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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
726
Stratos Investment Management
Ohio
$836K +$85.8K +1,699 +11%
PA
727
PFG Advisors
Arizona
$836K +$833K +16,498 New
GSIS
728
Global Strategic Investment Solutions
Arizona
$827K -$22.8K -452 -3%
BFG
729
Bleakley Financial Group
New Jersey
$822K -$38.9K -770 -5%
RIA
730
Regal Investment Advisors
Michigan
$822K -$115K -2,267 -12%
AF
731
Affiance Financial
Minnesota
$821K -$11.3K -224 -1%
LCM
732
Lunt Capital Management
Utah
$818K -$20.2K -400 -2%
CWAF
733
Core Wealth Advisors (Florida)
Florida
$818K – – –
NFG
734
Nations Financial Group
Iowa
$818K -$273K -5,397 -25%
FF
735
Financial Futures
New Jersey
$811K +$808K +16,006 New
CMMS
736
Comprehensive Money Management Services
Florida
$811K +$303K +6,000 +60%
ERIC
737
Eagle Rock Investment Company
Georgia
$810K – – –
HW
738
HORAN Wealth
Ohio
$804K +$801K +15,859 New
TCWM
739
Total Clarity Wealth Management
Illinois
$802K +$234K +4,631 +41%
EAM
740
Everstar Asset Management
North Carolina
$798K +$236K +4,672 +42%
SFG
741
Sowa Financial Group
Rhode Island
$784K +$782K +15,473 New
MSWMA
742
Market Street Wealth Management Advisors
Indiana
$781K -$483K -9,572 -38%
BFA
743
Beaumont Financial Advisors
Massachusetts
$780K +$28.9K +572 +4%
NCM
744
Northwest Capital Management
Oregon
$772K -$116K -2,306 -13%
PWA
745
Prairie Wealth Advisors
Nebraska
$769K -$48.7K -965 -6%
RFA
746
Resurgent Financial Advisors
Georgia
$765K +$150K +2,976 +25%
CWMK
747
Caliber Wealth Management (Kansas)
Kansas
$762K -$68.7K -1,361 -8%
SAF
748
Smith Anglin Financial
Texas
$761K -$209K -4,133 -22%
LWM
749
Lighthouse Wealth Management
Ohio
$759K +$159K +3,146 +27%
PGAM
750
Princeton Global Asset Management
New Jersey
$754K +$202 +4 +0%
28 29
30
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