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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
426
Concourse Financial Group Securities
Alabama
$936K -$14.3M -281,162 -94%
PBF
427
Petix & Botte Financial
California
$927K +$333K +6,558 +56%
FIA
428
Foundations Investment Advisors
Arizona
$924K +$103K +2,020 +12%
KP
429
Keel Point
Alabama
$910K – – –
CF
430
Copperwynd Financial
Arizona
$894K -$931K -18,326 -51%
SSIM
431
Sheets Smith Investment Management
Texas
$892K +$892K +17,565 New
OFS
432
OneAscent Financial Services
Alabama
$885K +$407K +8,006 +85%
TGAM
433
TBH Global Asset Management
Tennessee
$880K +$880K +17,328 New
BFEC
434
Benjamin F. Edwards & Company
Missouri
$879K +$37.6K +741 +4%
PFS
435
Prospera Financial Services
Texas
$865K +$788K +15,512 +1,025%
AIM
436
Alhambra Investment Management
Florida
$855K +$343K +6,750 +67%
WWM
437
Western Wealth Management
Colorado
$839K -$107K -2,100 -11%
PCMC
438
Private Capital Management (Colorado)
Colorado
$823K -$297K -5,849 -27%
DIM
439
Delta Investment Management
California
$823K -$267K -5,257 -24%
SAF
440
Smith Anglin Financial
Texas
$815K +$815K +16,056 New
CCM
441
Covington Capital Management
California
$813K +$559K +11,000 +220%
IWS
442
Insight Wealth Strategies
California
$805K +$364K +7,175 +83%
KWM
443
Kingsview Wealth Management
Oregon
$800K +$10.9K +214 +1%
BFS
444
Bickling Financial Services
Massachusetts
$800K +$800K +15,760 New
BFG
445
Bouchey Financial Group
New York
$799K -$13.3M -261,880 -94%
IWC
446
Integrated Wealth Concepts
Massachusetts
$767K -$45.8K -902 -6%
OC
447
Oppenheimer & Co
New York
$759K -$2.03K -40 -0.3%
1IA
448
1834 Investment Advisors
Wisconsin
$744K -$47.6K -938 -6%
AA
449
ACT Advisors
North Carolina
$742K +$742K +14,614 New
GM
450
GeoWealth Management
Illinois
$735K +$207K +4,082 +39%
16 17
18
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