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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
RBFC
701
Roman Butler Fullerton & Co
Missouri
$540K -$255K -5,083 -32%
CSIA
702
Charles Schwab Investment Advisory
California
$539K +$184K +3,661 +52%
TPWM
703
Twelve Points Wealth Management
Massachusetts
$534K – – –
AP
704
Atwood & Palmer
Missouri
$534K – – –
ES
705
ETF Store
Kansas
$532K +$220K +4,382 +71%
GFS
706
GYL Financial Synergies
Connecticut
$529K -$346K -6,886 -40%
BWM
707
BCGM Wealth Management
Indiana
$523K +$39K +777 +8%
CWS
708
Confluence Wealth Services
Pennsylvania
$523K -$48.6K -969 -9%
MTWM
709
Masso Torrence Wealth Management
New Jersey
$522K -$1.08M -21,508 -67%
KCFA
710
Key Client Fiduciary Advisors
New Jersey
$521K -$42K -838 -7%
LCWP
711
Legacy Capital Wealth Partners
Arkansas
$520K -$3.16K -63 -0.6%
GWM
712
GSB Wealth Management
Connecticut
$507K +$94.6K +1,886 +23%
UW
713
Unique Wealth
Florida
$505K -$1.22M -24,388 -71%
TWC
714
TD Waterhouse Canada
Ontario, Canada
$504K +$391K +7,799 +531%
GC
715
Gratus Capital
Georgia
$501K -$208K -4,136 -29%
CWM
716
Centurion Wealth Management
Virginia
$498K -$11K -220 -2%
SMC
717
Smith, Moore & Co
Missouri
$497K +$497K +9,898 New
IIM
718
InTrack Investment Management
Vermont
$496K -$43.2K -861 -8%
SNB
719
Security National Bank
Nebraska
$495K +$29.5K +588 +6%
LW
720
Linscomb Wealth
Texas
$489K -$35.7K -711 -7%
QPWM
721
Quadrant Private Wealth Management
Pennsylvania
$489K +$68.5K +1,365 +16%
DPI
722
Diversified Portfolios Inc
Michigan
$487K +$487K +9,697 New
CA
723
CoreCap Advisors
Michigan
$483K -$9.73M -193,829 -95%
BWM
724
Birchcreek Wealth Management
Ohio
$471K -$81.2K -1,619 -15%
GAM
725
GEM Asset Management
Michigan
$470K – – –
27 28
29
30 31