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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
501
Herold Advisors
New York
$247K
HG
502
Harbor Group
New Hampshire
$243K +$1.58K +31 +0.7%
SWA
503
Stratos Wealth Advisors
Ohio
$242K +$5.96K +117 +3%
ZF
504
Zhang Financial
Michigan
$240K +$240K +4,715 New
CRC
505
Curi RMB Capital
Illinois
$240K
AIA
506
Arbor Investment Advisors
North Carolina
$240K
TAM
507
Titleist Asset Management
Texas
$236K -$2.75K -54 -1%
CWA
508
Centerline Wealth Advisors
Kentucky
$229K -$94K -1,846 -29%
FIM
509
Freedom Investment Management
Connecticut
$227K +$407 +8 +0.2%
CFO
510
CVA Family Office
Colorado
$226K +$80.3K +1,577 +55%
RWA
511
Roberts Wealth Advisors
California
$225K +$225K +4,411 New
SWM
512
SpringVest Wealth Management
Texas
$224K +$224K +4,400 New
SWP
513
Semus Wealth Partners
Florida
$222K +$1.43K +28 +0.6%
NW
514
NewEdge Wealth
Pennsylvania
$222K -$43K -844 -16%
SF
515
Symphony Financial
Texas
$221K +$220K +4,324 New
WA
516
Westfuller Advisors
New York
$215K +$214K +4,207 New
AFG
517
Allegheny Financial Group
Pennsylvania
$214K +$214K +4,194 New
SAM
518
Smartleaf Asset Management
Massachusetts
$214K
IAN
519
Integrated Advisors Network
Texas
$212K +$211K +4,149 New
AC
520
Asio Capital
Kentucky
$209K +$209K +4,100 New
SWA
521
Sax Wealth Advisors
New Jersey
$209K +$208K +4,094 New
AWM
522
AE Wealth Management
Kansas
$205K -$32.4K -636 -14%
SC
523
Saiph Capital
New Jersey
$204K -$25.5K -500 -11%
WPA
524
West Paces Advisors
Georgia
$201K +$15K +295 +8%
CPIG
525
Chicago Partners Investment Group
Illinois
$201K -$28K -550 -12%