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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
AAIM
601
Asset Advisors Investment Management
Georgia
$304K – – –
AWM
602
Avondale Wealth Management
Texas
$304K – – –
BFIM
603
Beese Fulmer Investment Management
Ohio
$304K – – –
RA
604
Riverstone Advisors
Texas
$302K – – –
KC
605
Kinloch Capital
Virginia
$300K +$456 +9 +0.2%
BCA
606
Bay Colony Advisors
Massachusetts
$297K -$193K -3,796 -39%
OFG
607
Oxford Financial Group
Indiana
$297K +$297K +5,863 New
NFSG
608
Newbridge Financial Services Group
Florida
$296K +$296K +5,830 New
CWM
609
Curi Wealth Management
North Carolina
$294K +$78.4K +1,545 +36%
CA
610
Calton & Associates
Florida
$293K -$392K -7,738 -57%
GT
611
Glenview Trust
Kentucky
$290K – – –
CCFM
612
Clear Creek Financial Management
Washington
$289K -$65.9K -1,300 -19%
PFGIA
613
Patriot Financial Group Insurance Agency
Massachusetts
$288K +$33.6K +663 +13%
1IA
614
1834 Investment Advisors
Wisconsin
$282K -$7.66K -151 -3%
CFO
615
Collective Family Office
Pennsylvania
$281K -$5.53K -109 -2%
CWA
616
Canvas Wealth Advisors
Kansas
$279K – – –
DWM
617
Darwin Wealth Management
Florida
$278K -$37.6K -742 -12%
SW
618
SteelPeak Wealth
California
$278K +$278K +5,486 New
FHB
619
First Hawaiian Bank
Hawaii
$276K – – –
MAG
620
Mayfair Advisory Group
Alabama
$275K – – –
WWM
621
Windsor Wealth Management
Indiana
$271K +$456 +9 +0.2%
ZCM
622
Ziegler Capital Management
Illinois
$264K -$50.7K -1,000 -16%
SFM
623
Signet Financial Management
New Jersey
$258K -$60.8K -1,199 -19%
NB
624
Northwest Bancshares
Pennsylvania
$254K – – –
FPCP
625
Fort Point Capital Partners
California
$254K +$254K +5,015 New
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25
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