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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LW
501
Linscomb Wealth
Texas
$1.97M +$326K +6,495 +20%
WAP
502
Wealthcare Advisory Partners
Pennsylvania
$1.96M +$343K +6,837 +21%
AC
503
AIFG Consultants
New York
$1.96M +$1.96M +39,101 New
BWA
504
Boulder Wealth Advisors
Colorado
$1.94M +$1.94M +38,638 New
OCPWS
505
One Charles Private Wealth Services
Massachusetts
$1.91M -$129K -2,579 -6%
MTWM
506
Masso Torrence Wealth Management
New Jersey
$1.91M -$1.15M -22,899 -38%
IDA
507
Intelligence Driven Advisers
California
$1.87M -$930K -18,552 -33%
FM
508
Foster & Motley
Ohio
$1.86M -$1.74M -34,759 -48%
Bank of New York Mellon
509
Bank of New York Mellon
New York
$1.86M +$1.42M +28,235 +320%
Creative Planning
510
Creative Planning
Kansas
$1.85M -$476K -9,494 -20%
AFS
511
Access Financial Services
Minnesota
$1.81M +$28.6K +570 +2%
BWM
512
Baystate Wealth Management
Massachusetts
$1.81M +$1.47M +29,316 +436%
VFPI
513
Vantage Financial Partners (Illinois)
Illinois
$1.8M -$1.46M -29,190 -45%
BCP
514
Blue Chip Partners
Michigan
$1.76M -$41.7K -832 -2%
AC
515
Apella Capital
Connecticut
$1.75M +$1.75M +34,995 New
DWM
516
Drive Wealth Management
Utah
$1.75M +$693K +13,830 +66%
VWA
517
V Wealth Advisors
Kansas
$1.75M +$150K +2,996 +9%
IA
518
Integrity Advisory
Kansas
$1.75M +$647K +12,913 +59%
RCG
519
Regatta Capital Group
California
$1.74M +$39.6K +790 +2%
RW
520
RVW Wealth
California
$1.74M -$65.2K -1,300 -4%
NWMG
521
National Wealth Management Group
Ohio
$1.73M -$435K -8,671 -20%
WMWM
522
Whitaker-Myers Wealth Managers
Ohio
$1.72M +$1.72M +34,315 New
SFG
523
Sage Financial Group
Pennsylvania
$1.72M -$307K -6,120 -15%
WWM
524
Western Wealth Management
Colorado
$1.72M -$1.27M -25,239 -42%
I2I
525
Insight 2811 Inc
Illinois
$1.71M -$343K -6,846 -17%