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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
551
WBI Investments
New Jersey
$1.4M +$1.4M +27,864 New
IDA
552
Intelligence Driven Advisers
California
$1.4M -$479K -9,532 -26%
ESB
553
Essex Savings Bank
Connecticut
$1.39M -$77.3K -1,538 -5%
HIC
554
Holderness Investments Company
North Carolina
$1.38M +$265K +5,269 +24%
NCM
555
Next Capital Management
New York
$1.37M -$314K -6,253 -19%
PIA
556
Perennial Investment Advisors
California
$1.31M +$323K +6,421 +33%
SWP
557
Strategic Wealth Partners
Ohio
$1.31M +$356K +7,078 +37%
MHS
558
M Holdings Securities
Oregon
$1.3M +$45.9K +913 +4%
HWM
559
Howard Wealth Management
Connecticut
$1.3M -$1.18M -23,546 -48%
RCA
560
Resonant Capital Advisors
Wisconsin
$1.28M +$691K +13,758 +117%
QFA
561
Quattro Financial Advisors
Texas
$1.28M +$135K +2,694 +12%
LHWM
562
Lake Hills Wealth Management
Texas
$1.28M -$5.92M -117,836 -82%
EWMCB
563
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.27M -$238K -4,732 -16%
CWA
564
Clarity Wealth Advisors
California
$1.26M +$785K +15,612 +165%
H
565
HoyleCohen
California
$1.24M +$257K +5,107 +26%
DC
566
Davenport & Co
Virginia
$1.23M -$33.6K -668 -3%
AP
567
Americana Partners
Texas
$1.22M +$380K +7,568 +45%
TW
568
Transform Wealth
Colorado
$1.22M -$15M -298,795 -93%
SIAP
569
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.22M -$241K -4,800 -17%
CA
570
CGN Advisors
Kansas
$1.22M -$27.1K -539 -2%
SFB
571
STAR Financial Bank
Indiana
$1.2M -$137K -2,732 -10%
HA
572
Herold Advisors
New York
$1.18M +$242K +4,808 +26%
AG
573
Ascent Group
Virginia
$1.18M -$10.5K -208 -0.9%
HIA
574
Harbor Investment Advisory
Maryland
$1.18M -$49.5K -984 -4%
VWM
575
Valley Wealth Managers
New Jersey
$1.18M -$13.5K -269 -1%
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