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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
826
LWM Advisory Services
Florida
$230K +$230K +4,593 New
CWM
827
Congress Wealth Management
Massachusetts
$227K +$227K +4,519 New
PG
828
Proffitt & Goodson
Tennessee
$226K -$91.6K -1,827 -29%
SAM
829
Summit Asset Management
Tennessee
$225K – – –
CCMG
830
Clark Capital Management Group
Pennsylvania
$223K -$204M -4,070,781 -100%
LAM
831
Lifestyle Asset Management
Texas
$220K +$220K +4,382 New
PFBT
832
Parkside Financial Bank & Trust
Missouri
$218K +$210K +4,193 +2,671%
GAM
833
Gemmer Asset Management
California
$218K -$3.91K -78 -2%
RFC
834
Regions Financial Corp
Alabama
$217K -$54.1K -1,080 -20%
CAMG
835
CWA Asset Management Group
Florida
$217K +$217K +4,323 New
3F
836
360 Financial
Minnesota
$216K – – –
CFA
837
Compass Financial Advisors
Indiana
$216K -$198K -3,950 -48%
WAM
838
Walker Asset Management
Missouri
$215K – – –
PSP
839
Pacific Sage Partners
Washington
$215K +$215K +4,291 New
AFS
840
AFG Fiduciary Services
Massachusetts
$213K – – –
CSIA
841
Charles Schwab Investment Advisory
California
$211K +$211K +4,216 New
WWM
842
Windsor Wealth Management
Indiana
$211K +$1.15K +23 +0.5%
FPAS
843
Focus Partners Advisor Solutions
Missouri
$208K +$208K +4,143 New
PAS
844
Park Avenue Securities
New York
$207K -$1.36M -27,084 -87%
KC
845
Kinloch Capital
Virginia
$204K -$347K -6,919 -63%
MA
846
Mosaic Advisors
Texas
$203K +$1.7K +34 +0.8%
OCM
847
Orion Capital Management
California
$203K -$297K -5,918 -59%
OWP
848
Obermeyer Wealth Partners
Colorado
$203K – – –
AT
849
American Trust
Kentucky
$202K +$466K +9,298 New
WIM
850
Westside Investment Management
California
$202K +$591K +11,785 +44%
32 33
34
35 36