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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
676
Consolidated Planning Corp
Georgia
$366K +$367K +7,310 New
PWP
677
Principle Wealth Partners
Connecticut
$364K -$396K -7,888 -52%
1WM
678
1900 Wealth Management
Texas
$357K +$24.8K +495 +7%
ESB
679
Essex Savings Bank
Connecticut
$356K +$10K +200 +3%
VIM
680
Vista Investment Management
Pennsylvania
$356K +$357K +7,108 New
PFGIA
681
Patriot Financial Group Insurance Agency
Massachusetts
$352K +$85K +1,694 +32%
PFO
682
Pathstone Family Office
New Jersey
$351K +$351K +7,000 New
CRWM
683
Castle Rock Wealth Management
California
$350K +$251 +5 +0.1%
LF
684
Lee Financial
Texas
$350K +$22.1K +441 +7%
SLWA
685
San Luis Wealth Advisors
California
$349K -$61.4K -1,223 -15%
BWM
686
BCGM Wealth Management
Indiana
$345K -$99.6K -1,985 -22%
LAS
687
LWM Advisory Services
Florida
$345K +$345K +6,881 New
PG
688
Patten Group
Tennessee
$344K +$71.3K +1,421 +26%
CFD
689
Creative Financial Designs
Indiana
$340K -$126K -2,509 -27%
HWA
690
Heartwood Wealth Advisors
Virginia
$340K – – –
RWP
691
Revolve Wealth Partners
New Jersey
$337K – – –
FHB
692
First Hawaiian Bank
Hawaii
$327K -$2.31K -46 -0.7%
PFA
693
Plotkin Financial Advisors
Maryland
$325K -$78.3K -1,561 -19%
QWM
694
Quaker Wealth Management
New Jersey
$322K -$259K -5,168 -45%
WMP
695
Wealth Management Partners
Arizona
$320K -$50.2K -1,000 -14%
MA
696
MJP Associates
Connecticut
$317K -$104K -2,076 -25%
CA
697
Calton & Associates
Florida
$313K -$476K -9,484 -60%
HKAM
698
Horizon Kinetics Asset Management
New York
$313K -$158K -3,151 -34%
CFO
699
Collective Family Office
Pennsylvania
$313K -$133K -2,660 -30%
CWM
700
Curi Wealth Management
North Carolina
$313K -$67.2K -1,340 -18%
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