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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
601
Stratos Wealth Advisors
Ohio
$1.08M -$5.06K -101 -0.5%
VIM
602
Vista Investment Management
Pennsylvania
$1.06M +$234K +4,675 +28%
PA
603
Prossimo Advisors
California
$1.06M +$1.06M +21,190 New
MA
604
MONECO Advisors
Connecticut
$1.06M -$17.8K -355 -2%
NB
605
NBT Bank
New York
$1.04M +$641K +12,789 +159%
TFA
606
Tobias Financial Advisors
Florida
$1.04M -$271K -5,402 -21%
DFG
607
Delta Financial Group
New Jersey
$1.04M +$1.04M +20,738 New
TSWM
608
Tyler-Stone Wealth Management
Ohio
$1.01M +$232K +4,630 +30%
TI
609
Tidal Investments
Wisconsin
$1.01M +$1.01M +20,223 New
CC
610
Callan Capital
California
$1.01M +$592K +11,811 +140%
CI
611
CPR Investments
Michigan
$1.01M +$1.01M +20,160 New
WAG
612
Wallace Advisory Group
California
$1.01M +$1.01M +20,153 New
RCG
613
Rock Creek Group
District of Columbia
$999K +$999K +19,936 New
PIA
614
Perennial Investment Advisors
California
$987K +$180K +3,582 +22%
H
615
HoyleCohen
California
$983K +$32.6K +650 +3%
RIA
616
Realta Investment Advisors
Delaware
$973K +$530K +10,581 +120%
ETIA
617
Epic Trust Investment Advisors
Washington
$969K -$265K -5,285 -21%
SWM
618
Sanctuary Wealth Management
Idaho
$968K +$14.9K +298 +2%
NC
619
NewSquare Capital
Pennsylvania
$968K -$360K -7,190 -27%
NEPWA
620
New England Private Wealth Advisors
Massachusetts
$952K +$17.3K +346 +2%
NCM
621
New Capital Management
Texas
$952K +$952K +18,987 New
SFG
622
Sovereign Financial Group
Connecticut
$951K +$51.4K +1,026 +6%
SWP
623
Strategic Wealth Partners
Ohio
$949K -$176K -3,519 -16%
BF
624
BOK Financial
Oklahoma
$935K +$151K +3,003 +19%
HA
625
Herold Advisors
New York
$935K +$363K +7,240 +63%