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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
551
Legacy Wealth Management (Idaho)
Idaho
$12.4K -$6.63K -130 -35%
SWIM
552
Smallwood Wealth Investment Management
New Jersey
$11.6K +$11.6K +227 New
BNP Paribas Financial Markets
553
BNP Paribas Financial Markets
France
$1.99K -$2.55K -50 -56%
Bank of Montreal
554
Bank of Montreal
Ontario, Canada
$1.32K – – –
OSAM
555
O'Shaughnessy Asset Management
Connecticut
$459 -$4.95K -97 -92%
TPWA
556
Twin Peaks Wealth Advisors
California
$51 +$51 +1 New
SCM
557
SOL Capital Management
Maryland
– -$6.11M -119,865 Closed
WAAG
558
Wealth Alliance Advisory Group
Kansas
– -$4.77M -93,628 Closed
EWP
559
Evergreen Wealth Partners
Montana
– -$2.88M -56,579 Closed
Goldman Sachs
560
Goldman Sachs
New York
– -$2.25M -44,118 Closed
TRCT
561
Tower Research Capital (TRC)
New York
– -$1.74M -34,138 Closed
CCMG
562
Clark Capital Management Group
Pennsylvania
– -$1.41M -27,773 Closed
PAS
563
Park Avenue Securities
New York
– -$1.2M -23,467 Closed
CPA
564
Clear Point Advisors
New York
– -$1.1M -21,562 Closed
CFO
565
Cambient Family Office
Michigan
– -$1M -19,659 Closed
FTUS
566
Flow Traders U.S.
New York
– -$1M -19,654 Closed
OC
567
Opal Capital
Florida
– -$970K -19,002 Closed
KIM
568
Kestra Investment Management
Texas
– -$924K -18,139 Closed
IAN
569
Integrated Advisors Network
Texas
– -$824K -16,185 Closed
TL
570
Tradewinds LLC
North Carolina
– -$641K -12,580 Closed
SHA
571
Seneca House Advisors
Virginia
– -$471K -9,250 Closed
IA
572
IFG Advisory
Georgia
– -$428K -8,402 Closed
AI
573
Atria Investments
North Carolina
– -$409K -8,032 Closed
SIG
574
Spinnaker Investment Group
California
– -$392K -7,700 Closed
PCS
575
Private Client Services
Kentucky
– -$345K -6,770 Closed