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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
451
Secure Asset Management
Michigan
$727K +$168K +3,314 +30%
OMC
452
Old Mission Capital
Illinois
$718K +$718K +14,137 New
VWA
453
Visionary Wealth Advisors
Illinois
$709K -$154K -3,030 -18%
SWM
454
Segment Wealth Management
Texas
$697K – – –
BCA
455
Bay Colony Advisors
Massachusetts
$696K +$212K +4,170 +44%
SFWC
456
Strategic Family Wealth Counselors
New Jersey
$695K +$695K +13,684 New
CA
457
Crewe Advisors
Utah
$694K +$362K +7,137 +109%
CA
458
Cambridge Advisors
Nebraska
$679K +$200K +3,936 +42%
AWAP
459
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$668K +$668K +13,153 New
B
460
Bailard
California
$661K -$154K -3,028 -19%
AIC
461
Ameritas Investment Company
Nebraska
$644K -$349K -6,879 -35%
ICP
462
Interchange Capital Partners
Pennsylvania
$642K +$642K +12,649 New
NEPWA
463
New England Private Wealth Advisors
Massachusetts
$632K -$37.6K -741 -6%
AOG
464
Alpha Omega Group
Virginia
$631K +$630K +12,414 New
CFO
465
Collective Family Office
Pennsylvania
$628K +$628K +12,367 New
SWA
466
Stratos Wealth Advisors
Ohio
$626K +$81.3K +1,600 +15%
BHWA
467
Beacon Harbor Wealth Advisors
Virginia
$612K -$26.2M -516,024 -98%
AFM
468
Andesa Financial Management
Pennsylvania
$611K -$871K -17,145 -59%
SSB
469
Sandy Spring Bank
Maryland
$600K +$595K +11,708 +11,367%
H
470
HoyleCohen
California
$589K +$102K +2,000 +21%
AWM
471
Atticus Wealth Management
Florida
$588K -$232K -4,571 -28%
PA
472
PFG Advisors
Arizona
$588K +$105K +2,070 +22%
PG
473
Proffitt & Goodson
Tennessee
$587K -$228K -4,483 -28%
LNWWM
474
Laird Norton Wetherby Wealth Management
California
$587K +$82.1K +1,616 +16%
KFC
475
Klingenstein Fields & Co
New York
$581K +$297K +5,841 +104%
17 18
19
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