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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
701
Fort Point Capital Partners
California
$569K -$610K -12,119 -52%
SWM
702
StoneCrest Wealth Management
Arizona
$569K -$156K -3,102 -22%
PA
703
Prossimo Advisors
California
$568K – – –
RFA
704
Resurgent Financial Advisors
Georgia
$564K +$76.8K +1,525 +16%
AWM
705
Avaii Wealth Management
Wisconsin
$557K +$23.2K +460 +4%
RW
706
RVW Wealth
California
$555K -$226K -4,496 -29%
TW
707
Transform Wealth
Colorado
$551K +$10.1K +200 +2%
DWM
708
Drive Wealth Management
Utah
$550K -$83.4K -1,657 -13%
TPA
709
Trivium Point Advisory
Connecticut
$548K +$547K +10,853 New
SFG
710
Sowa Financial Group
Rhode Island
$547K -$294K -5,840 -35%
BEAM
711
Baker Ellis Asset Management
Washington
$546K -$75.5K -1,500 -12%
ZIMP
712
Zimmermann Investment Management & Planning
Pennsylvania
$544K -$1.4M -27,880 -72%
SCM
713
Saxony Capital Management
Missouri
$541K +$540K +10,715 New
AP
714
Atwood & Palmer
Missouri
$536K – – –
PWM
715
Prosperity Wealth Management
California
$528K -$505K -10,030 -49%
LCWP
716
Legacy Capital Wealth Partners
Arkansas
$520K +$519K +10,300 New
WI
717
Wintrust Investments
Illinois
$519K +$114K +2,263 +28%
MTWM
718
Masso Torrence Wealth Management
New Jersey
$513K -$11K -218 -2%
BFG
719
Bleakley Financial Group
New Jersey
$510K +$192K +3,821 +61%
SW
720
Simplicity Wealth
New Jersey
$510K +$192K +3,821 +61%
FIC
721
Family Investment Center
Missouri
$509K -$83.1K -1,651 -14%
HFS
722
Horizon Financial Services
North Carolina
$506K -$119K -2,365 -19%
GC
723
Gratus Capital
Georgia
$500K -$13.7K -272 -3%
MC
724
Middleton & Co
Massachusetts
$495K +$494K +9,807 New
GPA
725
Guerra Pan Advisors
New Jersey
$493K – – –
27 28
29
30 31