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JPMorgan Municipal ETF
JMUB

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
301
Kingsview Wealth Management
Oregon
$812K -$282K -5,554 -25%
SP
302
Sequent Planning
Nebraska
$809K +$417K +8,228 +103%
EWS
303
Evergreen Wealth Solutions
Pennsylvania
$800K +$136K +2,683 +20%
AIA
304
Arbor Investment Advisors
North Carolina
$786K – – –
CHWM
305
Cauble & Harre Wealth Management
Missouri
$774K -$426K -8,400 -35%
FSG
306
Financial Strategies Group
Michigan
$741K -$1.27K -25 -0.2%
ACA
307
Aptus Capital Advisors
Alabama
$735K -$235K -4,639 -24%
EFG
308
Everest Financial Group
Minnesota
$734K +$6.59K +130 +0.9%
DOA
309
D'Orazio & Associates
Virginia
$730K +$14.4K +285 +2%
PCG
310
Prosperity Consulting Group
Maryland
$729K – – –
CFS
311
Commonwealth Financial Services
West Virginia
$723K +$19.6K +387 +3%
CWM
312
Contango Wealth Management
California
$701K -$1.52K -30 -0.2%
WWM
313
Western Wealth Management
Colorado
$696K +$126K +2,480 +22%
PWA
314
Peterson Wealth Advisors
Utah
$692K -$456 -9 -0.1%
LWM
315
Lakeridge Wealth Management
Ohio
$690K +$110K +2,177 +19%
BCWM
316
Bartlett & Co Wealth Management
Ohio
$685K -$33.3K -657 -5%
PFA
317
Pure Financial Advisors
California
$670K – – –
LAM
318
Lifestyle Asset Management
Texas
$653K +$62.3K +1,229 +10%
BWMG
319
Barnes Wealth Management Group
California
$648K +$4.87K +96 +0.7%
OC
320
Oppenheimer & Co
New York
$645K +$64.3K +1,269 +11%
FIC
321
Family Investment Center
Missouri
$645K +$60.8K +1,200 +10%
CBT
322
Crews Bank & Trust
Florida
$638K -$3.4K -67 -0.5%
PA
323
Parallel Advisors
California
$631K +$400K +7,897 +167%
BPW
324
BlueDoor Private Wealth
Massachusetts
$630K -$55.8K -1,100 -8%
CWA
325
Centerline Wealth Advisors
Kentucky
$626K -$136K -2,686 -18%
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13
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