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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
651
Birchcreek Wealth Management
Ohio
$353K +$45.9K +908 +15%
CRWM
652
Castle Rock Wealth Management
California
$352K -$34.3K -679 -9%
BI
653
Bramshill Investments
Florida
$351K -$860 -17 -0.2%
AFM
654
Andesa Financial Management
Pennsylvania
$348K – – –
EWM
655
EPG Wealth Management
Georgia
$348K +$354 +7 +0.1%
WMP
656
Wealth Management Partners
Arizona
$342K -$109K -2,156 -24%
LF
657
Lee Financial
Texas
$339K +$25.3K +500 +8%
BG
658
Benedetti & Gucer
Georgia
$338K -$61.1K -1,208 -15%
PFA
659
Plotkin Financial Advisors
Maryland
$333K +$334K +6,596 New
APW
660
Aurora Private Wealth
New Jersey
$324K -$4.2K -83 -1%
CGH
661
Crossmark Global Holdings
Texas
$323K +$323K +6,395 New
TIM
662
Total Investment Management
Arizona
$319K +$100K +1,976 +46%
SIG
663
Spinnaker Investment Group
California
$317K +$318K +6,280 New
PFGIA
664
Patriot Financial Group Insurance Agency
Massachusetts
$316K +$29.6K +586 +10%
IWC
665
Integrated Wealth Concepts
Massachusetts
$313K -$206K -4,080 -40%
KCM
666
Karp Capital Management
California
$309K +$4.05K +80 +1%
CWM
667
Curi Wealth Management
North Carolina
$309K +$16.8K +333 +6%
CCA
668
Childress Capital Advisors
Texas
$308K – – –
NFSG
669
Newbridge Financial Services Group
Florida
$306K +$11.5K +227 +4%
PA
670
Procyon Advisors
Connecticut
$305K -$5.11M -101,010 -94%
BF
671
BOK Financial
Oklahoma
$305K -$774K -15,308 -72%
AWM
672
Avondale Wealth Management
Texas
$303K – – –
BFIM
673
Beese Fulmer Investment Management
Ohio
$303K – – –
BFWA
674
Benchmark Financial Wealth Advisors
Florida
$300K -$6.95M -137,452 -96%
FFS
675
Founders Financial Securities
Maryland
$300K -$586K -11,586 -66%