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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
251
Cedar Brook Financial Partners
Ohio
$506K +$243K +4,833 +93%
HFS
252
HL Financial Services
Kentucky
$483K -$28.4K -566 -6%
HCA
253
Harbour Capital Advisors
Virginia
$475K -$528K -10,500 -53%
CFA
254
Carroll Financial Associates
North Carolina
$450K -$113K -2,256 -20%
HH
255
Hilltop Holdings
Texas
$443K +$443K +8,809 New
FPCP
256
Fort Point Capital Partners
California
$434K +$46K +916 +12%
SCM
257
Stellar Capital Management
Arizona
$414K +$413K +8,225 New
SSWM
258
Sheets Smith Wealth Management
North Carolina
$400K +$32.7K +650 +9%
CWG
259
Cornerstone Wealth Group
North Carolina
$397K +$397K +7,900 New
SDWIA
260
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$392K – – –
WAM
261
Wealthspire Advisors (Maryland)
Maryland
$378K – – –
WC
262
Weil Company
California
$377K – – –
IA
263
IFP Advisors
Florida
$369K -$2.89M -57,501 -89%
RA
264
RFG Advisory
Alabama
$346K +$343K +6,823 New
MRCM
265
M&R Capital Management
New Jersey
$343K +$343K +6,820 New
FM
266
Foster & Motley
Ohio
$329K +$104K +2,061 +46%
DWT
267
Dorsey & Whitney Trust
South Dakota
$326K – – –
JFGLC
268
Johnson Financial Group LLC (Colorado)
Colorado
$326K – – –
AWM
269
AllSquare Wealth Management
New York
$326K +$133K +2,640 +69%
PIMG
270
Patriot Investment Management Group
Tennessee
$317K +$317K +6,303 New
BFIM
271
Beese Fulmer Investment Management
Ohio
$302K +$302K +6,000 New
SFA
272
Semmax Financial Advisors
North Carolina
$296K +$296K +5,890 New
IFAM
273
Institutional & Family Asset Management
Colorado
$290K +$9.8K +195 +3%
AEPG
274
American Economic Planning Group
New Jersey
$289K +$288K +5,738 New
BRA
275
Biechele Royce Advisors
Indiana
$283K -$50.3K -1,000 -15%
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11
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