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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
IPAM
776
Investment Partners Asset Management
New Jersey
$644K -$40.6K -801 -6%
RWM
777
Rialto Wealth Management
New York
$638K -$1.57M -30,980 -71%
SB
778
Strategic Blueprint
Georgia
$628K +$197K +3,884 +46%
ATC
779
Argent Trust Co
Tennessee
$624K -$99.7K -1,970 -14%
JIC
780
Joel Isaacson & Co
New York
$624K -$100K -1,980 -14%
CD
781
Chapin Davis
Maryland
$614K – – –
SFI
782
SPC Financial Inc
Maryland
$612K -$10.2K -201 -2%
AWA
783
AGH Wealth Advisors
Kansas
$609K – – –
PCA
784
Pallas Capital Advisors
Massachusetts
$609K – – –
CPA
785
Capital Planning Advisors
California
$608K – – –
ODA
786
One Degree Advisors
California
$607K +$291K +5,749 +92%
HW
787
HORAN Wealth
Ohio
$597K -$207K -4,093 -26%
MWM
788
Mission Wealth Management
California
$587K -$806K -15,918 -58%
GAM
789
GEM Asset Management
Michigan
$586K +$178K +3,518 +44%
BWP
790
Balboa Wealth Partners
Arizona
$585K +$45.6K +900 +8%
NIWA
791
New Insight Wealth Advisors
California
$582K +$581K +11,482 New
GSIS
792
Global Strategic Investment Solutions
Arizona
$582K -$246K -4,857 -30%
DLCIG
793
D.L. Carlson Investment Group
New Hampshire
$581K +$107K +2,117 +23%
KFI
794
Key Financial Inc
Pennsylvania
$581K +$193K +3,803 +49%
SIAP
795
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$576K – – –
PIA
796
Pinion Investment Advisors
Kansas
$573K +$31.6K +624 +6%
PA
797
Prossimo Advisors
California
$571K – – –
RFN
798
Redwood Financial Network
Ohio
$561K -$66.7K -1,318 -11%
MBT
799
Montecito Bank & Trust
California
$561K +$560K +11,053 New
WP
800
WealthShield Partners
North Carolina
$547K +$1.77K +35 +0.3%
30 31
32
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