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JPMorgan Ultra-Short Municipal Income ETF
JMST

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
151
Ancora Advisors
Ohio
$2.3M +$948K +18,646 +70%
KSWA
152
Kathleen S. Wright Associates
Pennsylvania
$2.26M +$152 +3 +0%
AWE
153
Avidian Wealth Enterprises
Texas
$2.22M -$985K -19,369 -31%
IA
154
IFP Advisors
Florida
$2.2M -$105K -2,070 -5%
EFL
155
ERn Financial LLC
Wisconsin
$2.17M +$427K +8,405 +25%
PTC
156
Private Trust Company
Ohio
$2.16M -$199K -3,906 -8%
GGS
157
Galvin Gaustad & Stein
Arizona
$2.14M -$181K -3,569 -8%
FIM
158
Freedom Investment Management
Connecticut
$2.09M +$328K +6,453 +19%
AAS
159
Avantax Advisory Services
Texas
$2.02M -$6.04M -118,800 -75%
MAC
160
Mason & Associates (California)
California
$2M +$1.4M +27,471 +233%
FFA
161
First Foundation Advisors
California
$1.99M -$146K -2,866 -7%
BA
162
Bristlecone Advisors
Washington
$1.98M -$49.1K -965 -2%
ZIC
163
ZWJ Investment Counsel
Georgia
$1.97M -$161K -3,177 -8%
FCA
164
FinTrust Capital Advisors
South Carolina
$1.96M +$882K +17,353 +82%
LWP
165
Laurel Wealth Planning
Minnesota
$1.92M -$18.4K -361 -0.9%
CWAF
166
Core Wealth Advisors (Florida)
Florida
$1.92M -$820K -16,133 -30%
PSIWM
167
Paradigm Strategies in Wealth Management
Minnesota
$1.88M -$1.49M -29,344 -44%
SWP
168
Stratos Wealth Partners
Ohio
$1.86M +$94.7K +1,862 +5%
CCMG
169
Clark Capital Management Group
Pennsylvania
$1.85M +$1.85M +36,406 New
IIC
170
Ironwood Investment Counsel
Arizona
$1.81M -$114K -2,246 -6%
ACG
171
Allen Capital Group
Nebraska
$1.78M +$902K +17,746 +103%
CFGF
172
Compass Financial Group (Florida)
Florida
$1.78M – – –
KA
173
Klingman & Associates
New York
$1.77M -$173K -3,394 -9%
AI
174
Atria Investments
North Carolina
$1.75M +$77.3K +1,520 +5%
KL
175
KWMG LLC
Kansas
$1.68M +$58.9K +1,159 +4%
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