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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
726
BCGM Wealth Management
Indiana
$473K -$7.98K -158 -2%
TCA
727
Transcend Capital Advisors
New Jersey
$472K – – –
RFA
728
Rollins Financial Advisors
New York
$471K +$469K +9,281 New
HIM
729
Harbour Investment Management
Washington
$467K +$465K +9,200 New
NC
730
NewSquare Capital
Pennsylvania
$461K +$23.4K +464 +5%
CI
731
CPR Investments
Michigan
$460K -$157K -3,107 -26%
RSWM
732
Robertson Stephens Wealth Management
California
$460K -$26.3K -520 -5%
WS
733
Wedbush Securities
California
$458K -$240K -4,757 -34%
CFGS
734
Concourse Financial Group Securities
Alabama
$457K -$13.5K -268 -3%
AWM
735
Avaii Wealth Management
Wisconsin
$449K -$111K -2,191 -20%
MKW
736
Mullaney, Keating & Wright
Connecticut
$448K +$447K +8,837 New
LLWM
737
Life Line Wealth Management
California
$448K +$5.91K +117 +1%
BAM
738
Belpointe Asset Management
Nevada
$442K -$1.35M -26,801 -75%
HFS
739
Horizon Financial Services
North Carolina
$440K -$68.4K -1,354 -14%
AFG
740
Albion Financial Group
Utah
$439K -$17.7M -350,877 -98%
MC
741
Moors & Cabot
Massachusetts
$433K +$51.4K +1,018 +14%
AC
742
AIFG Consultants
New York
$433K +$431K +8,530 New
CB
743
Cadence Bank
Mississippi
$431K – – –
SFC
744
Strategic Financial Concepts
Texas
$431K -$16.9M -335,132 -98%
SPFA
745
Summit Place Financial Advisors
New Jersey
$429K +$101 +2 +0%
SG
746
StoneX Group
New York
$426K +$116K +2,304 +38%
LSA
747
L & S Advisors
California
$424K -$28.8K -570 -6%
KW
748
KWB Wealth
California
$422K +$40.3K +797 +11%
BWM
749
BlackDiamond Wealth Management
New York
$416K +$24.8K +491 +6%
FGA
750
Fortis Group Advisors
New Jersey
$414K +$56.7K +1,123 +16%
28 29
30
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