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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
751
NewSquare Capital
Pennsylvania
$385K -$256K -5,080 -40%
BWM
752
BKM Wealth Management
Wisconsin
$384K -$493K -9,790 -56%
CW
753
CreativeOne Wealth
Kansas
$383K +$88.3K +1,753 +30%
WIA
754
World Investment Advisors
California
$383K -$46.9K -931 -11%
GAM
755
GEM Asset Management
Michigan
$383K -$88.6K -1,760 -19%
KW
756
KWB Wealth
California
$381K +$37.9K +752 +11%
PB
757
Pinnacle Bancorp
Nebraska
$378K -$166K -3,300 -31%
TDC
758
Thompson Davis & Co
Virginia
$376K +$11.6K +230 +3%
EWM
759
EPG Wealth Management
Georgia
$375K -$9.41K -187 -2%
APIM
760
Agate Pass Investment Management
Washington
$373K -$10.2K -203 -3%
AG
761
Ascent Group
Virginia
$360K -$26.9K -535 -7%
BAM
762
BTS Asset Management
Massachusetts
$357K +$24.2K +481 +7%
AWM
763
Adams Wealth Management
Utah
$357K +$356K +7,072 New
AWA
764
Arkadios Wealth Advisors
Georgia
$356K -$56.5K -1,122 -14%
BFWA
765
Benchmark Financial Wealth Advisors
Florida
$353K +$353K +7,004 New
CPA
766
Clear Point Advisors
New York
$350K +$198K +3,932 +131%
SIA
767
SkyView Investment Advisors
New Jersey
$349K -$17.5M -346,857 -98%
QPWM
768
Quadrant Private Wealth Management
Pennsylvania
$342K -$147K -2,911 -30%
BWM
769
BlackDiamond Wealth Management
New York
$342K – – –
SIM
770
Stratos Investment Management
Ohio
$342K +$49.6K +986 +17%
QFA
771
Quattro Financial Advisors
Texas
$341K +$338K +6,712 +13,424%
CWM
772
Congress Wealth Management
Massachusetts
$341K +$340K +6,758 New
GSIAS
773
Garden State Investment Advisory Services
New Jersey
$332K -$358K -7,118 -52%
PWS
774
Private Wealth Strategies
Ohio
$331K +$4.13K +82 +1%
SFS
775
Security Financial Services
Indiana
$327K -$85.6K -1,700 -21%
29 30
31
32 33