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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
801
Key Financial Inc
Pennsylvania
$736K +$155K +3,053 +27%
WSFG
802
Wall Street Financial Group
Illinois
$733K +$745K +14,695 New
NI
803
Nepsis Inc
Minnesota
$731K -$3.14K -62 -0.4%
SWM
804
SeaCrest Wealth Management
New York
$728K – – –
RBFC
805
Roman Butler Fullerton & Co
Missouri
$713K +$31.3K +617 +5%
CPW
806
Catalyst Private Wealth
California
$713K – – –
OFS
807
OneAscent Financial Services
Alabama
$708K +$257K +5,070 +57%
DWML
808
Decker Wealth Management LLC
Tennessee
$707K +$708K +13,978 New
CPA
809
Capital Planning Advisors
California
$707K +$100K +1,976 +16%
S
810
Sunpointe
Missouri
$702K -$8.77K -173 -1%
SWA
811
Strategies Wealth Advisors
Michigan
$688K -$1.36M -26,813 -66%
BIG
812
Brookwood Investment Group
Arizona
$683K +$684K +13,509 New
GM
813
GeoWealth Management
Illinois
$678K -$114K -2,257 -14%
SEIA
814
Signature Estate & Investment Advisors
California
$672K -$8.16K -161 -1%
SB
815
Strategic Blueprint
Georgia
$667K +$41K +809 +7%
BTWM
816
Baker Tilly Wealth Management
Wisconsin
$664K +$382K +7,549 +135%
SFC
817
Strategic Financial Concepts
Texas
$663K +$186K +3,679 +39%
AFS
818
Access Financial Services
Minnesota
$661K +$7.14K +141 +1%
AWAU
819
Alliance Wealth Advisors (Utah)
Utah
$660K +$161K +3,182 +32%
SFG
820
Sowa Financial Group
Rhode Island
$659K +$7.8K +154 +1%
RHP
821
Royal Harbor Partners
Texas
$654K – – –
SWM
822
SHP Wealth Management
Massachusetts
$653K +$654K +12,900 New
GWM
823
Gibbs Wealth Management
Georgia
$649K -$153K -3,021 -19%
LWM
824
Lionsbridge Wealth Management
Florida
$647K -$68.2K -1,346 -10%
RC
825
Rovin Capital
Arizona
$646K +$557 +11 +0.1%
31 32
33
34 35