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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Evermay Wealth Management
Virginia
$47.1M -$1.73M -34,338 -4%
SLF
52
Sun Life Financial
Ontario, Canada
$46.7M
SI
53
Stephens Inc
Arkansas
$45.8M +$9.93M +197,502 +28%
MA
54
Montag & Associates
Georgia
$45.8M -$3.55M -70,721 -7%
M1FG
55
Mach-1 Financial Group
Arkansas
$44.9M +$44.8K +892 New
CW
56
Connectus Wealth
Ohio
$43.9M +$3.73M +74,195 +9%
SS
57
Simplicity Solutions
Minnesota
$43.2M +$43.2M +858,899 New
BFG
58
Bleakley Financial Group
New Jersey
$43M +$1.59M +31,734 +4%
AA
59
Acorns Advisers
California
$42.8M +$387K +7,705 +0.9%
TWM
60
TMD Wealth Management
Arizona
$42.1M +$29.2M +581,948 +228%
LI
61
LVZ Inc
Michigan
$42M +$2.74M +54,570 +7%
QCG
62
Quadrant Capital Group
Ohio
$40.1M +$367K +7,312 +0.9%
AF
63
Allworth Financial
California
$39.7M -$5.07M -100,893 -11%
AOWM
64
Alpha Omega Wealth Management
Virginia
$37.4M +$1.08M +21,522 +3%
TNBTD
65
Trustmark National Bank Trust Department
Mississippi
$37M -$2.97M -59,146 -7%
BPWM
66
Badgley Phelps Wealth Managers
Washington
$36.8M +$1.77M +35,163 +5%
State of Tennessee, Department of Treasury
67
State of Tennessee, Department of Treasury
Tennessee
$35.9M +$33.5M +666,300 +1,427%
AWS
68
Atria Wealth Solutions
New York
$35.6M +$11.8M +235,178 +50%
GG
69
Greenwood Gearhart
Arkansas
$35.1M +$12.3M +243,996 +54%
Renaissance Technologies
70
Renaissance Technologies
New York
$34.7M +$34.7M +689,700 New
I
71
INVST
Indiana
$34.7M -$19M -377,291 -35%
BIAS
72
Beacon Investment Advisory Services
New Jersey
$34M -$3.78M -75,206 -10%
LGA
73
Lebenthal Global Advisors
New York
$33.9M +$12.6M +249,928 +59%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$33.1M +$639K +12,715 +2%
CFG
75
Citizens Financial Group
Rhode Island
$33M -$8.93M -177,602 -21%