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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AHIA
751
Andrew Hill Investment Advisors
Florida
$409K -$17.4K -345 -4%
BWM
752
BKM Wealth Management
Wisconsin
$408K +$23.2K +459 +6%
CPA
753
Capital Planning Advisors
California
$408K – – –
OCM
754
Orion Capital Management
California
$408K +$243K +4,818 +150%
PA
755
Pinnacle Associates
New York
$407K +$191K +3,788 +88%
SC
756
Summa Corp
Texas
$406K – – –
ES
757
ETF Store
Kansas
$405K -$2.88K -57 -0.7%
SCM
758
Stonehearth Capital Management
Massachusetts
$402K -$1.43M -28,246 -78%
SF
759
Slagle Financial
Illinois
$402K -$19.5K -386 -5%
NWMG
760
National Wealth Management Group
Ohio
$401K -$77.1K -1,526 -16%
MMM
761
Mendel Money Management
Illinois
$399K -$8.59K -170 -2%
PIMG
762
Patriot Investment Management Group
Tennessee
$399K -$88K -1,742 -18%
LW
763
Linscomb Wealth
Texas
$395K +$1.87K +37 +0.5%
IC
764
Inscription Capital
Texas
$394K +$100K +1,979 +34%
SB
765
Sunflower Bank
Texas
$392K – – –
WEG
766
World Equity Group
Illinois
$386K -$95.7K -1,894 -20%
GAM
767
GEM Asset Management
Michigan
$384K – – –
IFWM
768
Institute for Wealth Management
Colorado
$381K +$379K +7,504 New
CIBC World Market
769
CIBC World Market
Ontario, Canada
$377K +$43.2K +855 +13%
VCP
770
Verus Capital Partners
Arizona
$373K +$101K +2,006 +38%
IIM
771
InTrack Investment Management
Vermont
$370K -$86.2K -1,705 -19%
AMIM
772
Aull & Monroe Investment Management
Alabama
$370K – – –
ML
773
McAdam LLC
Pennsylvania
$368K -$424K -8,396 -54%
TPWM
774
Twelve Points Wealth Management
Massachusetts
$358K -$4.55K -90 -1%
PIWA
775
Prevail Innovative Wealth Advisors
Kansas
$356K +$355K +7,018 New