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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
626
Lunt Capital Management
Utah
$865K -$229K -4,568 -21%
CTWM
627
Cherry Tree Wealth Management
Minnesota
$861K +$36.8K +735 +4%
LSPW
628
Lake Street Private Wealth
Illinois
$854K -$698K -13,929 -45%
CCP
629
Clarkston Capital Partners
Michigan
$853K – – –
SIAP
630
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$851K -$153K -3,050 -15%
BWP
631
Balboa Wealth Partners
Arizona
$849K +$289K +5,771 +52%
TFA
632
Teamwork Financial Advisors
Texas
$844K -$347K -6,933 -29%
GDP
633
Great Diamond Partners
Maine
$834K +$833K +16,627 New
GC
634
Grimes & Company
Massachusetts
$826K -$114K -2,278 -12%
AWA
635
Arkadios Wealth Advisors
Georgia
$825K +$823K +16,433 New
JCM
636
Jacobi Capital Management
Pennsylvania
$822K +$820K +16,373 New
TCWM
637
Total Clarity Wealth Management
Illinois
$821K -$74.1K -1,478 -8%
MA
638
MONECO Advisors
Connecticut
$821K -$5.56K -111 -0.7%
ERIC
639
Eagle Rock Investment Company
Georgia
$812K – – –
TW
640
Transform Wealth
Colorado
$805K -$138K -2,764 -15%
ACA
641
Ascension Capital Advisors
Texas
$798K -$49.2K -982 -6%
BFAG
642
Blackston Financial Advisory Group
Florida
$796K +$53K +1,058 +7%
RBFC
643
Roman Butler Fullerton & Co
Missouri
$791K +$23.5K +469 +3%
APP
644
Avantax Planning Partners
Iowa
$790K -$135K -2,692 -15%
BONH
645
Bank of New Hampshire
New Hampshire
$790K -$49.4K -985 -6%
SRC
646
Shufro Rose & Co
New York
$787K +$18.3K +366 +2%
HFS
647
Horizon Financial Services
North Carolina
$785K +$31.5K +629 +4%
APW
648
Acima Private Wealth
Virginia
$784K – – –
TFA
649
Tobias Financial Advisors
Florida
$782K – – –
AG
650
Ascent Group
Virginia
$777K -$213K -4,257 -22%
24 25
26
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