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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$1.16M +$192K +3,808 +20%
BPA
177
Beacon Pointe Advisors
California
$1.15M +$1.15M +22,834 New
CWM
178
Centurion Wealth Management
Virginia
$1.15M -$110K -2,174 -9%
GWSG
179
GPS Wealth Strategies Group
Colorado
$1.14M +$145K +2,870 +15%
EFS
180
Essex Financial Services
Connecticut
$1.14M -$247K -4,884 -18%
SW
181
StrongBox Wealth
Missouri
$1.13M -$101K -2,000 -8%
CG
182
Cynosure Group
Utah
$1.1M +$1.1M +21,780 New
JFA
183
JNBA Financial Advisors
Minnesota
$1.1M -$135K -2,673 -11%
IPW
184
Intergy Private Wealth
Colorado
$1.09M +$17.3K +343 +2%
SEA
185
Stegent Equity Advisors
Texas
$1.07M -$24K -474 -2%
TAM
186
Titleist Asset Management
Texas
$1.05M -$223K -4,419 -17%
LWP
187
Laurel Wealth Planning
Minnesota
$1.05M +$58.3K +1,154 +6%
JBA
188
Johnson Bixby & Associates
Washington
$1.04M -$351K -6,946 -25%
BFO
189
Boston Family Office
Massachusetts
$1.03M -$353K -6,990 -25%
GCA
190
Gradient Capital Advisors
California
$1.03M -$65.6K -1,298 -6%
EWS
191
Evergreen Wealth Solutions
Pennsylvania
$1.02M +$9.86K +195 +1%
AC
192
Abbrea Capital
California
$1.02M -$50.5K -1,000 -5%
PTC
193
Private Trust Company
Ohio
$959K +$216K +4,270 +29%
MPWT
194
MassMutual Private Wealth & Trust
Connecticut
$955K +$392K +7,749 +69%
IWC
195
Integrated Wealth Concepts
Massachusetts
$950K -$552K -10,921 -37%
AOWM
196
Alpha Omega Wealth Management
Virginia
$950K -$283K -5,599 -23%
APW
197
Acima Private Wealth
Virginia
$949K
FMP
198
Financial Management Professionals
Texas
$947K +$54.3K +1,075 +6%
RWA
199
Roberts Wealth Advisors
California
$935K -$515K -10,188 -35%
FWP
200
FAS Wealth Partners
Kansas
$934K -$101K -1,989 -10%