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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
KOC
776
Koss-Olinger Consulting
Florida
$354K – – –
DWM
777
Drive Wealth Management
Utah
$353K -$198K -3,925 -36%
CSPIA
778
Cary Street Partners Investment Advisory
Virginia
$353K -$23.1K -457 -6%
EWM
779
EPG Wealth Management
Georgia
$353K +$351K +6,955 New
GSIAS
780
Garden State Investment Advisory Services
New Jersey
$349K +$39.9K +789 +13%
AG
781
Ascent Group
Virginia
$340K -$910 -18 -0.3%
DPI
782
Diversified Portfolios Inc
Michigan
$337K +$115K +2,281 +52%
WP
783
WealthPLAN Partners
Nebraska
$333K +$25.3K +500 +8%
SMC
784
Smith, Moore & Co
Missouri
$331K +$3.18K +63 +1%
OWM
785
Opes Wealth Management
California
$327K +$5.05K +100 +2%
ICP
786
Ironvine Capital Partners
Nebraska
$327K – – –
GT
787
Glenview Trust
Kentucky
$326K – – –
EWM
788
Executive Wealth Management
Michigan
$323K -$143K -2,824 -31%
BCA
789
Ballentine Capital Advisors
South Carolina
$323K +$321K +6,361 New
HTC
790
Haverford Trust Company
Pennsylvania
$322K – – –
GPW
791
Gentry Private Wealth
Kansas
$319K +$318K +6,293 New
MA
792
Mosaic Advisors
Texas
$319K +$4.14K +82 +1%
SFS
793
Security Financial Services
Indiana
$316K -$9.9K -196 -3%
SFG
794
Sterling Financial Group
California
$313K +$312K +6,178 New
SW
795
SteelPeak Wealth
California
$311K +$19.9K +394 +7%
FWM
796
FMA Wealth Management
Massachusetts
$309K -$48.6K -962 -14%
CW
797
CreativeOne Wealth
Kansas
$307K -$7.58K -150 -2%
RFC
798
Regions Financial Corp
Alabama
$306K +$96.5K +1,910 +46%
GAM
799
Gemmer Asset Management
California
$304K – – –
EWA
800
Etesian Wealth Advisors
Oregon
$304K -$19.9K -394 -6%
30 31
32
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