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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
826
Crux Wealth Advisors
California
$477K +$476K +9,430 New
JSW
827
Journey Strategic Wealth
New Jersey
$476K +$5.61K +111 +1%
MTWM
828
Masso Torrence Wealth Management
New Jersey
$472K – – –
RFA
829
Rollins Financial Advisors
New York
$470K – – –
CRI
830
Colonial River Investments
Virginia
$469K +$468K +9,273 New
GT
831
Glenview Trust
Kentucky
$468K +$141K +2,794 +43%
OHWP
832
Oak Harbor Wealth Partners
North Carolina
$467K -$235K -4,646 -33%
FPCP
833
Fort Point Capital Partners
California
$464K -$40.3K -798 -8%
LLWM
834
Life Line Wealth Management
California
$458K +$5.25K +104 +1%
RC
835
Rovin Capital
Arizona
$455K -$23K -456 -5%
PCA
836
PMV Capital Advisers
Texas
$451K -$810K -16,042 -64%
MWM
837
Mittelman Wealth Management
Massachusetts
$451K -$93.5K -1,851 -17%
OFO
838
OneAscent Family Office
Alabama
$450K +$449K +8,886 New
WIP
839
WealthCare Investment Partners
Rhode Island
$449K -$1.31K -26 -0.3%
EFG
840
Ethos Financial Group
Pennsylvania
$449K – – –
KA
841
Kovack Advisors
Florida
$448K +$235K +4,645 +111%
RFC
842
Regions Financial Corp
Alabama
$443K -$30.6K -605 -6%
SIA
843
Schechter Investment Advisors
Michigan
$442K +$441K +8,734 New
WIC
844
Woodmont Investment Counsel
Tennessee
$441K -$157K -3,102 -26%
WC
845
Waterloo Capital
Texas
$440K -$8.38K -166 -2%
HWA
846
HHM Wealth Advisors
Tennessee
$440K +$186K +3,679 +73%
NFC
847
Northstar Financial Companies
Pennsylvania
$438K -$38K -752 -8%
HC
848
Hurley Capital
New York
$435K +$165K +3,275 +62%
LF
849
Lee Financial
Texas
$433K -$225K -4,446 -34%
SMC
850
Smith, Moore & Co
Missouri
$429K -$19.1K -378 -4%
32 33
34
35 36