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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
801
Catalyst Private Wealth
California
$712K – – –
SA
802
Skyline Advisors
Washington
$712K -$1.34M -26,460 -65%
LCM
803
Lunt Capital Management
Utah
$708K -$70.7K -1,400 -9%
BFG
804
Bleakley Financial Group
New Jersey
$705K +$704K +13,937 New
PWA
805
Prairie Wealth Advisors
Nebraska
$700K – – –
SWM
806
SeaCrest Wealth Management
New York
$698K -$29.8K -590 -4%
AFS
807
Access Financial Services
Minnesota
$691K +$71.6K +1,417 +12%
WPW
808
Waldron Private Wealth
Pennsylvania
$689K – – –
IAN
809
Integrated Advisors Network
Texas
$680K -$750K -14,841 -52%
PGAM
810
Princeton Global Asset Management
New Jersey
$673K -$99.3K -1,965 -13%
LWA
811
Lineweaver Wealth Advisors
Ohio
$673K +$37.6K +744 +6%
PCS
812
Private Client Services
Kentucky
$672K +$88.3K +1,748 +15%
SFG
813
Sowa Financial Group
Rhode Island
$668K +$14.7K +292 +2%
IAS
814
IMA Advisory Services
Colorado
$668K +$667K +13,200 New
HW
815
HORAN Wealth
Ohio
$667K +$130K +2,564 +24%
RSWM
816
Robertson Stephens Wealth Management
California
$667K +$126K +2,500 +23%
RWS
817
RASP Wealth Solutions
Indiana
$656K +$655K +12,972 New
BC
818
Brio Consultants
California
$653K -$6.21K -123 -0.9%
SIAG
819
Safeguard Investment Advisory Group
California
$649K +$648K +12,827 New
AWAU
820
Alliance Wealth Advisors (Utah)
Utah
$635K +$71.8K +1,421 +13%
PA
821
PFG Advisors
Arizona
$635K -$73.1K -1,447 -10%
DWS
822
Discipline Wealth Solutions
South Carolina
$631K +$346K +6,855 +122%
HCA
823
Harpswell Capital Advisors
Maine
$627K -$4.5K -89 -0.7%
CTA
824
Clear Trail Advisors
Texas
$625K +$267K +5,278 +75%
SFG
825
SNS Financial Group
Minnesota
$624K +$623K +12,334 New
31 32
33
34 35