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JPMorgan Ultra-Short Municipal Income ETF
JMST

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
376
Souders Financial Advisors
Ohio
$561K +$40.4K +794 +8%
BWM
377
BlackDiamond Wealth Management
New York
$557K -$56.4K -1,108 -9%
RA
378
Ruggaard & Associates
Ohio
$556K – – –
TNBTD
379
Trustmark National Bank Trust Department
Mississippi
$555K – – –
FOR
380
Family Office Research
Maryland
$553K +$3.72K +73 +0.7%
CF
381
Carter Financial
California
$545K +$545K +10,692 New
RAM
382
Redmond Asset Management
Virginia
$540K – – –
CIC
383
Carnegie Investment Counsel
Ohio
$539K +$163K +3,199 +43%
SIA
384
Soltis Investment Advisors
Utah
$539K +$22.9K +449 +4%
UW
385
Unique Wealth
Florida
$535K +$535K +10,494 New
SAM
386
Smithbridge Asset Management
Pennsylvania
$533K +$300K +5,882 +128%
HFM
387
Hartford Financial Management
Connecticut
$532K – – –
BHPW
388
Beverly Hills Private Wealth
California
$524K +$160K +3,144 +44%
AWM
389
Avaii Wealth Management
Wisconsin
$524K -$15.2K -299 -3%
GCA
390
Gradient Capital Advisors
California
$524K -$25K -490 -5%
KWM
391
Kingsview Wealth Management
Oregon
$523K -$51.8K -1,016 -9%
CW
392
CreativeOne Wealth
Kansas
$522K -$38.4K -753 -7%
SI
393
Stephens Inc
Arkansas
$520K -$239K -4,700 -32%
GIA
394
Gladstone Institutional Advisory
Florida
$517K +$54.5K +1,069 +12%
FCM
395
Firestone Capital Management
Florida
$512K +$219K +4,305 +75%
PCA
396
Pallas Capital Advisors
Massachusetts
$509K – – –
IA
397
IFC Advisors
California
$509K +$509K +10,000 New
SPA
398
Shore Point Advisors
New Jersey
$500K -$64.8K -1,272 -11%
OP
399
ORG Partners
Indiana
$497K +$58.6K +1,151 +13%
SCG
400
Sonata Capital Group
Washington
$497K – – –
14 15
16
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