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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NPAN
226
Northeast Planning Associates NH
New Hampshire
$11.1M +$22.2K +438 +0.2%
EWA
227
Encompass Wealth Advisors
Oregon
$11M +$197K +3,890 +2%
WMWM
228
Whitaker-Myers Wealth Managers
Ohio
$11M -$3.9M -76,973 -26%
HA
229
Helium Advisors
Washington
$10.8M -$5.73M -113,242 -35%
NCM
230
Noesis Capital Mangement
Florida
$10.7M +$1.04M +20,536 +11%
GFG
231
Goldstone Financial Group
Illinois
$10.7M +$136K +2,692 +1%
CWL
232
Causey Wealth LLC
Colorado
$10.7M +$37.6K +742 +0.4%
ACA
233
Ascension Capital Advisors
Texas
$10.7M -$138K -2,726 -1%
CCA
234
Cobblestone Capital Advisors
New York
$10.7M -$313K -6,191 -3%
MF
235
Meridian Financial
Massachusetts
$10.5M +$123K +2,429 +1%
JCM
236
Jacobi Capital Management
Pennsylvania
$10.5M +$9.98M +197,172 +2,216%
HSG
237
Helen Stephens Group
Texas
$10.4M +$466K +9,199 +5%
FBFS
238
First Business Financial Services
Wisconsin
$10.3M +$290K +5,730 +3%
KPWS
239
Kestra Private Wealth Services
Texas
$10.2M +$254K +5,027 +3%
HAS
240
HBW Advisory Services
California
$10.1M +$2.04M +40,338 +25%
WAOTB
241
Wealth Advisors of Tampa Bay
Florida
$10.1M +$1.7M +33,583 +20%
RCA
242
Resonant Capital Advisors
Wisconsin
$10.1M +$480K +9,477 +5%
CA
243
Cornerstone Advisory
Maryland
$10M +$946K +18,687 +10%
PJWM
244
Philip James Wealth Mangement
Georgia
$9.98M -$1.4M -27,724 -12%
TL
245
Tradewinds LLC
North Carolina
$9.96M +$9.94M +196,339 New
LWA
246
Lowe Wealth Advisors
Maryland
$9.96M -$236K -4,665 -2%
IWN
247
Independent Wealth Network
Iowa
$9.96M +$1.58M +31,273 +19%
KCM
248
Kendall Capital Management
Maryland
$9.9M +$61.2K +1,208 +0.6%
CL
249
Choreo LLC
Illinois
$9.77M -$445K -8,796 -4%
AC
250
AlphaCore Capital
California
$9.71M -$275K -5,433 -3%