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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
LOIP
701
Live Oak Investment Partners
Texas
$843K – – –
KCFA
702
Key Client Fiduciary Advisors
New Jersey
$833K -$12.1K -240 -1%
BCA
703
Ballentine Capital Advisors
South Carolina
$822K +$503K +9,962 +157%
ERIC
704
Eagle Rock Investment Company
Georgia
$815K – – –
PIA
705
Pinion Investment Advisors
Kansas
$808K -$58.3K -1,154 -7%
TPA
706
Trivium Point Advisory
Connecticut
$806K +$13K +258 +2%
PP
707
Patten & Patten
Tennessee
$801K +$57.9K +1,146 +8%
HCA
708
Horan Capital Advisors
Ohio
$798K -$22.7K -450 -3%
MIS
709
Morningstar Investment Services
Illinois
$798K -$15M -297,712 -95%
BFF
710
Byrne Financial Freedom
Massachusetts
$793K +$796K +15,753 New
CWAF
711
Core Wealth Advisors (Florida)
Florida
$791K +$99.9K +1,979 +14%
BAS
712
Brueske Advisory Services
Washington
$784K +$786K +15,563 New
VCM
713
Virtue Capital Management
Tennessee
$782K +$105K +2,070 +15%
RIA
714
Regal Investment Advisors
Michigan
$775K +$74.4K +1,474 +11%
PGAM
715
Princeton Global Asset Management
New Jersey
$769K +$152 +3 +0%
RBFC
716
Roman Butler Fullerton & Co
Missouri
$761K -$14.6K -289 -2%
PAM
717
PCG Asset Management
New Jersey
$757K +$759K +15,020 New
FA
718
Fiduciary Alliance
South Carolina
$751K +$128K +2,535 +20%
RIA
719
Realta Investment Advisors
Delaware
$745K +$88.1K +1,744 +13%
LSPW
720
Lake Street Private Wealth
Illinois
$744K -$15.2K -301 -2%
ATC
721
Argent Trust Co
Tennessee
$739K – – –
MSAM
722
Moloney Securities Asset Management
Missouri
$739K +$11.3K +224 +2%
PWM
723
Prentice Wealth Management
New York
$736K +$502K +9,937 +212%
OFS
724
OneAscent Financial Services
Alabama
$731K +$730K +14,454 New
LSIA
725
LaSalle St. Investment Advisors
Illinois
$721K +$39.2K +776 +6%
27 28
29
30 31