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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
301
RDA Financial Network
Iowa
$775K +$1.96K +39 +0.3%
GKWIM
302
Gerber Kawasaki Wealth & Investment Management
California
$770K +$543K +10,792 +228%
RIA
303
Realta Investment Advisors
Delaware
$768K -$163K -3,232 -17%
APSP
304
Asset Planning Services (Pennsylvania)
Pennsylvania
$766K -$45.1K -897 -5%
NF
305
Nikulski Financial
Iowa
$762K -$470K -9,357 -38%
IWC
306
Integrated Wealth Concepts
Massachusetts
$762K +$98.2K +1,953 +15%
SSWM
307
Sheets Smith Wealth Management
North Carolina
$758K +$39.2K +780 +5%
CM
308
Capital Management
Virginia
$751K -$200K -3,977 -21%
MA
309
Modus Advisors
Minnesota
$748K +$757K +15,062 New
HWM
310
Howard Wealth Management
Connecticut
$745K +$754K +15,000 New
GRP
311
Global Retirement Partners
California
$741K -$497K -9,889 -40%
VWM
312
Venturi Wealth Management
Texas
$733K -$3.39M -67,499 -82%
KWM
313
Kingsview Wealth Management
Oregon
$732K +$177K +3,516 +31%
FTUS
314
Flow Traders U.S.
New York
$731K +$740K +14,712 New
SI
315
Stephens Inc
Arkansas
$725K – – –
BCA
316
Berman Capital Advisors
Georgia
$723K – – –
LAS
317
Lloyd Advisory Services
Georgia
$717K -$20.6K -409 -3%
GPWA
318
Great Point Wealth Advisors
Massachusetts
$712K -$925K -18,396 -56%
OC
319
Oppenheimer & Co
New York
$697K -$52.7K -1,048 -7%
FHA
320
First Horizon Advisors
Tennessee
$682K -$231K -4,596 -25%
CI
321
CX Institutional
Indiana
$674K +$665K +13,231 +3,903%
CFA
322
Carroll Financial Associates
North Carolina
$652K -$69.3K -1,378 -9%
BSAM
323
Blue Sky Asset Management
Colorado
$651K +$318K +6,330 +94%
BHWA
324
Beacon Harbor Wealth Advisors
Virginia
$651K +$659K +13,114 New
TI
325
Tidal Investments
Wisconsin
$646K +$252K +5,017 +63%
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13
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