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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
751
Woodmont Investment Counsel
Tennessee
$595K -$231K -4,583 -28%
WP
752
WealthShield Partners
North Carolina
$588K -$1.92K -38 -0.3%
SAM
753
SignalPoint Asset Management
Missouri
$587K -$5.2K -103 -0.9%
RFN
754
Redwood Financial Network
Ohio
$586K +$3.13K +62 +0.5%
LWM
755
Lighthouse Wealth Management
Ohio
$582K +$584K +11,560 New
SWM
756
Seed Wealth Management
Illinois
$579K -$25.3K -500 -4%
BWP
757
Balboa Wealth Partners
Arizona
$573K -$1.16M -22,890 -67%
TW
758
Transform Wealth
Colorado
$572K -$9.09K -180 -2%
TFA
759
Tobias Financial Advisors
Florida
$570K -$29.4K -582 -5%
LPAM
760
Lodestar Private Asset Management
California
$568K -$63.4K -1,255 -10%
PA
761
Prossimo Advisors
California
$567K – – –
CFGS
762
Concourse Financial Group Securities
Alabama
$566K +$111K +2,194 +24%
TCWM
763
Total Clarity Wealth Management
Illinois
$564K -$12.7K -251 -2%
MSWMA
764
Market Street Wealth Management Advisors
Indiana
$562K -$110K -2,186 -16%
CAG
765
Csenge Advisory Group
Florida
$552K -$3.54K -70 -0.6%
CW
766
CreativeOne Wealth
Kansas
$542K +$238K +4,713 +78%
MWM
767
Mittelman Wealth Management
Massachusetts
$542K – – –
MBT
768
Montecito Bank & Trust
California
$541K -$105K -2,079 -16%
PA
769
Pinnacle Associates
New York
$539K +$131K +2,598 +32%
AP
770
Atwood & Palmer
Missouri
$535K – – –
BMWM
771
Brown Miller Wealth Management
Virginia
$534K -$70.3K -1,391 -12%
BWM
772
BCGM Wealth Management
Indiana
$532K +$61.9K +1,226 +13%
ATS
773
Ashton Thomas Securities
New York
$531K +$8.03K +159 +2%
LCWP
774
Legacy Capital Wealth Partners
Arkansas
$528K +$657 +13 +0.1%
VT
775
Vise Technologies
New York
$520K +$521K +10,321 New
29 30
31
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