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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
SLC
826
Second Line Capital
Louisiana
$637K +$310K +6,119 +95%
IFO
827
Intrepid Family Office
Florida
$632K +$633K +12,500 New
XPN
828
XY Planning Network
Montana
$629K +$630K +12,426 New
SIC
829
Sterling Investment Counsel
New York
$626K -$477K -9,413 -43%
MSWMA
830
Market Street Wealth Management Advisors
Indiana
$625K -$68.1K -1,345 -10%
SSW
831
Stone Summit Wealth
Florida
$622K -$455K -8,977 -42%
ATC
832
Argent Trust Co
Tennessee
$612K -$10.1K -200 -2%
AWA
833
AGH Wealth Advisors
Kansas
$607K – – –
SW
834
SVB Wealth
Massachusetts
$602K -$695K -13,726 -54%
BFG
835
Berger Financial Group
Minnesota
$601K +$355K +6,999 +143%
ODA
836
One Degree Advisors
California
$600K -$5.52K -109 -0.9%
JCM
837
Janney Capital Management
Pennsylvania
$599K +$251K +4,950 +72%
EWM
838
Evolution Wealth Management
Florida
$598K +$142K +2,806 +31%
TCM
839
Traynor Capital Management
Pennsylvania
$594K -$202K -3,983 -25%
AAS
840
Asset Allocation Strategies
Michigan
$594K -$1.09M -21,418 -65%
BIG
841
Brooklyn Investment Group
New York
$591K +$590K +11,635 New
GSIS
842
Global Strategic Investment Solutions
Arizona
$584K +$3.85K +76 +0.7%
LFAS
843
Level Four Advisory Services
Texas
$580K +$581K +11,470 New
WP
844
WealthShield Partners
North Carolina
$580K +$34.8K +686 +6%
SW
845
SteelPeak Wealth
California
$578K +$180K +3,550 +45%
PIA
846
Pinion Investment Advisors
Kansas
$575K +$3.55K +70 +0.6%
SIAP
847
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$574K – – –
TPWA
848
TRUE Private Wealth Advisors
Oregon
$572K +$573K +11,303 New
PA
849
Prossimo Advisors
California
$569K – – –
CD
850
Chapin Davis
Maryland
$561K -$50.7K -1,000 -8%
32 33
34
35 36