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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
701
Horizon Kinetics Asset Management
New York
$313K -$158K -3,151 -34%
CFO
702
Collective Family Office
Pennsylvania
$313K -$133K -2,660 -30%
CWM
703
Curi Wealth Management
North Carolina
$313K -$67.2K -1,340 -18%
PG
704
Proffitt & Goodson
Tennessee
$312K -$46.9K -934 -13%
GDP
705
Great Diamond Partners
Maine
$308K +$309K +6,160 New
CCA
706
Childress Capital Advisors
Texas
$306K – – –
MF
707
Manchester Financial
California
$304K -$9.03K -180 -3%
NFSG
708
Newbridge Financial Services Group
Florida
$304K -$201 -4 -0.1%
FFA
709
Founders Financial Alliance
North Carolina
$302K +$303K +6,032 New
AWM
710
Avondale Wealth Management
Texas
$301K – – –
CS
711
Credit Suisse
Switzerland
$299K -$94.8K -1,890 -24%
ACM
712
Anfield Capital Management
California
$299K +$7.98K +159 +3%
LGWM
713
Litman Gregory Wealth Management
California
$299K +$300K +5,970 New
PGF
714
Plan Group Financial
Oklahoma
$299K +$300K +5,983 New
BFWA
715
Benchmark Financial Wealth Advisors
Florida
$298K +$602 +12 +0.2%
EWM
716
EPG Wealth Management
Georgia
$296K -$177K -3,533 -37%
TDC
717
Thompson Davis & Co
Virginia
$290K -$178K -3,550 -38%
BRA
718
Biechele Royce Advisors
Indiana
$290K -$60K -1,195 -17%
RF
719
Resolute Financial
Massachusetts
$288K +$602 +12 +0.2%
GT
720
Glenview Trust
Kentucky
$287K – – –
SPFA
721
Summit Place Financial Advisors
New Jersey
$285K -$208K -4,150 -42%
CWM
722
Connecticut Wealth Management
Connecticut
$282K +$283K +5,632 New
CAMG
723
CWA Asset Management Group
Florida
$276K +$277K +5,515 New
LAS
724
Lloyd Advisory Services
Georgia
$273K -$5.3M -105,641 -95%
RA
725
Riverstone Advisors
Texas
$273K – – –