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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
676
Williams Jones Wealth Management
New York
$623K – – –
RCG
677
Regatta Capital Group
California
$618K -$703K -14,012 -53%
PCG
678
Prosperity Consulting Group
Maryland
$613K -$4.51M -89,892 -88%
FA
679
FDx Advisors
Illinois
$612K -$59.5K -1,185 -9%
IPAM
680
Investment Partners Asset Management
New Jersey
$609K +$608K +12,124 New
GPA
681
Guerra Pan Advisors
New Jersey
$607K +$34.1K +679 +6%
RJT
682
Raymond James Trust
Florida
$603K -$116K -2,320 -16%
AFS
683
Access Financial Services
Minnesota
$601K +$8.68K +173 +1%
HS
684
Horan Securities
United States
$597K -$45.6K -909 -7%
GPWA
685
Great Point Wealth Advisors
Massachusetts
$595K +$258K +5,137 +77%
PWA
686
Pillar Wealth Advisors
Pennsylvania
$593K +$71.4K +1,423 +14%
BFW
687
Brady Family Wealth
Missouri
$587K +$1.76K +35 +0.3%
FAG
688
Financial Advisory Group
Texas
$576K -$411K -8,200 -42%
BBW
689
Blue Barn Wealth
Utah
$571K -$431K -8,597 -43%
CGA
690
Crescent Grove Advisors
Illinois
$568K -$513K -10,222 -48%
CAG
691
Csenge Advisory Group
Florida
$567K -$97.4K -1,941 -15%
QWM
692
Quaker Wealth Management
New Jersey
$566K -$10.8K -216 -2%
ACA
693
Atlas Capital Advisors
Wyoming
$566K +$565K +11,261 New
PA
694
Prossimo Advisors
California
$565K – – –
QFA
695
Quattro Financial Advisors
Texas
$561K -$1.74M -34,690 -100%
PWM
696
Prentice Wealth Management
New York
$556K +$217K +4,333 +64%
Brown Advisory
697
Brown Advisory
Maryland
$553K +$250K +4,985 +83%
NFG
698
Nations Financial Group
Iowa
$553K -$158K -3,143 -22%
NB
699
NBT Bank
New York
$543K – – –
PB
700
Pinnacle Bancorp
Nebraska
$542K -$32.1K -640 -6%