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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
701
Cedar Brook Financial Partners
Ohio
$381K -$200K -3,996 -34%
HWA
702
Heartwood Wealth Advisors
Virginia
$380K +$39.4K +785 +12%
LNWWM
703
Laird Norton Wetherby Wealth Management
California
$366K -$79.8K -1,592 -18%
BFG
704
Berger Financial Group
Minnesota
$366K +$366K +7,294 New
CIAS
705
CFS Investment Advisory Services
New Jersey
$366K +$17.6M +350,578 +2,312%
CF
706
Centaurus Financial
California
$365K +$365K +7,277 New
SIM
707
Stratos Investment Management
Ohio
$361K -$182K -3,635 -34%
KCM
708
Kathmere Capital Management
Pennsylvania
$359K -$449K -8,966 -56%
DY
709
Dowling & Yahnke
California
$359K +$358K +7,151 New
ESB
710
Essex Savings Bank
Connecticut
$356K – – –
IAP
711
Indie Asset Partners
Indiana
$350K -$77.2K -1,540 -18%
1WM
712
1900 Wealth Management
Texas
$348K -$9.78K -195 -3%
HKIMG
713
Hutchens & Kramer Investment Management Group
Indiana
$348K +$349K +6,956 New
BWM
714
BCGM Wealth Management
Indiana
$343K -$1.4K -28 -0.4%
TB
715
Terril Brothers
Missouri
$340K -$18.4M -367,095 -98%
CWM
716
Curi Wealth Management
North Carolina
$338K +$24.5K +489 +8%
FAAM
717
First Ascent Asset Management
Colorado
$337K +$95.7K +1,909 +40%
BWM
718
Baystate Wealth Management
Massachusetts
$337K +$139K +2,771 +70%
CFO
719
Collective Family Office
Pennsylvania
$336K +$22.9K +456 +7%
CPC
720
Consolidated Planning Corp
Georgia
$335K -$31.9K -637 -9%
BF
721
Brooklyn FI
New York
$331K +$228K +4,543 +222%
EWMCB
722
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$328K -$49.6K -990 -13%
FHB
723
First Hawaiian Bank
Hawaii
$328K – – –
ECM
724
Evergreen Capital Management
Washington
$319K -$137K -2,740 -30%
HIMC
725
Heritage Investors Management Corp
Maryland
$319K +$318K +6,350 New
27 28
29
30 31