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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
551
Intrua Financial
Texas
$412K -$24.9K -490 -6%
BHWA
552
Beacon Harbor Wealth Advisors
Virginia
$409K -$135K -2,662 -25%
GG
553
Gofen & Glossberg
Illinois
$406K +$406K +8,000 New
ACA
554
Affinity Capital Advisors
California
$403K -$15.8K -311 -4%
WDG
555
Wealth Dimensions Group
Ohio
$400K +$400K +7,880 New
LNWWM
556
Laird Norton Wetherby Wealth Management
California
$399K -$74.6K -1,471 -16%
KA
557
Kovack Advisors
Florida
$398K -$5.78K -114 -1%
CRWM
558
Castle Rock Wealth Management
California
$389K -$1.76M -34,598 -82%
RFC
559
Regions Financial Corp
Alabama
$382K +$52.2K +1,029 +16%
FIA
560
Foundations Investment Advisors
Arizona
$382K +$382K +7,526 New
RRA
561
Round Rock Advisors
Connecticut
$375K – – –
CB
562
Commerce Bank
Missouri
$373K -$18.5K -365 -5%
APW
563
Aurora Private Wealth
New Jersey
$369K -$8.88K -175 -2%
FHA
564
Flagship Harbor Advisors
Massachusetts
$368K -$166K -3,273 -31%
LCWP
565
Legacy Capital Wealth Partners
Arkansas
$368K +$59.2K +1,166 +19%
ICP
566
Interchange Capital Partners
Pennsylvania
$361K -$331K -6,522 -48%
CCFM
567
Clear Creek Financial Management
Washington
$355K +$355K +7,000 New
FF
568
Fluent Financial
Texas
$354K +$354K +6,968 New
KCM
569
Karp Capital Management
California
$352K -$1.24M -24,451 -78%
WP
570
WealthShield Partners
North Carolina
$348K +$139K +2,746 +67%
OCM
571
Orion Capital Management
California
$346K – – –
QAM
572
Q3 Asset Management
Michigan
$339K -$77.7K -1,532 -19%
SWP
573
Strategic Wealth Partners
Ohio
$339K -$8.37K -165 -2%
WT
574
Whittier Trust
California
$333K -$2.4M -47,293 -88%
HWA
575
HHM Wealth Advisors
Tennessee
$333K -$300K -5,920 -47%
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