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JPMorgan Ultra-Short Municipal Income ETF
JMST

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
501
Keudell/Morrison Wealth Management
Oregon
$252K +$37.2K +730 +17%
HA
502
Herold Advisors
New York
$247K – – –
HG
503
Harbor Group
New Hampshire
$243K +$1.58K +31 +0.7%
SWA
504
Stratos Wealth Advisors
Ohio
$242K +$5.96K +117 +3%
ZF
505
Zhang Financial
Michigan
$240K +$240K +4,715 New
CRC
506
Curi RMB Capital
Illinois
$240K – – –
AIA
507
Arbor Investment Advisors
North Carolina
$240K – – –
TAM
508
Titleist Asset Management
Texas
$236K -$2.75K -54 -1%
CWA
509
Centerline Wealth Advisors
Kentucky
$229K -$94K -1,846 -29%
FIM
510
Freedom Investment Management
Connecticut
$227K +$407 +8 +0.2%
CFO
511
CVA Family Office
Colorado
$226K +$80.3K +1,577 +55%
RWA
512
Roberts Wealth Advisors
California
$225K +$225K +4,411 New
SWM
513
SpringVest Wealth Management
Texas
$224K +$224K +4,400 New
SWP
514
Semus Wealth Partners
Florida
$222K +$1.43K +28 +0.6%
NW
515
NewEdge Wealth
Pennsylvania
$222K -$43K -844 -16%
SF
516
Symphony Financial
Texas
$221K +$220K +4,324 New
WA
517
Westfuller Advisors
New York
$215K +$214K +4,207 New
AFG
518
Allegheny Financial Group
Pennsylvania
$214K +$214K +4,194 New
SAM
519
Smartleaf Asset Management
Massachusetts
$214K – – –
IAN
520
Integrated Advisors Network
Texas
$212K +$211K +4,149 New
AC
521
Asio Capital
Kentucky
$209K +$209K +4,100 New
SWA
522
Sax Wealth Advisors
New Jersey
$209K +$208K +4,094 New
AWM
523
AE Wealth Management
Kansas
$205K -$32.4K -636 -14%
SC
524
Saiph Capital
New Jersey
$204K -$25.5K -500 -11%
WPA
525
West Paces Advisors
Georgia
$201K +$15K +295 +8%
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