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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
776
Strategies Wealth Advisors
Michigan
$364K +$1.5K +30 +0.4%
PFA
777
Pathway Financial Advisors
Vermont
$363K +$91.6K +1,829 +34%
PGF
778
Plan Group Financial
Oklahoma
$362K -$416K -8,310 -54%
BWM
779
Baystate Wealth Management
Massachusetts
$362K +$14.5K +289 +4%
WP
780
WealthPLAN Partners
Nebraska
$358K +$158K +3,145 +79%
CSIA
781
Charles Schwab Investment Advisory
California
$355K -$27.7K -553 -7%
VFPI
782
Vantage Financial Partners (Illinois)
Illinois
$351K -$356K -7,100 -50%
IHWM
783
Iron Horse Wealth Management
Iowa
$349K -$183K -3,654 -34%
RWA
784
Redhawk Wealth Advisors
Minnesota
$348K – – –
FIC
785
Family Investment Center
Missouri
$346K +$346K +6,901 New
WAM
786
Walker Asset Management
Missouri
$342K +$128K +2,546 +60%
PWM
787
Prentice Wealth Management
New York
$338K +$338K +6,746 New
DCM
788
Dudley Capital Management
Virginia
$337K +$5.01K +100 +2%
GPWA
789
Great Point Wealth Advisors
Massachusetts
$337K -$4.41K -88 -1%
BAM
790
Belpointe Asset Management
Nevada
$336K -$583K -11,630 -63%
FCA
791
Fortis Capital Advisors
Kansas
$336K -$331K -6,613 -50%
CPC
792
Consolidated Planning Corp
Georgia
$335K – – –
PA
793
Pinnacle Associates
New York
$333K -$475K -9,475 -59%
RWP
794
RWA Wealth Partners
Massachusetts
$333K +$332K +6,635 New
BC
795
Brio Consultants
California
$333K +$200 +4 +0.1%
AAM
796
Advisors Asset Management
Colorado
$329K +$14.4K +287 +5%
PA
797
Procyon Advisors
Connecticut
$326K +$326K +6,503 New
CW
798
CreativeOne Wealth
Kansas
$323K -$369K -7,366 -53%
GAM
799
Gemmer Asset Management
California
$322K +$50.4K +1,005 +19%
KWA
800
KCS Wealth Advisory
California
$321K +$116K +2,314 +57%
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