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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
651
Wealth Dimensions Group
Ohio
$396K – – –
AWM
652
Avaii Wealth Management
Wisconsin
$395K -$55.9K -1,110 -12%
CS
653
Credit Suisse
Switzerland
$395K -$2.92K -58 -0.7%
CBFP
654
Cedar Brook Financial Partners
Ohio
$395K +$395K +7,850 New
BFS
655
Bickling Financial Services
Massachusetts
$393K -$84.6K -1,679 -18%
SWA
656
Strategies Wealth Advisors
Michigan
$390K -$223K -4,424 -36%
SAM
657
Secure Asset Management
Michigan
$384K +$13.4K +266 +4%
CWM
658
Curi Wealth Management
North Carolina
$381K +$72.7K +1,443 +24%
AF
659
Affiance Financial
Minnesota
$368K -$3.3M -65,484 -90%
RPSA
660
Richard P. Slaughter Associates
Texas
$367K +$101K +2,000 +38%
RMAM
661
Raab & Moskowitz Asset Management
New Jersey
$364K – – –
PG
662
Proffitt & Goodson
Tennessee
$360K -$446K -8,863 -55%
BWFA
663
Baltimore-Washington Financial Advisors
Maryland
$358K +$856 +17 New
SCM
664
Sterneck Capital Management
Missouri
$355K -$4.03K -80 -1%
OWP
665
Obermeyer Wealth Partners
Colorado
$353K – – –
EVM
666
Eaton Vance Management
Massachusetts
$352K +$353K +7,000 New
BRA
667
Biechele Royce Advisors
Indiana
$351K -$97.2K -1,930 -22%
CRWM
668
Castle Rock Wealth Management
California
$351K +$101 +2 +0%
ESB
669
Essex Savings Bank
Connecticut
$348K +$76.2K +1,512 +28%
CBB
670
Citizens Business Bank
California
$348K +$140K +2,780 +67%
FHA
671
First Horizon Advisors
Tennessee
$341K -$345K -6,858 -50%
HWA
672
Heartwood Wealth Advisors
Virginia
$341K -$46.7K -927 -12%
TWM
673
Titus Wealth Management
California
$341K +$111K +2,200 +48%
WMP
674
Wealth Management Partners
Arizona
$340K – – –
AWM
675
Accurate Wealth Management
Florida
$340K +$341K +6,773 New
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