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JPMorgan Ultra-Short Municipal Income ETF
JMST

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
426
Brookwood Investment Group
Arizona
$425K – – –
RWP
427
RWA Wealth Partners
Massachusetts
$413K +$67.2K +1,316 +19%
GSEP
428
Golden State Equity Partners
California
$412K +$412K +8,077 New
MPWT
429
MassMutual Private Wealth & Trust
Connecticut
$408K +$407K +7,972 +21,546%
DC
430
Davenport & Co
Virginia
$404K -$20.4K -399 -5%
GC
431
Grimes & Company
Massachusetts
$403K -$51.6M -1,010,482 -99%
PA
432
Procyon Advisors
Connecticut
$400K – – –
MWML
433
M Wealth Management LLC
California
$398K +$2.45K +48 +0.6%
SCG
434
Sonata Capital Group
Washington
$397K -$100K -1,960 -20%
GIA
435
Gladstone Institutional Advisory
Florida
$392K -$126K -2,474 -24%
1CP
436
1015 Capital Partners
Pennsylvania
$392K – – –
SWM
437
Schwallier Wealth Management
Michigan
$385K +$40K +783 +12%
UB
438
UMB Bank
Missouri
$382K – – –
AA
439
Armis Advisers
Georgia
$380K -$30.5K -597 -7%
MF
440
Midwestern Financial
Iowa
$378K -$103K -2,015 -21%
SAM
441
Smithbridge Asset Management
Pennsylvania
$378K -$156K -3,055 -29%
ATC
442
Argent Trust Co
Tennessee
$377K – – –
CFP
443
Curran Financial Partners
South Carolina
$368K -$33.7K -661 -8%
WIP
444
WealthCare Investment Partners
Rhode Island
$368K -$18.8K -368 -5%
SI
445
Stephens Inc
Arkansas
$364K -$156K -3,050 -30%
BCA
446
Bay Colony Advisors
Massachusetts
$364K -$26.3K -516 -7%
TWM
447
Tortuga Wealth Management
California
$359K +$80K +1,568 +29%
CAL
448
Capital Advisors Ltd
Ohio
$354K – – –
ACS
449
Archford Capital Strategies
Illinois
$352K – – –
CPL
450
CAP Partners LLC
Tennessee
$349K +$34.6K +677 +11%
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