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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
801
Gemmer Asset Management
California
$301K -$20.7K -413 -6%
FA
802
Fiduciary Alliance
South Carolina
$299K +$299K +5,952 New
WDG
803
Wealth Dimensions Group
Ohio
$295K -$100K -2,000 -25%
HNB
804
Huntington National Bank
Ohio
$295K – – –
CW
805
CreativeOne Wealth
Kansas
$293K -$30.3K -604 -9%
IHWM
806
Iron Horse Wealth Management
Iowa
$292K -$57.1K -1,137 -16%
SIM
807
Stratos Investment Management
Ohio
$291K -$29K -578 -9%
BFG
808
Berger Financial Group
Minnesota
$290K -$75K -1,495 -21%
HPFG
809
Hart & Patterson Financial Group
Massachusetts
$288K +$288K +5,740 New
PAS
810
Park Avenue Securities
New York
$287K -$24.1K -481 -8%
RSWM
811
Robertson Stephens Wealth Management
California
$286K +$25.1K +500 +10%
SPFA
812
Summit Place Financial Advisors
New Jersey
$285K – – –
RF
813
Rollins Financial
Georgia
$284K +$3.11K +62 +1%
RFA
814
Rollins Financial Advisors
New York
$284K +$284K +5,660 New
IAP
815
Indie Asset Partners
Indiana
$284K +$16K +318 +6%
ME
816
McIlrath & Eck
Washington
$282K – – –
EWA
817
Etesian Wealth Advisors
Oregon
$282K -$22.5K -448 -7%
IC
818
Inscription Capital
Texas
$282K +$10.7K +214 +4%
TW
819
TritonPoint Wealth
Maryland
$281K +$279K +5,559 New
FLPIM
820
F.L. Putnam Investment Management
Massachusetts
$277K +$277K +5,520 New
KCM
821
Kathmere Capital Management
Pennsylvania
$276K – – –
MFC
822
Morris Financial Concepts
South Carolina
$273K +$5.27K +105 +2%
PA
823
Procyon Advisors
Connecticut
$272K -$55K -1,096 -17%
CD
824
Chapin Davis
Maryland
$271K – – –
FSG
825
Financial Strategies Group
Michigan
$270K -$50K -997 -16%
31 32
33
34 35