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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
576
HBW Advisory Services
California
$862K +$861K +17,183 New
PWM
577
Perigon Wealth Management
California
$858K +$52.8K +1,054 +7%
AWM
578
Accurate Wealth Management
Florida
$853K +$712K +14,205 New
EWM
579
Echo Wealth Management
Minnesota
$852K +$22.3K +444 +3%
ICP
580
Interchange Capital Partners
Pennsylvania
$843K +$843K +16,820 New
LFA
581
Laraway Financial Advisors
Minnesota
$841K +$4.01K +80 +0.4%
SB
582
Sunflower Bank
Texas
$839K -$353K -7,051 -30%
AWM
583
Aprio Wealth Management
Georgia
$839K -$194K -3,870 -19%
PCS
584
Personal CFO Solutions
New Jersey
$836K +$460K +9,178 +122%
CPW
585
Catalyst Private Wealth
California
$835K -$56.4K -1,125 -6%
AAS
586
Ameritas Advisory Services
Nebraska
$832K +$35.7K +712 +4%
VIM
587
Vista Investment Management
Pennsylvania
$828K +$471K +9,403 +132%
ACA
588
Ascension Capital Advisors
Texas
$821K -$47.7K -951 -5%
ERIC
589
Eagle Rock Investment Company
Georgia
$812K – – –
CWM
590
Connecticut Wealth Management
Connecticut
$810K +$528K +10,526 +187%
WP
591
WealthSource Partners
California
$808K -$300K -5,984 -27%
PIA
592
Perennial Investment Advisors
California
$808K -$119K -2,370 -13%
AIM
593
Alhambra Investment Management
Florida
$808K – – –
TPWM
594
Twelve Points Wealth Management
Massachusetts
$788K – – –
BF
595
BOK Financial
Oklahoma
$785K +$784K +15,648 New
TSWM
596
Tyler-Stone Wealth Management
Ohio
$783K +$129K +2,565 +20%
PA
597
PFG Advisors
Arizona
$780K +$780K +15,560 New
AWAP
598
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$766K -$319K -6,371 -29%
RA
599
Riversedge Advisors
Delaware
$757K +$53.7K +1,071 +8%
KCFA
600
Key Client Fiduciary Advisors
New Jersey
$753K +$50.3K +1,003 +7%
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