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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
626
Birchcreek Wealth Management
Ohio
$860K -$373K -7,431 -30%
MA
627
MONECO Advisors
Connecticut
$855K -$204K -4,069 -19%
HWP
628
Heritage Wealth Partners
Ohio
$850K +$849K +16,901 New
ACA
629
Ascension Capital Advisors
Texas
$849K – – –
GWAM
630
Guardian Wealth Advisors (Minnesota)
Minnesota
$828K +$427K +8,490 +107%
BHWA
631
Beacon Harbor Wealth Advisors
Virginia
$823K -$12.6M -249,798 -94%
HFS
632
Horizon Financial Services
North Carolina
$820K +$33.8K +672 +4%
ERIC
633
Eagle Rock Investment Company
Georgia
$814K – – –
CGA
634
Crescent Grove Advisors
Illinois
$802K +$801K +15,945 New
NAM
635
NorthCrest Asset Manangement
Minnesota
$789K +$788K +15,681 New
BBW
636
Blue Barn Wealth
Utah
$770K +$447K +8,886 +138%
RA
637
RFG Advisory
Alabama
$766K -$620K -12,343 -45%
BMA
638
Brooks Moore & Associates
Tennessee
$763K -$98.9K -1,967 -11%
PGAM
639
Princeton Global Asset Management
New Jersey
$761K +$121K +2,403 +19%
AIM
640
Alhambra Investment Management
Florida
$760K -$50.3K -1,000 -6%
AWA
641
Amplius Wealth Advisors
Pennsylvania
$758K -$374K -7,438 -33%
SA
642
Shilanski & Associates
Alaska
$755K -$603 -12 -0.1%
RBFC
643
Roman Butler Fullerton & Co
Missouri
$754K +$753K +14,986 New
RJT
644
Raymond James Trust
Florida
$744K -$821K -16,328 -52%
SWP
645
Semus Wealth Partners
Florida
$741K -$19.3K -385 -3%
PCIA
646
Prime Capital Investment Advisors
Kansas
$738K -$5.48M -109,012 -88%
HS
647
Horan Securities
United States
$724K -$3.92K -78 -0.5%
CPW
648
Catalyst Private Wealth
California
$709K -$40.2K -800 -5%
GI
649
Glovista Investments
New Jersey
$707K -$418K -8,314 -37%
CW
650
Channel Wealth
California
$691K +$690K +13,740 New
24 25
26
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