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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
601
IVC Wealth Advisors
Pennsylvania
$613K +$614K +12,230 New
IF
602
Intrua Financial
Texas
$612K +$54.5K +1,086 +10%
LWM
603
Laidlaw Wealth Management
New York
$609K +$610K +12,150 New
ADL
604
Asset Dedication LLC
California
$596K -$34.5K -688 -5%
HIM
605
Hotaling Investment Management
Pennsylvania
$581K -$101K -2,010 -15%
CBFP
606
Cedar Brook Financial Partners
Ohio
$581K +$188K +3,747 +48%
NB
607
Nicolet Bankshares
Wisconsin
$580K -$6.97K -139 -1%
PB
608
Pinnacle Bancorp
Nebraska
$566K – – –
HA
609
Herold Advisors
New York
$562K -$103K -2,050 -15%
JBA
610
Johnson Bixby & Associates
Washington
$559K +$560K +11,169 New
BCI
611
Brinker Capital Investments
Pennsylvania
$554K – – –
AWA
612
Arete Wealth Advisors
Illinois
$551K +$22.9K +457 +4%
IWM
613
IHT Wealth Management
Illinois
$550K +$124K +2,480 +29%
SIM
614
Stratos Investment Management
Ohio
$543K -$66.2K -1,319 -11%
VWM
615
Venturi Wealth Management
Texas
$540K -$1.39M -27,629 -72%
KA
616
Kovack Advisors
Florida
$539K -$290K -5,773 -35%
NEPWA
617
New England Private Wealth Advisors
Massachusetts
$531K -$50 -1 -0%
LJCM
618
Lee Johnson Capital Management
Texas
$527K -$51.8K -1,033 -9%
ANTB
619
AMG National Trust Bank
Colorado
$523K +$18.3K +365 +4%
BWM
620
Benchmark Wealth Management
Connecticut
$521K +$74.9K +1,492 +17%
WWA
621
WCG Wealth Advisors
Nevada
$519K +$520K +10,361 New
ICP
622
Ironvine Capital Partners
Nebraska
$517K – – –
RPWA
623
Regent Peak Wealth Advisors
Georgia
$517K +$351 +7 +0.1%
SCG
624
Sonata Capital Group
Washington
$507K – – –
MC
625
Moors & Cabot
Massachusetts
$507K +$32.2K +642 +7%
23 24
25
26 27