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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
676
Montecito Bank & Trust
California
$651K -$24.6K -487 -4%
IPAM
677
Investment Partners Asset Management
New Jersey
$649K +$38.9K +770 +6%
FFA
678
First Foundation Advisors
California
$645K -$621K -12,292 -49%
EAM
679
Empirical Asset Management
Massachusetts
$641K +$51 +1 +0%
E
680
ETFidea
New York
$640K -$261K -5,166 -29%
LPAM
681
Lodestar Private Asset Management
California
$636K -$44.1K -873 -7%
WOSD
682
WFA of San Diego
California
$634K -$211K -4,166 -25%
WJWM
683
Williams Jones Wealth Management
New York
$629K – – –
FA
684
Fiduciary Alliance
South Carolina
$628K -$35.7K -707 -5%
AWC
685
Adamsbrown Wealth Consultants
Kansas
$614K +$343K +6,793 +128%
AIM
686
Alhambra Investment Management
Florida
$612K -$63.2K -1,250 -9%
SWM
687
Seed Wealth Management
Illinois
$609K +$606K +12,000 New
BMWM
688
Brown Miller Wealth Management
Virginia
$609K -$269K -5,324 -31%
PCA
689
Pallas Capital Advisors
Massachusetts
$607K -$10.5K -207 -2%
TFA
690
Tobias Financial Advisors
Florida
$604K -$31.7K -627 -5%
SAM
691
SignalPoint Asset Management
Missouri
$596K +$22.5K +446 +4%
WP
692
WealthShield Partners
North Carolina
$592K -$32.9K -651 -5%
AWM
693
Atticus Wealth Management
Florida
$591K -$3.72M -73,706 -86%
RFN
694
Redwood Financial Network
Ohio
$587K -$47K -931 -7%
FM
695
Family Management
New York
$584K -$1.24M -24,597 -68%
TW
696
Transform Wealth
Colorado
$584K +$29.8K +589 +5%
TCWM
697
Total Clarity Wealth Management
Illinois
$580K -$56.8K -1,125 -9%
RJT
698
Raymond James Trust
Florida
$575K -$44.8K -887 -7%
PA
699
Prossimo Advisors
California
$571K – – –
SIM
700
Stratos Investment Management
Ohio
$558K +$115K +2,285 +26%
26 27
28
29 30