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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
751
Tortuga Wealth Management
California
$912K +$276K +5,465 +43%
FCT
752
Family Capital Trust
Massachusetts
$907K – – –
NL
753
NVWM LLC
Pennsylvania
$906K -$1.51M -29,886 -63%
SEP
754
Signature Equity Partners
Ohio
$888K +$7.12K +141 +0.8%
SAM
755
Smartleaf Asset Management
Massachusetts
$882K – – –
S
756
Sunpointe
Missouri
$881K -$53.8K -1,066 -6%
CW
757
Channel Wealth
California
$881K -$18K -357 -2%
KCFA
758
Key Client Fiduciary Advisors
New Jersey
$881K – – –
DWML
759
Decker Wealth Management LLC
Tennessee
$880K +$142K +2,814 +19%
FM
760
Foster & Motley
Ohio
$880K -$337K -6,665 -28%
TFS
761
Thoroughbred Financial Services
Tennessee
$878K -$172K -3,401 -16%
MWM
762
Mosley Wealth Management
California
$877K -$1.44M -28,510 -62%
CWMS
763
Cannon Wealth Management Services
North Carolina
$874K +$196K +3,887 +29%
CIA
764
Caerus Investment Advisors
Texas
$873K +$86.1K +1,705 +11%
SGCM
765
Sanchez Gaunt Capital Management
Nevada
$861K +$120K +2,380 +16%
IAA
766
Independent Advisor Alliance
North Carolina
$843K -$29.7M -588,077 -97%
IPAM
767
Investment Partners Asset Management
New Jersey
$843K +$37.1K +735 +5%
CWAF
768
Core Wealth Advisors (Florida)
Florida
$823K – – –
WA
769
Whipplewood Advisors
Colorado
$822K -$113K -2,236 -12%
MSWMA
770
Market Street Wealth Management Advisors
Indiana
$816K +$224K +4,437 +38%
RWA
771
Reicon Wealth Advisors
Georgia
$815K +$33.8K +669 +4%
NIWA
772
New Insight Wealth Advisors
California
$814K -$6.06K -120 -0.7%
JFA
773
JNBA Financial Advisors
Minnesota
$812K -$91.1K -1,803 -10%
TPWA
774
TRUE Private Wealth Advisors
Oregon
$809K -$47.4K -939 -6%
JMFC
775
J.M. Forbes & Co
Massachusetts
$808K – – –
29 30
31
32 33