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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
701
PDS Planning
Ohio
$1.18M +$30K +594 +3%
BWG
702
Beta Wealth Group
California
$1.16M +$386K +7,632 +50%
RIA
703
Realta Investment Advisors
Delaware
$1.13M +$102K +2,016 +10%
AW
704
Alteri Wealth
California
$1.11M +$72.9K +1,443 +7%
NA
705
Nordwand Advisors
Pennsylvania
$1.09M +$35.4K +700 +3%
EIP
706
Essential Investment Partners
Colorado
$1.09M -$104K -2,050 -9%
OFS
707
OneAscent Financial Services
Alabama
$1.08M -$75K -1,484 -6%
RFS
708
RM Financial Services
Maine
$1.08M – – –
RBC
709
Roble Belko & Company
Pennsylvania
$1.08M -$10.1K -199 -0.9%
DWM
710
Daner Wealth Management
Georgia
$1.08M -$36.6K -725 -3%
WSFG
711
Wall Street Financial Group
Illinois
$1.08M -$45.1K -893 -4%
SS
712
SBI Securities
Japan
$1.08M -$142K -2,808 -12%
PWG
713
Portside Wealth Group
Utah
$1.07M +$33.6K +665 +3%
CRWM
714
Castle Rock Wealth Management
California
$1.06M -$256K -5,061 -19%
SAI
715
Savvy Advisors Inc
New York
$1.05M +$844K +16,705 +402%
GCM
716
Generation Capital Management
New York
$1.05M -$32.8K -650 -3%
KP
717
Keel Point
Alabama
$1.05M +$197K +3,904 +23%
BFS
718
BridgePort Financial Solutions
Iowa
$1.05M +$731K +14,464 +232%
TFO
719
Tarbox Family Office
California
$1.05M -$90.1K -1,783 -8%
LI
720
LifeWealth Investments
Florida
$1.03M -$38.5K -763 -4%
PBF
721
Petix & Botte Financial
California
$1.02M +$511K +10,117 +100%
CAL
722
Capital Analysts LLC
Pennsylvania
$1.02M +$133K +2,637 +15%
NFG
723
Nations Financial Group
Iowa
$1.02M +$390K +7,717 +62%
SW
724
SteelPeak Wealth
California
$1.01M +$295K +5,840 +41%
PPC
725
Park Place Capital
Alabama
$1.01M -$117K -2,311 -10%
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