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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
526
Prospera Financial Services
Texas
$490K -$374K -7,370 -43%
NB
527
Nicolet Bankshares
Wisconsin
$481K -$64.2K -1,265 -12%
BCI
528
Brinker Capital Investments
Pennsylvania
$478K -$24.7K -487 -5%
LNWWM
529
Laird Norton Wetherby Wealth Management
California
$474K -$112K -2,206 -19%
FHA
530
First Horizon Advisors
Tennessee
$468K -$81.6K -1,607 -15%
PWM
531
Palumbo Wealth Management
New York
$466K +$135K +2,655 +41%
COF
532
Capital One Financial
Virginia
$464K -$17.6K -346 -4%
LSPW
533
Lake Street Private Wealth
Illinois
$457K +$50.9K +1,003 +13%
KeyBank National Association
534
KeyBank National Association
Ohio
$454K -$50.8K -1,000 -10%
KPWS
535
Kestra Private Wealth Services
Texas
$453K -$1.53M -30,096 -77%
DE
536
Day & Ennis
Georgia
$442K -$80K -1,575 -15%
BWM
537
BCGM Wealth Management
Indiana
$441K +$2.08K +41 +0.5%
SCM
538
Sterneck Capital Management
Missouri
$440K -$17.8K -350 -4%
IF
539
Intrua Financial
Texas
$437K +$437K +8,612 New
CCA
540
Childress Capital Advisors
Texas
$436K -$3.1M -61,023 -88%
CAM
541
Concorde Asset Management
Michigan
$432K -$45.7K -900 -10%
SS
542
Simplicity Solutions
Minnesota
$431K -$27.5M -540,609 -98%
Creative Planning
543
Creative Planning
Kansas
$428K +$110K +2,172 +35%
OWM
544
OneAscent Wealth Management
Alabama
$427K -$558K -10,982 -57%
VHAM
545
Van Hulzen Asset Management
California
$427K +$427K +8,406 New
ACA
546
Affinity Capital Advisors
California
$419K +$419K +8,246 New
Comerica Bank
547
Comerica Bank
Texas
$418K +$81.5K +1,605 +24%
QAM
548
Q3 Asset Management
Michigan
$417K +$53.1K +1,045 +15%
KNW
549
Kesler Norman & Wride
Utah
$414K – – –
MOS
550
MGO One Seven
Ohio
$411K -$11.2K -220 -3%