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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
OPW
851
Oxler Private Wealth
New York
$4.52K – – –
BTI
852
Blue Trust Inc
Georgia
$3K -$30.9K -616 -92%
EWA
853
EverSource Wealth Advisors
Alabama
$3K – – –
HWMA
854
Heritage Wealth Management (Arizona)
Arizona
$3K – – –
FCMT
855
Founders Capital Management (Texas)
Texas
$2K – – –
EI
856
Ellevest Inc
New York
$2K +$1.8K +36 New
DSAM
857
Dock Street Asset Management
Florida
– -$17.4M -347,155 Closed
CF
858
Clarity Financial
Texas
– -$16.9M -336,638 Closed
FFC
859
Fure Financial Corporation
Minnesota
– -$16.4M -327,123 Closed
PWAC
860
Private Wealth Advisors (California)
California
– -$15.5M -309,507 Closed
LHWM
861
Lake Hills Wealth Management
Texas
– -$7.72M -153,976 Closed
CPO
862
Cerity Partners OCIO
New York
– -$6.32M -126,171 Closed
VIA
863
Vident Investment Advisory
Georgia
– -$5.98M -119,462 Closed
NWA
864
Navis Wealth Advisors
New York
– -$4.43M -88,495 Closed
TC
865
Trilogy Capital
California
– -$2.31M -46,177 Closed
HF
866
HRT Financial
New York
– -$2.04M -40,722 Closed
PFP
867
Paragon Financial Partners
California
– -$1.83M -36,527 Closed
EP
868
Eudaimonia Partners
Tennessee
– -$1.67M -33,280 Closed
CCA
869
Catalyst Capital Advisors
New York
– -$1.6M -31,948 Closed
JCM
870
Jacobi Capital Management
Pennsylvania
– -$902K -18,012 Closed
VHAM
871
Van Hulzen Asset Management
California
– -$843K -16,832 Closed
SA
872
Shilanski & Associates
Alaska
– -$816K -16,294 Closed
CCFM
873
Clear Creek Financial Management
Washington
– -$792K -15,815 Closed
LWM
874
Laidlaw Wealth Management
New York
– -$609K -12,150 Closed
RPWA
875
Regent Peak Wealth Advisors
Georgia
– -$517K -10,332 Closed
33 34
35
36 37