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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
H
576
HoyleCohen
California
$650K +$32.7K +650 +5%
BWM
577
BlackDiamond Wealth Management
New York
$642K -$40.1K -796 -6%
FC
578
FCA Corp
Texas
$638K -$20.3K -403 -3%
LC
579
Lindbrook Capital
California
$636K -$75.6K -1,500 -11%
ADL
580
Asset Dedication LLC
California
$633K +$634K +12,578 New
RCAG
581
Rehmann Capital Advisory Group
Michigan
$617K +$38.5K +765 +7%
SIM
582
Stratos Investment Management
Ohio
$611K -$191K -3,794 -24%
FFG
583
Ford Financial Group
California
$610K -$100K -1,991 -14%
NB
584
Nicolet Bankshares
Wisconsin
$589K +$29.3K +582 +5%
QWM
585
Quaker Wealth Management
New Jersey
$583K -$1.62M -32,249 -74%
LJCM
586
Lee Johnson Capital Management
Texas
$581K -$307K -6,092 -35%
CPA
587
Capital Planning Advisors
California
$570K -$79.4K -1,577 -12%
PB
588
Pinnacle Bancorp
Nebraska
$568K -$131K -2,603 -19%
CG
589
Colony Group
Massachusetts
$562K -$900K -17,878 -62%
IF
590
Intrua Financial
Texas
$560K -$9.82K -195 -2%
GIA
591
Gladstone Institutional Advisory
Florida
$559K -$245K -4,870 -30%
BCI
592
Brinker Capital Investments
Pennsylvania
$556K +$83K +1,647 +17%
LNWWM
593
Laird Norton Wetherby Wealth Management
California
$556K +$85.8K +1,703 +18%
RIA
594
Realta Investment Advisors
Delaware
$554K +$34.1K +678 +7%
TBWA
595
Three Bridge Wealth Advisors
California
$553K +$554K +11,000 New
PCS
596
Personal CFO Solutions
New Jersey
$546K +$547K +10,864 New
NEPWA
597
New England Private Wealth Advisors
Massachusetts
$531K +$604 +12 +0.1%
AWA
598
Arete Wealth Advisors
Illinois
$530K -$28.3K -562 -5%
EWM
599
Echo Wealth Management
Minnesota
$524K +$526K +10,444 New
SW
600
Simplicity Wealth
New Jersey
$522K -$5.84K -116 -1%
22 23
24
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