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JPMorgan Ultra-Short Municipal Income ETF
JMST

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
126
Colony Group
Massachusetts
$1.28M – – –
NA
127
Nottingham Advisors
New York
$1.28M +$718K +14,050 +128%
OIA
128
OneDigital Investment Advisors
Kansas
$1.27M -$152K -2,969 -11%
IA
129
IFG Advisory
Georgia
$1.26M -$245K -4,793 -16%
SMG
130
Spectrum Management Group
Indiana
$1.25M +$1.24M +24,372 New
PCMC
131
Private Capital Management (Colorado)
Colorado
$1.23M -$61.3K -1,200 -5%
MSFS
132
Main Street Financial Solutions
Pennsylvania
$1.2M +$55.2K +1,080 +5%
PSIWM
133
Paradigm Strategies in Wealth Management
Minnesota
$1.18M +$69.9K +1,369 +6%
SW
134
StrongBox Wealth
Missouri
$1.13M +$549K +10,745 +95%
SA
135
SAM Advisors
California
$1.12M +$1.13M +22,180 New
VA
136
Valmark Advisers
Ohio
$1.11M +$902K +17,660 +442%
HIC
137
Holderness Investments Company
North Carolina
$1.1M +$200K +3,907 +22%
CL
138
COWA LLC
Oklahoma
$1.1M -$141K -2,765 -11%
TJHA
139
Thomas J. Herzfeld Advisors
Florida
$1.09M +$1.09M +21,275 New
GSWM
140
Golden State Wealth Management
California
$1.07M -$635K -12,430 -37%
HVP
141
Hudson Value Partners
Florida
$1.07M – – –
AOWM
142
Alpha Omega Wealth Management
Virginia
$1.06M +$267K +5,221 +33%
MPW
143
Monterey Private Wealth
California
$1.05M +$194K +3,802 +23%
OMC
144
Old Mission Capital
Illinois
$1.05M -$1.18M -23,149 -53%
MAM
145
Meeder Asset Management
Ohio
$1.04M – – –
UCFA
146
United Capital Financial Advisors
Texas
$1.01M +$231K +4,518 +30%
SS
147
Simplicity Solutions
Minnesota
$994K +$994K +19,453 New
MA
148
Modus Advisors
Minnesota
$961K – – –
FMWA
149
Forvis Mazars Wealth Advisors
Missouri
$900K +$900K +17,623 New
PCIA
150
Prime Capital Investment Advisors
Kansas
$891K +$19.1K +373 +2%
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