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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
251
Capital Management
Virginia
$507K +$507K +10,087 New
CBFP
252
Cedar Brook Financial Partners
Ohio
$506K +$243K +4,833 +93%
HFS
253
HL Financial Services
Kentucky
$483K -$28.4K -566 -6%
HCA
254
Harbour Capital Advisors
Virginia
$475K -$528K -10,500 -53%
CFA
255
Carroll Financial Associates
North Carolina
$450K -$113K -2,256 -20%
HH
256
Hilltop Holdings
Texas
$443K +$443K +8,809 New
FPCP
257
Fort Point Capital Partners
California
$434K +$46K +916 +12%
SCM
258
Stellar Capital Management
Arizona
$414K +$413K +8,225 New
SSWM
259
Sheets Smith Wealth Management
North Carolina
$400K +$32.7K +650 +9%
CWG
260
Cornerstone Wealth Group
North Carolina
$397K +$397K +7,900 New
SDWIA
261
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$392K – – –
WAM
262
Wealthspire Advisors (Maryland)
Maryland
$378K – – –
WC
263
Weil Company
California
$377K – – –
IA
264
IFP Advisors
Florida
$369K -$2.89M -57,501 -89%
RA
265
RFG Advisory
Alabama
$346K +$343K +6,823 New
MRCM
266
M&R Capital Management
New Jersey
$343K +$343K +6,820 New
FM
267
Foster & Motley
Ohio
$329K +$104K +2,061 +46%
DWT
268
Dorsey & Whitney Trust
South Dakota
$326K – – –
JFGLC
269
Johnson Financial Group LLC (Colorado)
Colorado
$326K – – –
AWM
270
AllSquare Wealth Management
New York
$326K +$133K +2,640 +69%
PIMG
271
Patriot Investment Management Group
Tennessee
$317K +$317K +6,303 New
BFIM
272
Beese Fulmer Investment Management
Ohio
$302K +$302K +6,000 New
SFA
273
Semmax Financial Advisors
North Carolina
$296K +$296K +5,890 New
IFAM
274
Institutional & Family Asset Management
Colorado
$290K +$9.8K +195 +3%
AEPG
275
American Economic Planning Group
New Jersey
$289K +$288K +5,738 New
9 10
11
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