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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
651
NewSquare Capital
Pennsylvania
$1.23M +$750K +14,838 +158%
TFA
652
TPG Financial Advisors
Oregon
$1.21M -$74.9K -1,483 -6%
WCM
653
WealthTrak Capital Management
Virginia
$1.21M +$62.4K +1,236 +5%
LA
654
Latitude Advisors
Florida
$1.2M -$329K -6,523 -22%
PAM
655
PCG Asset Management
New Jersey
$1.2M +$438K +8,680 +58%
PBF
656
Petix & Botte Financial
California
$1.19M -$239K -4,734 -17%
LFA
657
Laraway Financial Advisors
Minnesota
$1.18M +$178K +3,522 +18%
BTWM
658
Baker Tilly Wealth Management
Wisconsin
$1.17M +$39.8K +788 +4%
TWM
659
TriaGen Wealth Management
California
$1.16M -$80K -1,584 -6%
ICM
660
IMS Capital Management
Oregon
$1.16M -$150K -2,962 -11%
FHC
661
First Heartland Consultants
Missouri
$1.15M +$221K +4,381 +24%
NFP
662
Narus Financial Partners
Utah
$1.14M -$242K -4,798 -18%
MFG
663
Mosaic Financial Group
Illinois
$1.14M – – –
CTWM
664
Cherry Tree Wealth Management
Minnesota
$1.11M +$73.9K +1,463 +7%
NCM
665
Nelson Capital Management
California
$1.11M -$18.9K -374 -2%
CWS
666
Confluence Wealth Services
Pennsylvania
$1.11M +$146K +2,900 +15%
RF
667
Rossby Financial
Florida
$1.1M +$1.1M +21,744 New
NFG
668
Nations Financial Group
Iowa
$1.09M +$67.4K +1,334 +7%
HCM
669
Hicks Capital Management
Ohio
$1.09M +$1.08M +21,460 New
SFG
670
Seamount Financial Group
Colorado
$1.08M -$20K -395 -2%
AAS
671
Asset Allocation Strategies
Michigan
$1.08M +$76.4K +1,512 +8%
FFA
672
Fragasso Financial Advisors
Pennsylvania
$1.07M +$72.4K +1,433 +7%
BFA
673
Blueprint Financial Advisors
North Carolina
$1.05M +$1.04M +20,659 New
AWE
674
Avidian Wealth Enterprises
Texas
$1.04M +$78.8K +1,561 +8%
SPL
675
Smart Portfolios LLC
Washington
$1.04M -$168K -3,330 -14%
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