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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
751
Colonial River Investments
Virginia
$745K +$277K +5,479 +59%
RBFC
752
Roman Butler Fullerton & Co
Missouri
$741K -$46.2K -914 -6%
CCM
753
Condor Capital Management
New Jersey
$729K +$6.26K +124 +0.9%
JIC
754
Joel Isaacson & Co
New York
$724K -$135K -2,674 -16%
ATC
755
Argent Trust Co
Tennessee
$724K +$6.06K +120 +0.8%
CW
756
Channel Wealth
California
$720K -$315K -6,244 -31%
CWM
757
Consultiva Wealth Management
Puerto Rico
$718K +$156K +3,090 +28%
CPW
758
Catalyst Private Wealth
California
$714K – – –
RSWM
759
Robertson Stephens Wealth Management
California
$709K +$22.3K +441 +3%
LAM
760
Lifestyle Asset Management
Texas
$693K -$95.6K -1,893 -12%
DCM
761
Dudley Capital Management
Virginia
$686K +$143K +2,822 +26%
IPAM
762
Investment Partners Asset Management
New Jersey
$684K +$32.2K +638 +5%
LA
763
LVW Advisors
New York
$677K +$675K +13,366 New
FCM
764
Firestone Capital Management
Florida
$676K -$170K -3,374 -20%
CAG
765
Csenge Advisory Group
Florida
$675K -$2.1M -41,666 -76%
KWS
766
Keystone Wealth Services
California
$667K +$665K +13,161 New
CFA
767
Cahill Financial Advisors
Minnesota
$657K +$228K +4,516 +53%
RHP
768
Royal Harbor Partners
Texas
$656K -$4.3M -85,108 -87%
IPA
769
Investment Planning Advisors
Georgia
$655K +$231K +4,568 +55%
JFG
770
JDM Financial Group
Texas
$652K -$154K -3,055 -19%
AFS
771
Access Financial Services
Minnesota
$647K +$7.27K +144 +1%
RWA
772
Redmont Wealth Advisors
Illinois
$646K +$261K +5,168 +68%
RWM
773
Revisor Wealth Management
Ohio
$644K +$381K +7,551 +145%
PWG
774
Portside Wealth Group
Utah
$640K -$19.9M -394,711 -97%
DA
775
Detalus Advisors
Missouri
$640K -$80.8K -1,600 -11%
29 30
31
32 33