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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
501
Golden State Equity Partners
California
$1.84M +$1.83M +36,402 New
SOS
502
Silver Oak Securities
Tennessee
$1.83M -$26.3K -522 -1%
WWM
503
WT Wealth Management
Arizona
$1.83M +$18.9K +376 +1%
SCM
504
Stonehearth Capital Management
Massachusetts
$1.83M -$109K -2,173 -6%
FM
505
Family Management
New York
$1.82M -$12K -238 -0.7%
VAM
506
Vienna Asset Management
California
$1.82M -$732K -14,539 -29%
ESB
507
Essex Savings Bank
Connecticut
$1.8M +$481K +9,545 +36%
MSWMA
508
Market Street Wealth Management Advisors
Indiana
$1.8M -$369K -7,325 -17%
BAM
509
Belpointe Asset Management
Nevada
$1.79M +$1.79M +35,507 New
EWM
510
Endowment Wealth Management
Wisconsin
$1.77M +$208K +4,140 +13%
VCM
511
Virtue Capital Management
Tennessee
$1.76M -$77.7K -1,543 -4%
FEM
512
Fulcrum Equity Management
Texas
$1.74M +$1.74M +34,502 New
WAG
513
Wallace Advisory Group
California
$1.73M -$187K -3,715 -10%
PBF
514
Petix & Botte Financial
California
$1.73M +$954K +18,945 +124%
SFA
515
Sequoia Financial Advisors
Ohio
$1.72M -$848K -16,847 -33%
BFEC
516
Benjamin F. Edwards & Company
Missouri
$1.72M +$72.5K +1,440 +4%
AA
517
Auxano Advisors
Washington
$1.7M -$61.9K -1,230 -4%
MWM
518
Mission Wealth Management
California
$1.7M -$311K -6,182 -15%
BWP
519
Balboa Wealth Partners
Arizona
$1.69M +$543K +10,785 +48%
FC
520
FCA Corp
Texas
$1.66M +$37.3K +740 +2%
GC
521
Guidance Capital
Kentucky
$1.66M -$115K -2,281 -6%
KP
522
Keel Point
Alabama
$1.66M -$1.78M -35,425 -52%
TWC
523
TD Waterhouse Canada
Ontario, Canada
$1.65M +$328K +6,519 +25%
AWA
524
Arete Wealth Advisors
Illinois
$1.65M +$48.7K +967 +3%
SAG
525
SageView Advisory Group
California
$1.64M – – –
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