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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
PBF
426
Petix & Botte Financial
California
$927K +$333K +6,558 +56%
FIA
427
Foundations Investment Advisors
Arizona
$924K +$103K +2,020 +12%
KP
428
Keel Point
Alabama
$910K – – –
CF
429
Copperwynd Financial
Arizona
$894K -$931K -18,326 -51%
SSIM
430
Sheets Smith Investment Management
Texas
$892K +$892K +17,565 New
OFS
431
OneAscent Financial Services
Alabama
$885K +$407K +8,006 +85%
TGAM
432
TBH Global Asset Management
Tennessee
$880K +$880K +17,328 New
BFEC
433
Benjamin F. Edwards & Company
Missouri
$879K +$37.6K +741 +4%
PFS
434
Prospera Financial Services
Texas
$865K +$788K +15,512 +1,025%
AIM
435
Alhambra Investment Management
Florida
$855K +$343K +6,750 +67%
WWM
436
Western Wealth Management
Colorado
$839K -$107K -2,100 -11%
PCMC
437
Private Capital Management (Colorado)
Colorado
$823K -$297K -5,849 -27%
DIM
438
Delta Investment Management
California
$823K -$267K -5,257 -24%
SAF
439
Smith Anglin Financial
Texas
$815K +$815K +16,056 New
CCM
440
Covington Capital Management
California
$813K +$559K +11,000 +220%
IWS
441
Insight Wealth Strategies
California
$805K +$364K +7,175 +83%
KWM
442
Kingsview Wealth Management
Oregon
$800K +$10.9K +214 +1%
BFS
443
Bickling Financial Services
Massachusetts
$800K +$800K +15,760 New
BFG
444
Bouchey Financial Group
New York
$799K -$13.3M -261,880 -94%
IWC
445
Integrated Wealth Concepts
Massachusetts
$767K -$45.8K -902 -6%
OC
446
Oppenheimer & Co
New York
$759K -$2.03K -40 -0.3%
1IA
447
1834 Investment Advisors
Wisconsin
$744K -$47.6K -938 -6%
AA
448
ACT Advisors
North Carolina
$742K +$742K +14,614 New
GM
449
GeoWealth Management
Illinois
$735K +$207K +4,082 +39%
JG
450
Jefferies Group
New York
$728K +$728K +14,327 New
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18
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