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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
51
Prospera Financial Services
Texas
$1.4M -$27K -538 -2%
AWM
52
AE Wealth Management
Kansas
$1.36M +$1.36M +27,066 New
WCM
53
Windsor Capital Management
Arizona
$1.34M +$1.01M +20,116 +301%
LA
54
LexAurum Advisors
Kansas
$1.32M +$823K +16,416 +165%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$1.3M +$1.3M +25,922 New
JP Morgan Chase
56
JP Morgan Chase
New York
$1.3M -$6.17M -123,079 -83%
WA
57
Winfield Associates
Ohio
$1.26M +$1.26M +25,160 New
CFD
58
Creative Financial Designs
Indiana
$1.22M +$1.22M +24,418 New
LWA
59
Lowe Wealth Advisors
Maryland
$1.14M +$150K +3,000 +15%
DWM
60
Dakota Wealth Management
Florida
$1.13M +$1.13M +22,530 New
Wells Fargo
61
Wells Fargo
California
$1.01M +$1.02M +20,272 New
WCM
62
Weatherstone Capital Management
Colorado
$896K +$897K +17,886 New
TAT
63
TD Ameritrade Trust
Colorado
$889K -$34.3K -685 -4%
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$832K – – –
HighTower Advisors
65
HighTower Advisors
Illinois
$807K +$179K +3,564 +28%
GI
66
Glovista Investments
New Jersey
$754K +$755K +15,057 New
SG
67
StoneX Group
New York
$752K – – –
FA
68
FCG Advisors
New Jersey
$701K -$926K -18,465 -57%
MA
69
Mutual Advisors
Nebraska
$691K +$140K +2,800 +25%
UBS Group
70
UBS Group
Switzerland
$618K +$619K +12,340 New
WPSG
71
Wealth & Pension Services Group
Georgia
$601K +$602K +12,005 New
IA
72
IFP Advisors
Florida
$583K +$583K +11,632 New
FM
73
Foster & Motley
Ohio
$550K +$550K +10,976 New
AA
74
Ancora Advisors
Ohio
$543K +$136K +2,716 +33%
LFAS
75
Level Four Advisory Services
Texas
$511K +$511K +10,195 New