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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$27.6M +$170K +3,340 +0.6%
CAMG
27
CWA Asset Management Group
Florida
$27M +$2.64M +52,087 +11%
GWM
28
Global Wealth Management
New Jersey
$26.7M +$380K +7,491 +1%
AC
29
AlphaCore Capital
California
$25.4M +$14.1M +278,288 +126%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$24.7M +$3.42M +67,330 +16%
HighTower Advisors
31
HighTower Advisors
Illinois
$23.3M +$1.27M +25,090 +6%
MA
32
MJP Associates
Connecticut
$23.3M +$4.31M +84,902 +23%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$23.2M +$2.75M +54,229 +14%
AO
34
Advisor OS
Illinois
$23.2M +$4.18M +82,267 +22%
FT
35
Fiduciary Trust
Massachusetts
$22.3M -$2.21M -43,541 -9%
NA
36
NewEdge Advisors
Louisiana
$21.8M +$8.37M +164,868 +63%
IWC
37
Integrated Wealth Concepts
Massachusetts
$21.7M -$533K -10,505 -2%
AWE
38
Avidian Wealth Enterprises
Texas
$21.7M -$8.13M -160,269 -27%
KeyBank National Association
39
KeyBank National Association
Ohio
$20.9M +$14.6M +288,213 +235%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$20.6M -$1.3M -25,592 -6%
GSIS
41
Global Strategic Investment Solutions
Arizona
$20.2M -$391K -7,702 -2%
CCWA
42
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.1M +$1.23M +24,176 +7%
FLPIM
43
F.L. Putnam Investment Management
Massachusetts
$20.1M +$7.97M +156,975 +66%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$19M -$13.6M -268,900 -42%
TC
45
Trust Company
Kansas
$18.1M -$2.09M -41,091 -10%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$16.9M +$2M +39,473 +14%
Lido Advisors
47
Lido Advisors
California
$16.8M +$2.04M +40,205 +14%
MWM
48
MY Wealth Management
Maryland
$15.2M +$13.3M +261,462 +689%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$13.7M +$7.99M +157,475 +142%
AWM
50
Axxcess Wealth Management
California
$13.4M +$5.26M +103,702 +65%