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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
626
Calton & Associates
Florida
$602K +$289K +5,765 +92%
TFS
627
TrustCore Financial Services
Tennessee
$601K -$99.1K -1,976 -14%
ADL
628
Asset Dedication LLC
California
$598K +$1.96K +39 +0.3%
WIM
629
WealthPlan Investment Management
Nebraska
$598K +$597K +11,916 New
EIA
630
Eldridge Investment Advisors
New Hampshire
$596K -$94.3K -1,882 -14%
CS
631
Credit Suisse
Switzerland
$594K +$295K +5,882 +99%
NL
632
Navalign LLC
California
$576K -$230K -4,584 -29%
HA
633
Herold Advisors
New York
$572K +$9.07K +181 +2%
CPA
634
Capital Planning Advisors
California
$568K -$64.1K -1,279 -10%
HIM
635
Hotaling Investment Management
Pennsylvania
$567K -$14.1K -282 -2%
AFA
636
American Financial Advisors
Georgia
$562K +$301K +6,007 +116%
SWMP
637
Signature Wealth Management Partners
New Jersey
$561K -$99.3K -1,981 -15%
IWM
638
IHT Wealth Management
Illinois
$560K +$8.67K +173 +2%
KC
639
Kinloch Capital
Virginia
$551K -$320K -6,380 -37%
TCM
640
TD Capital Management
Tennessee
$545K +$301K +5,996 +123%
BFS
641
Bickling Financial Services
Massachusetts
$541K +$304K +6,064 +129%
BONH
642
Bank of New Hampshire
New Hampshire
$528K -$173K -3,450 -25%
PB
643
Pinnacle Bancorp
Nebraska
$527K -$40.1K -800 -7%
GCP
644
Gill Capital Partners
Colorado
$521K -$491K -9,790 -48%
ANTB
645
AMG National Trust Bank
Colorado
$520K -$3.01K -60 -0.6%
MCA
646
MSH Capital Advisors
Arizona
$516K +$18.6K +371 +4%
TAM
647
Tocqueville Asset Management
New York
$516K -$185K -3,700 -26%
ICP
648
Ironvine Capital Partners
Nebraska
$516K -$1.3K -26 -0.3%
LJCM
649
Lee Johnson Capital Management
Texas
$513K -$14.4K -288 -3%
1IA
650
1834 Investment Advisors
Wisconsin
$513K +$376K +7,500 +274%
24 25
26
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