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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
601
International Assets Investment Management
Florida
$984K -$11.1M -221,542 -92%
FFA
602
Fragasso Financial Advisors
Pennsylvania
$981K +$78.5K +1,565 +9%
FFA
603
First Foundation Advisors
California
$977K -$1.58M -31,450 -62%
PTC
604
Private Trust Company
Ohio
$972K +$86.6K +1,726 +10%
HKAM
605
Horizon Kinetics Asset Management
New York
$967K -$270K -5,371 -22%
PIMG
606
Patriot Investment Management Group
Tennessee
$960K -$172K -3,422 -15%
CC
607
Callan Capital
California
$944K – – –
CCA
608
Clearwater Capital Advisors
Illinois
$934K +$299K +5,962 +47%
MHS
609
M Holdings Securities
Oregon
$910K +$12.4K +248 +1%
HL
610
HeadInvest LLC
Maine
$909K -$536K -10,676 -37%
FFG
611
Frisch Financial Group
New York
$908K -$9.94M -197,996 -92%
BMWM
612
Brown Miller Wealth Management
Virginia
$896K -$189K -3,775 -17%
LFA
613
Laraway Financial Advisors
Minnesota
$889K -$40.2K -802 -4%
BEAM
614
Baker Ellis Asset Management
Washington
$883K -$110K -2,187 -11%
WC
615
Waterloo Capital
Texas
$882K -$217K -4,334 -20%
JCM
616
Jacobi Capital Management
Pennsylvania
$877K +$54.6K +1,088 +7%
BWM
617
BKM Wealth Management
Wisconsin
$874K +$874K +17,409 New
IDA
618
Intelligence Driven Advisers
California
$869K -$192K -3,823 -18%
LCM
619
Lunt Capital Management
Utah
$866K – – –
CCM
620
Condor Capital Management
New Jersey
$860K -$533K -10,613 -38%
CCP
621
Clarkston Capital Partners
Michigan
$854K – – –
CTWM
622
Cherry Tree Wealth Management
Minnesota
$847K -$15.3K -305 -2%
OWM
623
OneAscent Wealth Management
Alabama
$844K -$3.05M -60,772 -78%
MA
624
MONECO Advisors
Connecticut
$838K +$16.6K +330 +2%
SFG
625
Sowa Financial Group
Rhode Island
$838K -$151K -3,013 -15%
23 24
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