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JPMorgan Ultra-Short Municipal Income ETF
JMST

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
176
Atria Investments
North Carolina
$1.87M +$132K +2,593 +8%
EWS
177
Evergreen Wealth Solutions
Pennsylvania
$1.87M +$978K +19,257 +109%
MCM
178
MAI Capital Management
Ohio
$1.85M +$1.86M +36,576 New
MAC
179
Mason & Associates (California)
California
$1.85M -$147K -2,886 -7%
CWM
180
CCG Wealth Management
California
$1.84M +$284K +5,598 +18%
PSIWM
181
Paradigm Strategies in Wealth Management
Minnesota
$1.81M -$61.2K -1,204 -3%
CWAF
182
Core Wealth Advisors (Florida)
Florida
$1.81M -$103K -2,019 -5%
FFA
183
First Foundation Advisors
California
$1.79M -$189K -3,725 -10%
AA
184
Ancora Advisors
Ohio
$1.74M -$552K -10,874 -24%
OCM
185
One Capital Management
California
$1.68M -$672K -13,233 -29%
PCM
186
Pennsylvania Capital Management
Pennsylvania
$1.67M +$1.01M +19,925 +153%
CFGF
187
Compass Financial Group (Florida)
Florida
$1.66M -$111K -2,195 -6%
KA
188
Kooman & Associates
Pennsylvania
$1.64M +$45K +885 +3%
CSPIA
189
Cary Street Partners Investment Advisory
Virginia
$1.64M +$364K +7,159 +28%
NF
190
NavPoint Financial
Minnesota
$1.63M +$580K +11,409 +55%
PHWM
191
Pine Harbor Wealth Management
Maryland
$1.63M – – –
KL
192
KWMG LLC
Kansas
$1.62M -$48.8K -960 -3%
PAG
193
Paladin Advisory Group
Iowa
$1.62M -$16.8K -331 -1%
FGWP
194
Founders Grove Wealth Partners
Virginia
$1.62M +$1.62M +31,893 New
FWM
195
Forza Wealth Management
Florida
$1.59M +$833K +16,400 +110%
CPA
196
Clear Point Advisors
New York
$1.59M -$20.5K -404 -1%
FB
197
Fulton Bank
Pennsylvania
$1.57M +$540K +10,634 +52%
RPSA
198
Richard P. Slaughter Associates
Texas
$1.56M +$622K +12,239 +66%
PJWM
199
Philip James Wealth Mangement
Georgia
$1.53M +$156K +3,064 +11%
PIA
200
Perennial Investment Advisors
California
$1.5M +$143K +2,825 +11%
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