group
California
$682K -$41.5K -814 -6%
LWA
358
Lifelong Wealth Advisors
Minnesota
$674K -$20.4K -400 -3%
AIM
359
Acropolis Investment Management
Missouri
$670K +$670K +13,148 New
CAM
360
Cozad Asset Management
Illinois
$661K -$90K -1,767 -12%
TL
361
Tradewinds LLC
North Carolina
$641K -$1.02K -20 -0.2%
AWS
362
Aspen Wealth Strategies
Colorado
$636K – – –
OPA
363
Old Port Advisors
Maine
$625K +$317K +6,232 +103%
DWM
364
Dakota Wealth Management
Florida
$624K -$80K -1,570 -11%
GPW
365
Genesis Private Wealth
Virginia
$618K -$21.9K -429 -3%
PW
366
Paladin Wealth
Minnesota
$616K +$212K +4,154 +52%
PA
367
PFW Advisors
Georgia
$616K +$292K +5,723 +90%
BEI
368
Benjamin Edwards Inc
Missouri
$615K +$5.91K +116 +1%
ST
369
Sentinel Trust
Texas
$601K -$64.2K -1,260 -10%
AHC
370
Adell Harriman & Carpenter
Texas
$599K – – –
LSIA
371
LaSalle St. Investment Advisors
Illinois
$587K +$90.3K +1,773 +18%
CIA
372
Concurrent Investment Advisors
Florida
$585K +$163K +3,206 +39%
EHAM
373
Eagle Harbor Asset Management
Washington
$583K -$19.1K -374 -3%
MWM
374
Madrid Wealth Management
New Mexico
$573K +$573K +11,245 New
JBA
375
Johnson Bixby & Associates
Washington
$565K – – –
13 14
15
16 17