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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
801
Montecito Bank & Trust
California
$561K +$560K +11,053 New
WP
802
WealthShield Partners
North Carolina
$547K +$1.77K +35 +0.3%
OPWM
803
Oxinas Partners Wealth Management
Indiana
$546K -$57.4K -1,133 -10%
BMWM
804
Brown Miller Wealth Management
Virginia
$538K +$44.7K +883 +9%
SGCA
805
Steel Grove Capital Advisors
Tennessee
$536K – – –
IA
806
Inspire Advisors
Idaho
$531K -$773K -15,263 -59%
RW
807
RVW Wealth
California
$528K +$527K +10,409 New
TFA
808
Tobias Financial Advisors
Florida
$528K -$48.4K -957 -8%
IWA
809
Integrity Wealth Advisors
California
$525K +$321K +6,344 +159%
LCWP
810
Legacy Capital Wealth Partners
Arkansas
$523K – – –
FOA
811
Five Oceans Advisors
California
$522K +$17.4K +343 +3%
PCS
812
Private Client Services
Kentucky
$522K -$504K -9,952 -49%
BFF
813
Byrne Financial Freedom
Massachusetts
$521K -$113K -2,239 -18%
AIM
814
Alhambra Investment Management
Florida
$521K – – –
CWM
815
Centurion Wealth Management
Virginia
$515K – – –
PWPS
816
Pinnacle Wealth Planning Services
Ohio
$513K +$512K +10,112 New
MAS
817
MPWM Advisory Solutions
Georgia
$509K +$759 +15 +0.1%
GCM
818
Generation Capital Management
New York
$507K – – –
NFC
819
Northstar Financial Companies
Pennsylvania
$506K -$44.7K -882 -8%
CWA
820
Crux Wealth Advisors
California
$505K +$21.4K +423 +4%
LA
821
LVW Advisors
New York
$501K -$177K -3,496 -26%
AWAU
822
Alliance Wealth Advisors (Utah)
Utah
$500K +$499K +9,866 New
MAM
823
MMA Asset Management
Pennsylvania
$500K -$844K -16,665 -63%
BWG
824
Beta Wealth Group
California
$498K +$169K +3,338 +52%
JMFC
825
J.M. Forbes & Co
Massachusetts
$497K -$112K -2,212 -18%
31 32
33
34 35