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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
601
Quadrant Private Wealth Management
Pennsylvania
$515K +$281K +5,546 +119%
ZIMP
602
Zimmermann Investment Management & Planning
Pennsylvania
$507K +$508K +10,042 New
State Farm Mutual Automobile Insurance
603
State Farm Mutual Automobile Insurance
Illinois
$505K
CMS
604
Capital Market Strategies
Florida
$498K +$500K +9,875 New
HWA
605
HHM Wealth Advisors
Tennessee
$497K -$267K -5,270 -35%
GM
606
GeoWealth Management
Illinois
$496K -$589K -11,636 -54%
CCM
607
Colorado Capital Management
Colorado
$484K -$236K -4,656 -33%
BFS
608
Bickling Financial Services
Massachusetts
$479K -$7.64K -151 -2%
PA
609
PFG Advisors
Arizona
$478K -$6.32K -125 -1%
BCI
610
Brinker Capital Investments
Pennsylvania
$475K
LNWWM
611
Laird Norton Wetherby Wealth Management
California
$473K +$202 +4 +0%
ANTB
612
AMG National Trust Bank
Colorado
$463K -$1.66M -32,845 -78%
CCIA
613
Cherry Creek Investment Advisors
Colorado
$460K +$11.9K +235 +3%
ECM
614
Evergreen Capital Management
Washington
$459K -$108K -2,144 -19%
LCWP
615
Legacy Capital Wealth Partners
Arkansas
$459K +$84.9K +1,678 +23%
KeyBank National Association
616
KeyBank National Association
Ohio
$457K -$25.3K -500 -5%
Creative Planning
617
Creative Planning
Kansas
$456K -$540K -10,670 -54%
AWM
618
Avaii Wealth Management
Wisconsin
$453K +$454K +8,969 New
KSWA
619
Kathleen S. Wright Associates
Pennsylvania
$453K +$454K +8,975 New
BRA
620
Biechele Royce Advisors
Indiana
$450K
RFA
621
Reilly Financial Advisors
California
$449K
IWM
622
IHT Wealth Management
Illinois
$446K -$76.8K -1,519 -15%
RC
623
Rovin Capital
Arizona
$444K -$18.9K -374 -4%
MA
624
MJP Associates
Connecticut
$443K -$27.8K -549 -6%
BWM
625
BCGM Wealth Management
Indiana
$442K +$1.21K +24 +0.3%