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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
651
Independent Financial Group
California
$424K +$425K +8,469 New
CWA
652
Clarity Wealth Advisors
California
$423K +$136K +2,711 +47%
MAG
653
MRA Advisory Group
New Jersey
$417K +$417K +8,320 New
CFA
654
Compass Financial Advisors
Indiana
$413K – – –
LWM
655
Ledge Wealth Management
Minnesota
$411K +$412K +8,208 New
CCM
656
Colorado Capital Management
Colorado
$406K -$74.5K -1,484 -15%
BBA
657
Braun-Bostich & Associates
Pennsylvania
$404K -$43.8K -874 -10%
VFIC
658
Valley Forge Investment Consultants
Pennsylvania
$404K – – –
PFPT
659
Pinnacle Financial Partners (Tennessee)
Tennessee
$404K +$405K +8,066 New
KSWA
660
Kathleen S. Wright Associates
Pennsylvania
$403K -$602 -12 -0.1%
FCA
661
FinTrust Capital Advisors
South Carolina
$403K +$92.7K +1,847 +30%
CCIA
662
Cherry Creek Investment Advisors
Colorado
$400K -$17.8K -354 -4%
MWM
663
Maltin Wealth Management
New Jersey
$398K +$803 +16 +0.2%
CP
664
Castleview Partners
Texas
$396K -$4.18M -83,403 -91%
WDG
665
Wealth Dimensions Group
Ohio
$395K – – –
AWM
666
Avaii Wealth Management
Wisconsin
$394K -$50 -1 -0%
BCA
667
Bay Colony Advisors
Massachusetts
$393K +$146K +2,917 +59%
MFG
668
Menard Financial Group
Texas
$391K -$87K -1,735 -18%
CBB
669
Citizens Business Bank
California
$387K +$39.9K +795 +11%
TWM
670
Titus Wealth Management
California
$387K +$47.9K +955 +14%
BFM
671
Boothbay Fund Management
New York
$384K +$385K +7,670 New
EWMCB
672
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$377K -$69.7K -1,390 -16%
WAM
673
Walker Asset Management
Missouri
$376K +$152K +3,031 +68%
PCS
674
Personal CFO Solutions
New Jersey
$375K -$169K -3,368 -31%
F4L
675
Fortune 45 LLC
Louisiana
$366K -$33.4K -666 -8%
25 26
27
28 29