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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
51
Red Door Wealth Management
Tennessee
$15.8M +$6.87M +134,982 +77%
Stifel Financial
52
Stifel Financial
Missouri
$14.9M +$2.23M +43,804 +18%
PWP
53
Principle Wealth Partners
Connecticut
$14.9M +$3.45M +67,774 +30%
PCIA
54
Prime Capital Investment Advisors
Kansas
$14.8M +$176K +3,454 +1%
CTA
55
Chesley Taft & Associates
Illinois
$14.6M +$2.83M +55,525 +24%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$14.5M +$1.56M +30,660 +12%
OHIS
57
Oak Harvest Investment Services
Texas
$14.4M +$602K +11,817 +4%
NA
58
NewEdge Advisors
Louisiana
$14.2M +$348K +6,827 +3%
BIG
59
Boothe Investment Group
Delaware
$14M -$156K -3,057 -1%
Lido Advisors
60
Lido Advisors
California
$13.7M -$543K -10,663 -4%
GVAG
61
Great Valley Advisor Group
Delaware
$13.7M +$1.03M +20,256 +8%
MHR
62
Matthew Hamilton Rosenberg
$13.4M -$348K -6,833 -3%
PWA
63
Phoenix Wealth Advisors
North Carolina
$13.3M +$2.86M +56,128 +27%
FFA
64
Farther Finance Advisors
California
$13.3M +$2.93M +57,451 +28%
SFA
65
Sequoia Financial Advisors
Ohio
$13.2M -$725K -14,247 -5%
MWC
66
MBM Wealth Consultants
Missouri
$12.5M +$465K +9,124 +4%
AA
67
Auxano Advisors
Washington
$12.1M -$835K -16,393 -6%
EC
68
Elequin Capital
New York
$12.1M +$7.86M +154,398 +189%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$11.8M -$10.2M -200,962 -46%
FT
70
Fiduciary Trust
Massachusetts
$11.8M -$4.32M -84,782 -27%
OWA
71
Opal Wealth Advisors
New York
$11.5M +$349K +6,855 +3%
CFG
72
Citizens Financial Group
Rhode Island
$11.2M +$2.27M +44,624 +25%
AWE
73
Avidian Wealth Enterprises
Texas
$11.1M -$1.42M -27,863 -11%
DPI
74
Diversified Portfolios Inc
Michigan
$10.9M -$1.44M -28,304 -12%
DIA
75
Davidson Investment Advisors
Montana
$10.7M -$376K -7,383 -3%