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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
176
Acima Private Wealth
Virginia
$1.01M -$417K -8,256 -29%
SSWM
177
Sheets Smith Wealth Management
North Carolina
$1.01M +$805K +15,931 +400%
ACG
178
Allen Capital Group
Nebraska
$999K
VA
179
Valmark Advisers
Ohio
$983K -$1.81M -35,753 -65%
RHP
180
Royal Harbor Partners
Texas
$950K +$948K +18,759 New
FMP
181
Financial Management Professionals
Texas
$946K -$289K -5,715 -23%
NC
182
NewSquare Capital
Pennsylvania
$883K +$881K +17,430 New
SFG
183
Sage Financial Group
Pennsylvania
$878K +$210K +4,157 +32%
VIM
184
Vista Investment Management
Pennsylvania
$878K +$394K +7,799 +82%
SA
185
SAM Advisors
California
$839K -$101K -2,003 -11%
Wells Fargo
186
Wells Fargo
California
$834K +$53.9K +1,067 +7%
SCG
187
Sonata Capital Group
Washington
$829K -$107K -2,113 -11%
Principal Financial Group
188
Principal Financial Group
Iowa
$816K -$13.7M -271,454 -94%
SWP
189
Summit Wealth Partners
Florida
$814K +$337K +6,662 +71%
CWAF
190
Core Wealth Advisors (Florida)
Florida
$802K +$800K +15,832 New
LWP
191
Laurel Wealth Planning
Minnesota
$792K +$371K +7,335 +88%
FCFC
192
First Citizens Financial Corp
Iowa
$788K -$175K -3,456 -18%
DT
193
Daniels + Tansey
Delaware
$762K
NA
194
Nottingham Advisors
New York
$752K -$50.5K -1,000 -6%
SBL
195
Sargent Bickham Lagudis
Colorado
$739K +$24.1K +476 +3%
OPS
196
Orion Portfolio Solutions
Nebraska
$738K -$720K -14,253 -49%
PSIWM
197
Paradigm Strategies in Wealth Management
Minnesota
$733K -$139K -2,755 -16%
Lido Advisors
198
Lido Advisors
California
$731K
PCWA
199
Pacific Capital Wealth Advisors
California
$703K -$15K -296 -2%
RWA
200
Ropes Wealth Advisors
Massachusetts
$684K -$13.9K -276 -2%