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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
226
Perennial Advisors
New York
$7.72M +$1.07M +21,286 +16%
PWM
227
Prentice Wealth Management
New York
$7.65M -$1.34M -26,649 -15%
HFRG
228
Houlihan Financial Resource Group
Virginia
$7.65M +$7.64M +152,412 New
AR
229
Apeiron RIA
Texas
$7.52M -$362K -7,214 -5%
KPWS
230
Kestra Private Wealth Services
Texas
$7.47M +$293K +5,846 +4%
MF
231
Meridian Financial
Massachusetts
$7.44M -$407K -8,124 -5%
CA
232
CoreCap Advisors
Michigan
$7.42M -$5.24M -104,458 -41%
JWCA
233
J.W. Coons Advisors
Ohio
$7.34M +$1.65M +32,980 +29%
PCG
234
Prosperity Consulting Group
Maryland
$7.24M +$769K +15,332 +12%
VNA
235
Valley National Advisers
Pennsylvania
$7.22M +$770K +15,363 +12%
ZIMP
236
Zimmermann Investment Management & Planning
Pennsylvania
$7.14M +$4.57M +91,141 +178%
CPW
237
Crestmont Private Wealth
Texas
$7.1M -$513K -10,241 -7%
CCG
238
Chatham Capital Group
Georgia
$7.08M -$402K -8,015 -5%
SF
239
Symphony Financial
Texas
$6.99M -$855K -17,066 -11%
ACM
240
Alpha Capital Management
Texas
$6.95M -$501K -10,000 -7%
PSIWM
241
Paradigm Strategies in Wealth Management
Minnesota
$6.91M -$77K -1,536 -1%
YIA
242
YHB Investment Advisors
Connecticut
$6.89M -$3.14M -62,596 -31%
SSB
243
Sandy Spring Bank
Maryland
$6.79M -$1.41M -28,225 -17%
SSWM
244
Smith Salley Wealth Management
North Carolina
$6.79M -$3.55M -70,725 -34%
FWM
245
Fortress Wealth Management
California
$6.7M +$48.3K +964 +0.7%
NW
246
Naviter Wealth
Arkansas
$6.66M +$3.69M +73,675 +125%
CA
247
Cetera Advisors
Colorado
$6.65M -$9.28M -185,084 -58%
CSWG
248
Cardinal Strategic Wealth Guidance
Kentucky
$6.56M -$2.44M -48,664 -27%
FAM
249
Formidable Asset Management
Ohio
$6.54M +$32.9K +656 +0.5%
VCM
250
Virtue Capital Management
Tennessee
$6.51M +$2.56M +51,073 +65%
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