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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
776
LWM Advisory Services
Florida
$347K +$98.7K +1,966 +40%
KTC
777
Kistler-Tiffany Companies
Pennsylvania
$346K +$52.7K +1,051 +18%
OCM
778
Orion Capital Management
California
$344K -$20.1K -400 -6%
GPWA
779
Great Point Wealth Advisors
Massachusetts
$341K -$39.9K -795 -10%
BFG
780
Berger Financial Group
Minnesota
$340K -$30.6K -609 -8%
CPC
781
Consolidated Planning Corp
Georgia
$335K – – –
BC
782
Brio Consultants
California
$332K +$201 +4 +0.1%
DCM
783
Dudley Capital Management
Virginia
$332K -$17.3K -344 -5%
CWM
784
Curi Wealth Management
North Carolina
$330K +$51.1K +1,019 +18%
SIM
785
Stratos Investment Management
Ohio
$326K -$13.6K -271 -4%
TDC
786
Thompson Davis & Co
Virginia
$323K -$45.1K -899 -12%
MA
787
MJP Associates
Connecticut
$321K +$50.8K +1,012 +19%
FSG
788
Financial Strategies Group
Michigan
$320K -$33K -657 -9%
BWM
789
BCGM Wealth Management
Indiana
$318K +$88.8K +1,769 +39%
TA
790
TrueWealth Advisors
Alabama
$317K +$2.16K +43 +0.7%
PA
791
PFG Advisors
Arizona
$316K -$87.4K -1,742 -22%
M1FG
792
Mach-1 Financial Group
Arkansas
$316K +$272K +5,410 +607%
AAM
793
Advisors Asset Management
Colorado
$315K +$102K +2,036 +48%
LOIP
794
Live Oak Investment Partners
Texas
$313K – – –
WS
795
Wedbush Securities
California
$310K +$310K +6,176 New
EWA
796
Etesian Wealth Advisors
Oregon
$308K -$793K -15,800 -72%
ES
797
ETF Store
Kansas
$305K -$15.5K -308 -5%
NFG
798
Northeast Financial Group
Pennsylvania
$301K +$301K +6,002 New
CWM
799
Connecticut Wealth Management
Connecticut
$301K -$21.9K -437 -7%
VFIC
800
Valley Forge Investment Consultants
Pennsylvania
$298K – – –
30 31
32
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