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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
626
Echo Wealth Management
Minnesota
$834K -$168K -3,349 -17%
SCA
627
Snowden Capital Advisors
New York
$834K -$146K -2,912 -15%
MA
628
MONECO Advisors
Connecticut
$826K -$26.8K -534 -3%
CTWM
629
Cherry Tree Wealth Management
Minnesota
$824K +$825K +16,433 New
CWA
630
Canvas Wealth Advisors
Kansas
$824K +$176K +3,500 +27%
PTC
631
Private Trust Company
Ohio
$818K +$222K +4,429 +37%
FHA
632
First Horizon Advisors
Tennessee
$815K -$3.07M -61,155 -79%
ERIC
633
Eagle Rock Investment Company
Georgia
$811K – – –
PA
634
Pinnacle Associates
New York
$808K -$174K -3,467 -18%
KFS
635
Kelly Financial Services
Massachusetts
$805K +$806K +16,052 New
RWA
636
Redmont Wealth Advisors
Illinois
$797K -$1.5M -29,841 -65%
SFG
637
Sterling Financial Group
California
$794K -$18.1M -360,817 -96%
BWM
638
Brown Wealth Management
Illinois
$790K +$791K +15,754 New
CWM
639
Centurion Wealth Management
Virginia
$785K -$2.59M -51,543 -77%
APW
640
Acima Private Wealth
Virginia
$784K +$250K +4,979 +47%
TFA
641
Tobias Financial Advisors
Florida
$782K -$264K -5,252 -25%
BCM
642
Birch Capital Management
Texas
$780K +$193K +3,838 +33%
PGF
643
Plan Group Financial
Oklahoma
$778K +$779K +15,525 New
WIA
644
Westbourne Investment Advisors
Maryland
$774K -$150K -2,994 -16%
RBFC
645
Roman Butler Fullerton & Co
Missouri
$768K +$16.6K +330 +2%
SRC
646
Shufro Rose & Co
New York
$768K +$160K +3,193 +26%
PGAM
647
Princeton Global Asset Management
New Jersey
$759K +$753 +15 +0.1%
AIM
648
Alhambra Investment Management
Florida
$757K – – –
EWMCB
649
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$757K -$509K -10,137 -40%
GFS
650
GYL Financial Synergies
Connecticut
$755K +$756K +15,064 New
24 25
26
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