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JPMorgan Ultra-Short Municipal Income ETF
JMST

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
101
Encompass Wealth Advisors
Oregon
$3.32M +$252 +5 +0%
RCM
102
Requisite Capital Management
Texas
$3.31M -$3.02M -59,973 -48%
NL
103
NWAM LLC
Washington
$3.3M -$591K -11,724 -15%
SCA
104
Snowden Capital Advisors
New York
$3.25M -$262K -5,200 -7%
NFP
105
Narus Financial Partners
Utah
$3.23M +$913K +18,111 +40%
VPP
106
Vertex Planning Partners
Illinois
$3.19M +$3.19M +63,180 New
BL
107
BFSG LLC
California
$3.16M -$2.06M -40,885 -40%
EWA
108
EP Wealth Advisors
California
$3.15M -$1.24M -24,670 -28%
PCG
109
Prosperity Consulting Group
Maryland
$3.15M -$733K -14,529 -19%
SFM
110
Signet Financial Management
New Jersey
$3.09M -$38.9K -771 -1%
CFO
111
Collective Family Office
Pennsylvania
$3.08M -$2.02M -40,132 -40%
PGFC
112
Peapack-Gladstone Financial Corp
New Jersey
$3.04M +$68.8K +1,365 +2%
AFG
113
Albion Financial Group
Utah
$3M +$179K +3,550 +6%
HWP
114
Highline Wealth Partners
California
$3M +$2.99M +59,276 New
IIC
115
Ironwood Investment Counsel
Arizona
$2.83M +$655K +12,994 +30%
FCIM
116
Fairview Capital Investment Management
California
$2.8M -$7.24M -143,575 -72%
WIP
117
WealthCare Investment Partners
Rhode Island
$2.79M +$1.12M +22,168 +67%
BWM
118
Baystate Wealth Management
Massachusetts
$2.75M -$103K -2,046 -4%
B
119
Bailard
California
$2.72M +$2.09M +41,456 +334%
SWM
120
Seed Wealth Management
Illinois
$2.69M +$2.69M +53,300 New
RWA
121
Roberts Wealth Advisors
California
$2.67M -$1.16M -22,974 -30%
JBA
122
Johnson Bixby & Associates
Washington
$2.65M +$510K +10,107 +24%
FTUS
123
Flow Traders U.S.
New York
$2.62M -$811K -16,073 -24%
HFM
124
Hartford Financial Management
Connecticut
$2.62M -$1.49M -29,515 -36%
LDFR
125
Lehman & Derafelo Financial Resources
Pennsylvania
$2.59M -$126K -2,500 -5%
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5
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