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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
726
Fonville Wealth Management
Virginia
$836K +$834K +16,476 New
RSWM
727
Robertson Stephens Wealth Management
California
$835K +$126K +2,483 +18%
NCM
728
Northwest Capital Management
Oregon
$832K +$59.7K +1,180 +8%
PA
729
Parallel Advisors
California
$828K -$25.7K -508 -3%
LCM
730
Lunt Capital Management
Utah
$819K
CWAF
731
Core Wealth Advisors (Florida)
Florida
$819K
ERIC
732
Eagle Rock Investment Company
Georgia
$811K
NFG
733
Nations Financial Group
Iowa
$808K -$10.9K -215 -1%
AF
734
Affiance Financial
Minnesota
$807K -$14.5K -287 -2%
PWG
735
Portside Wealth Group
Utah
$807K +$167K +3,289 +26%
VCP
736
Verus Capital Partners
Arizona
$806K +$330K +6,509 +69%
GWM
737
Gibbs Wealth Management
Georgia
$803K -$43.2K -853 -5%
WPW
738
Waldron Private Wealth
Pennsylvania
$803K -$53.8K -1,063 -6%
APIM
739
Agate Pass Investment Management
Washington
$800K +$297K +5,868 +59%
TCM
740
Traynor Capital Management
Pennsylvania
$798K -$439K -8,673 -36%
GM
741
GeoWealth Management
Illinois
$794K -$314K -6,194 -28%
PAS
742
Park Avenue Securities
New York
$790K -$333K -6,586 -30%
LAM
743
Lifestyle Asset Management
Texas
$776K +$82.3K +1,626 +12%
TSS
744
Two Sigma Securities
New York
$775K -$1.15M -22,710 -60%
CAL
745
Capital Analysts LLC
Pennsylvania
$772K +$393K +7,769 +104%
PGAM
746
Princeton Global Asset Management
New Jersey
$763K +$7.75K +153 +1%
ATS
747
Ashton Thomas Securities
New York
$760K +$350K +6,923 +86%
LWA
748
Lineweaver Wealth Advisors
Ohio
$753K -$304K -5,999 -29%
PWA
749
Prairie Wealth Advisors
Nebraska
$747K -$23.2K -459 -3%
Brown Advisory
750
Brown Advisory
Maryland
$746K +$435K +8,584 +140%