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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
651
Redwood Financial Network
Ohio
$755K +$196K +3,909 +35%
DWM
652
Drive Wealth Management
Utah
$755K -$211K -4,212 -22%
BFG
653
Bleakley Financial Group
New Jersey
$752K -$2.63M -52,481 -78%
SS
654
Simplicity Solutions
Minnesota
$752K -$2.63M -52,481 -78%
GF
655
Gries Financial
Ohio
$749K +$291K +5,803 +64%
HFS
656
Horizon Financial Services
North Carolina
$735K -$50.6K -1,008 -6%
SWC
657
Spectrum Wealth Counsel
Indiana
$722K +$721K +14,376 New
ICP
658
Interchange Capital Partners
Pennsylvania
$711K +$159K +3,167 +25%
CPW
659
Catalyst Private Wealth
California
$708K – – –
AIM
660
Alhambra Investment Management
Florida
$704K -$12.5K -250 -2%
SWM
661
StoneCrest Wealth Management
Arizona
$700K +$700K +13,943 New
SC
662
Sapient Capital
Indiana
$700K +$696K +13,873 New
GSIAS
663
Garden State Investment Advisory Services
New Jersey
$690K -$19.5K -388 -3%
ETIA
664
Epic Trust Investment Advisors
Washington
$689K -$58.5K -1,166 -8%
CBFP
665
Cedar Brook Financial Partners
Ohio
$686K +$155K +3,084 +29%
CWAF
666
Core Wealth Advisors (Florida)
Florida
$681K – – –
BMA
667
Brooks Moore & Associates
Tennessee
$676K -$406K -8,100 -38%
RIA
668
Regal Investment Advisors
Michigan
$675K +$67.1K +1,338 +11%
TFA
669
TPG Financial Advisors
Oregon
$670K +$128K +2,546 +24%
PCA
670
Pallas Capital Advisors
Massachusetts
$662K – – –
TW
671
Transform Wealth
Colorado
$656K -$151K -3,016 -19%
APP
672
Avantax Planning Partners
Iowa
$647K -$144K -2,871 -18%
MFG
673
Merit Financial Group
Georgia
$645K +$379K +7,544 +142%
NC
674
NewSquare Capital
Pennsylvania
$639K -$8.88K -177 -1%
TFA
675
Tobias Financial Advisors
Florida
$631K -$152K -3,020 -19%
25 26
27
28 29