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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
GPWA
401
Great Point Wealth Advisors
Massachusetts
$727K – – –
APP
402
Avantax Planning Partners
Iowa
$723K -$268K -5,275 -27%
SWM
403
Segment Wealth Management
Texas
$697K +$102K +2,000 +17%
HFS
404
Howard Financial Services
Texas
$696K +$696K +13,695 New
WS
405
Wedbush Securities
California
$695K -$193K -3,808 -22%
NEPWA
406
New England Private Wealth Advisors
Massachusetts
$671K +$1.83K +36 +0.3%
TI
407
Tidal Investments
Wisconsin
$664K +$457 +9 +0.1%
HR
408
Hardy Reed
Mississippi
$652K – – –
TA
409
TFG Advisers
Michigan
$644K +$644K +12,682 New
SMG
410
Smart Money Group
Texas
$642K +$642K +12,640 New
BCI
411
Brinker Capital Investments
Pennsylvania
$614K +$136K +2,668 +28%
DE
412
Day & Ennis
Georgia
$606K +$607K +11,938 New
PBF
413
Petix & Botte Financial
California
$595K +$813 +16 +0.1%
CAG
414
Csenge Advisory Group
Florida
$590K -$404K -7,948 -41%
WP
415
WealthPLAN Partners
Nebraska
$581K -$35.8K -705 -6%
RFA
416
Reilly Financial Advisors
California
$569K +$112K +2,200 +24%
FHA
417
First Horizon Advisors
Tennessee
$565K -$29K -570 -5%
CHJWM
418
Carlton Hofferkamp & Jenks Wealth Management
Texas
$563K +$564K +11,100 New
SAM
419
Secure Asset Management
Michigan
$558K -$201K -3,959 -26%
T2I
420
Turim 21 Investimentos
Brazil
$553K – – –
SWA
421
Stratos Wealth Advisors
Ohio
$544K +$137K +2,693 +34%
SSWM
422
Smith Salley Wealth Management
North Carolina
$541K +$541K +10,654 New
CG
423
CFO4Life Group
Texas
$540K +$130K +2,551 +32%
GM
424
GeoWealth Management
Illinois
$537K -$5.65M -111,109 -91%
NB
425
Northwest Bancshares
Pennsylvania
$534K -$100K -1,972 -16%
15 16
17
18 19