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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMIM
851
Aull & Monroe Investment Management
Alabama
$357K -$10.1K -200 -3%
AWM
852
Avaii Wealth Management
Wisconsin
$354K -$91.6K -1,814 -21%
EWM
853
Executive Wealth Management
Michigan
$354K +$32.8K +649 +10%
EWM
854
EPG Wealth Management
Georgia
$352K +$1.92K +38 +0.5%
HIA
855
Harbor Investment Advisory
Maryland
$350K +$224K +4,433 +176%
KFI
856
Key Financial Inc
Pennsylvania
$350K +$305K +6,030 +663%
HAM
857
Hickory Asset Management
Ohio
$344K +$345K +6,825 New
SF
858
Slagle Financial
Illinois
$343K -$56.6K -1,120 -14%
PCS
859
Private Client Services
Kentucky
$340K +$62.9K +1,245 +23%
KW
860
KWB Wealth
California
$335K -$88.1K -1,744 -21%
APIM
861
Agate Pass Investment Management
Washington
$334K +$68.2K +1,350 +26%
TPWM
862
Twelve Points Wealth Management
Massachusetts
$330K -$25.3K -500 -7%
CSC
863
Caldwell Sutter Capital
California
$328K +$101K +2,001 +44%
IWA
864
Integrity Wealth Advisors
California
$326K +$327K +6,476 New
GT
865
Glenview Trust
Kentucky
$325K +$808 +16 +0.2%
ICP
866
Ironvine Capital Partners
Nebraska
$324K – – –
IIM
867
InTrack Investment Management
Vermont
$324K -$43.3K -858 -12%
SW
868
SteelPeak Wealth
California
$323K +$13.1K +260 +4%
AG
869
Ascent Group
Virginia
$323K -$13.8K -274 -4%
MA
870
Mosaic Advisors
Texas
$320K +$3.94K +78 +1%
SB
871
Strategic Blueprint
Georgia
$318K -$931K -18,432 -74%
EWS
872
Evergreen Wealth Solutions
Pennsylvania
$311K +$53.8K +1,066 +21%
GPW
873
Gentry Private Wealth
Kansas
$310K -$7.02K -139 -2%
IAP
874
Indie Asset Partners
Indiana
$307K +$29.7K +588 +11%
ODA
875
One Degree Advisors
California
$306K +$11.2K +222 +4%