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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
401
Segment Wealth Management
Texas
$697K +$102K +2,000 +17%
HFS
402
Howard Financial Services
Texas
$696K +$696K +13,695 New
WS
403
Wedbush Securities
California
$695K -$193K -3,808 -22%
NEPWA
404
New England Private Wealth Advisors
Massachusetts
$671K +$1.83K +36 +0.3%
TI
405
Tidal Investments
Wisconsin
$664K +$457 +9 +0.1%
HR
406
Hardy Reed
Mississippi
$652K – – –
TA
407
TFG Advisers
Michigan
$644K +$644K +12,682 New
SMG
408
Smart Money Group
Texas
$642K +$642K +12,640 New
BCI
409
Brinker Capital Investments
Pennsylvania
$614K +$136K +2,668 +28%
DE
410
Day & Ennis
Georgia
$606K +$607K +11,938 New
PBF
411
Petix & Botte Financial
California
$595K +$813 +16 +0.1%
CAG
412
Csenge Advisory Group
Florida
$590K -$404K -7,948 -41%
WP
413
WealthPLAN Partners
Nebraska
$581K -$35.8K -705 -6%
RFA
414
Reilly Financial Advisors
California
$569K +$112K +2,200 +24%
FHA
415
First Horizon Advisors
Tennessee
$565K -$29K -570 -5%
CHJWM
416
Carlton Hofferkamp & Jenks Wealth Management
Texas
$563K +$564K +11,100 New
SAM
417
Secure Asset Management
Michigan
$558K -$201K -3,959 -26%
T2I
418
Turim 21 Investimentos
Brazil
$553K – – –
SWA
419
Stratos Wealth Advisors
Ohio
$544K +$137K +2,693 +34%
SSWM
420
Smith Salley Wealth Management
North Carolina
$541K +$541K +10,654 New
CG
421
CFO4Life Group
Texas
$540K +$130K +2,551 +32%
GM
422
GeoWealth Management
Illinois
$537K -$5.65M -111,109 -91%
NB
423
Northwest Bancshares
Pennsylvania
$534K -$100K -1,972 -16%
PFA
424
Plotkin Financial Advisors
Maryland
$531K +$531K +10,455 New
CAN
425
Claraphi Advisory Network
United States
$526K -$65.7K -1,293 -11%
15 16
17
18 19