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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
401
Crossmark Global Holdings
Texas
$1.05M -$1.61M -31,725 -61%
RPWA
402
Regent Peak Wealth Advisors
Georgia
$1.04M +$1.04M +20,523 New
MPWT
403
MassMutual Private Wealth & Trust
Connecticut
$1.03M +$182K +3,589 +21%
LC
404
Lindbrook Capital
California
$1.03M -$653K -12,860 -39%
ADBIC
405
A.D. Beadell Investment Counsel
Wisconsin
$1.02M -$406K -8,000 -28%
CCA
406
Clearwater Capital Advisors
Illinois
$1.02M +$1.03M +20,185 New
RCA
407
Resonant Capital Advisors
Wisconsin
$1.02M +$640K +12,606 +167%
LWMG
408
Levy Wealth Management Group
Pennsylvania
$1.02M +$1.02M +20,040 New
WAP
409
Wealthcare Advisory Partners
Pennsylvania
$1.01M +$579K +11,394 +134%
PCM
410
Parsons Capital Management
Rhode Island
$1M +$181K +3,560 +22%
WS
411
Wedbush Securities
California
$993K +$298K +5,865 +43%
PWM
412
Perigon Wealth Management
California
$990K +$510K +10,041 +106%
BBA
413
Braun-Bostich & Associates
Pennsylvania
$986K -$3.69M -72,595 -79%
OWM
414
OneAscent Wealth Management
Alabama
$986K +$985K +19,400 New
BWA
415
BDO Wealth Advisors
Florida
$984K +$939K +18,483 +2,054%
IWM
416
IHT Wealth Management
Illinois
$973K +$103K +2,032 +12%
CPW
417
Catalyst Private Wealth
California
$971K – – –
LFAS
418
Level Four Advisory Services
Texas
$967K – – –
WAM
419
WNY Asset Management
New York
$963K +$963K +18,962 New
SDH
420
Sloy Dahl & Holst
Washington
$962K -$117K -2,300 -11%
MG
421
Mather Group
Illinois
$960K -$349K -6,872 -27%
NF
422
Nikulski Financial
Iowa
$960K +$23.5K +463 +3%
MMM
423
Mendel Money Management
Illinois
$949K -$7.62K -150 -0.8%
IAP
424
Indie Asset Partners
Indiana
$947K -$768K -15,125 -45%
CPA
425
Capital Planning Advisors
California
$937K -$311K -6,122 -25%
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