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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
251
Cahaba Wealth Management
Georgia
$6.44M +$6.43M +128,315 New
BAM
252
Belpointe Asset Management
Nevada
$6.43M -$683K -13,624 -10%
EH
253
Equitable Holdings
New York
$6.4M +$4.93M +98,434 +338%
LWM
254
Lionsbridge Wealth Management
Florida
$6.33M +$193K +3,848 +3%
BIP
255
Blueprint Investment Partners
North Carolina
$6.3M -$5.65M -112,728 -47%
AMM
256
American Money Management
California
$6.25M +$438K +8,741 +8%
EWA
257
EP Wealth Advisors
California
$6.22M -$1.94M -38,735 -24%
SWM
258
Silverlake Wealth Management
Vermont
$6.21M +$2.56M +51,006 +70%
RFWA
259
RPg Family Wealth Advisory
Massachusetts
$6.2M +$29K +579 +0.5%
NP
260
NorthRock Partners
Minnesota
$6.15M -$1.43M -28,566 -19%
LWMG
261
Levy Wealth Management Group
Pennsylvania
$6.11M +$121K +2,408 +2%
RWA
262
Rainsberger Wealth Advisors
Colorado
$6.07M +$423K +8,440 +7%
TWM
263
TriaGen Wealth Management
California
$6.02M +$2.51M +50,088 +72%
WCM
264
Windsor Capital Management
Arizona
$5.98M +$149K +2,963 +3%
HFS
265
Howard Financial Services
Texas
$5.96M +$3.27M +65,191 +122%
CF
266
Concorde Financial
Texas
$5.92M +$9.68K +193 +0.2%
GWM
267
Geneos Wealth Management
Colorado
$5.9M -$3.89M -77,655 -40%
BAAM
268
Baker Avenue Asset Management
California
$5.86M -$70.6K -1,408 -1%
OC
269
Oppenheimer & Co
New York
$5.78M +$1.31M +26,220 +29%
ACA
270
Aspire Capital Advisors
Washington
$5.72M -$450K -8,986 -7%
UWM
271
USAdvisors Wealth Management
Minnesota
$5.72M +$425K +8,486 +8%
JFA
272
JNBA Financial Advisors
Minnesota
$5.66M -$470K -9,370 -8%
AC
273
Avestar Capital
New York
$5.66M -$124K -2,465 -2%
AIP
274
Almanack Investment Partners
Pennsylvania
$5.64M -$7.05M -140,678 -56%
BCWM
275
Bartlett & Co Wealth Management
Ohio
$5.61M +$13K +259 +0.2%
9 10
11
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