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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
501
Concorde Asset Management
Michigan
$478K +$38.9K +765 +9%
CBFP
502
Cedar Brook Financial Partners
Ohio
$476K +$36.6K +721 +8%
TSS
503
Two Sigma Securities
New York
$463K +$15.5K +305 +3%
WFA
504
Wipfli Financial Advisors
Wisconsin
$461K +$461K +9,072 New
SCM
505
Sterneck Capital Management
Missouri
$458K -$2.29K -45 -0.5%
BWFA
506
Baltimore-Washington Financial Advisors
Maryland
$455K +$456K +8,974 New
CAM
507
Cozad Asset Management
Illinois
$454K +$198K +3,890 +77%
SC
508
Solstein Capital
California
$453K – – –
BWM
509
BCGM Wealth Management
Indiana
$439K +$439K +8,645 New
WP
510
WealthPLAN Partners
Nebraska
$436K -$146K -2,870 -25%
APA
511
Allegiant Private Advisors
Florida
$428K +$428K +8,425 New
MOS
512
MGO One Seven
Ohio
$423K -$95.7K -1,885 -18%
WAS
513
Wealth Advisory Solutions
Indiana
$423K – – –
GPWA
514
Great Point Wealth Advisors
Massachusetts
$419K -$309K -6,084 -42%
KNW
515
Kesler Norman & Wride
Utah
$414K +$414K +8,156 New
DWM
516
Doyle Wealth Management
Florida
$409K +$96.5K +1,900 +31%
SFM
517
Signet Financial Management
New Jersey
$407K -$24.5K -482 -6%
LSPW
518
Lake Street Private Wealth
Illinois
$406K +$406K +7,995 New
RRA
519
Round Rock Advisors
Connecticut
$393K +$393K +7,739 New
SWP
520
Strategic Wealth Partners
Ohio
$390K +$74K +1,458 +23%
CFA
521
Carroll Financial Associates
North Carolina
$389K -$18.9K -373 -5%
CIA
522
Capital Investment Advisors
Georgia
$385K +$385K +7,583 New
APW
523
Aurora Private Wealth
New Jersey
$370K +$370K +7,286 New
HWA
524
Heartwood Wealth Advisors
Virginia
$365K -$49.1K -966 -12%
BRWA
525
B. Riley Wealth Advisors
Florida
$364K +$1.93K +38 +0.5%
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