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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
676
Realta Investment Advisors
Delaware
$443K -$23.4K -467 -5%
CRWM
677
Castle Rock Wealth Management
California
$443K +$92.5K +1,846 +26%
BWM
678
Benchmark Wealth Management
Connecticut
$442K -$79.8K -1,592 -15%
CP
679
Covenant Partners
Tennessee
$442K -$5.31K -106 -1%
RA
680
Rise Advisors
New York
$442K +$440K +8,781 +23,732%
WWA
681
WCG Wealth Advisors
Nevada
$430K -$89.5K -1,785 -17%
BWP
682
Balboa Wealth Partners
Arizona
$430K +$429K +8,568 New
ACM
683
Anfield Capital Management
California
$428K +$129K +2,578 +43%
CFAM
684
Center For Asset Management
Florida
$428K +$428K +8,530 New
MC
685
Moors & Cabot
Massachusetts
$423K -$85.1K -1,698 -17%
CWA
686
Clarity Wealth Advisors
California
$423K – – –
CC
687
Callan Capital
California
$422K +$175K +3,499 +71%
BCA
688
Bay Colony Advisors
Massachusetts
$418K +$25.7K +512 +7%
CFA
689
Compass Financial Advisors
Indiana
$414K – – –
LWM
690
Ledge Wealth Management
Minnesota
$412K – – –
VFIC
691
Valley Forge Investment Consultants
Pennsylvania
$405K – – –
BBA
692
Braun-Bostich & Associates
Pennsylvania
$404K -$1.2K -24 -0.3%
NB
693
NBT Bank
New York
$404K +$136K +2,710 +51%
KOC
694
Koss-Olinger Consulting
Florida
$404K +$404K +8,053 New
CFD
695
Creative Financial Designs
Indiana
$402K +$61.1K +1,219 +18%
EWM
696
EPG Wealth Management
Georgia
$396K +$100K +2,000 +34%
MPW
697
MGO Private Wealth
California
$396K +$396K +7,901 New
WDG
698
Wealth Dimensions Group
Ohio
$395K – – –
CFGS
699
Concourse Financial Group Securities
Alabama
$394K +$121K +2,405 +44%
MFG
700
Menard Financial Group
Texas
$391K – – –
26 27
28
29 30