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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
451
Catalyst Private Wealth
California
$935K -$35.5K -700 -4%
OCPWS
452
One Charles Private Wealth Services
Massachusetts
$932K +$389K +7,664 +72%
SWA
453
Stratos Wealth Advisors
Ohio
$928K +$303K +5,965 +48%
AIM
454
Alhambra Investment Management
Florida
$918K +$64.2K +1,265 +8%
IWM
455
IHT Wealth Management
Illinois
$877K -$95.2K -1,874 -10%
MMM
456
Mendel Money Management
Illinois
$876K -$73.1K -1,440 -8%
CPA
457
Capital Planning Advisors
California
$873K -$63.5K -1,250 -7%
MSS
458
Mitchell Sinkler & Starr
Pennsylvania
$873K +$873K +17,200 New
LFAS
459
Level Four Advisory Services
Texas
$868K -$98K -1,930 -10%
WCFA
460
Walkner Condon Financial Advisors
Wisconsin
$868K +$361K +7,103 +71%
APP
461
Avantax Planning Partners
Iowa
$842K +$842K +16,587 New
FIM
462
Freedom Investment Management
Connecticut
$838K +$838K +16,507 New
RIA
463
Realta Investment Advisors
Delaware
$830K +$282K +5,556 +51%
BFG
464
Bouchey Financial Group
New York
$798K – – –
WWM
465
Western Wealth Management
Colorado
$783K -$55.7K -1,096 -7%
KFC
466
Klingenstein Fields & Co
New York
$778K +$198K +3,900 +34%
CAM
467
Cozad Asset Management
Illinois
$767K +$314K +6,180 +69%
PWM
468
Prentice Wealth Management
New York
$767K +$767K +15,107 New
ACA
469
Ascension Capital Advisors
Texas
$763K -$497K -9,789 -39%
SAM
470
Secure Asset Management
Michigan
$761K +$35.2K +694 +5%
BFS
471
Bickling Financial Services
Massachusetts
$759K -$40.5K -797 -5%
H
472
HoyleCohen
California
$750K +$161K +3,180 +27%
CFGS
473
Concourse Financial Group Securities
Alabama
$743K -$191K -3,766 -20%
IWC
474
Integrated Wealth Concepts
Massachusetts
$742K -$25.4K -500 -3%
PB
475
Pinnacle Bancorp
Nebraska
$733K +$432K +8,500 +143%
17 18
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