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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCG
151
Sonata Capital Group
Washington
$448K
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$436K
PP
153
Professional Planning
California
$422K +$170K +3,337 +67%
PFGIA
154
Patriot Financial Group Insurance Agency
Massachusetts
$417K +$79.3K +1,554 +24%
SI
155
Stephens Inc
Arkansas
$411K -$80.5K -1,577 -16%
AC
156
Avestar Capital
New York
$408K
CA
157
Continuum Advisory
Idaho
$405K +$459 +9 +0.1%
NC
158
NovaPoint Capital
Georgia
$398K +$398K +7,799 New
MA
159
Mutual Advisors
Nebraska
$391K -$558K -10,937 -59%
LB
160
Leo Brokerage
Texas
$377K +$377K +7,380 New
MFG
161
Merit Financial Group
Georgia
$362K +$362K +7,090 New
ACP
162
Arcus Capital Partners
Georgia
$356K -$1.58M -30,993 -82%
B
163
Bailard
California
$340K +$340K +6,660 New
PIA
164
Perennial Investment Advisors
California
$334K -$213K -4,172 -39%
William Blair & Company
165
William Blair & Company
Illinois
$325K +$325K +6,365 New
SBL
166
Sargent Bickham Lagudis
Colorado
$321K -$17K -333 -5%
TP
167
Tranquility Partners
Tennessee
$318K -$826K -16,174 -72%
LSPW
168
Lake Street Private Wealth
Illinois
$317K -$2.71K -53 -0.8%
OC
169
Oppenheimer & Co
New York
$306K
TI
170
Tidal Investments
Wisconsin
$306K
HG
171
Harbor Group
New Hampshire
$302K
FT
172
Fiduciary Trust
Massachusetts
$300K +$300K +5,875 New
Morgan Stanley
173
Morgan Stanley
New York
$293K -$39.2K -767 -12%
ICM
174
IMS Capital Management
Oregon
$281K
EFS
175
Essex Financial Services
Connecticut
$270K +$270K +5,285 New