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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
876
Key Financial Inc
Pennsylvania
$351K – – –
HHGA
877
Halbert Hargrove Global Advisors
California
$350K +$285K +5,640 +446%
KOC
878
Koss-Olinger Consulting
Florida
$349K +$348K +6,896 New
AMIM
879
Aull & Monroe Investment Management
Alabama
$349K -$10.1K -200 -3%
WCM
880
Winthrop Capital Management
Indiana
$343K +$342K +6,765 New
SCM
881
Stonehearth Capital Management
Massachusetts
$341K -$19.4K -385 -5%
AFG
882
Albion Financial Group
Utah
$338K -$75K -1,485 -18%
SFS
883
Security Financial Services
Indiana
$337K -$71K -1,406 -17%
BCA
884
Bay Colony Advisors
Massachusetts
$332K +$332K +6,565 New
CSC
885
Caldwell Sutter Capital
California
$331K +$2.22K +44 +0.7%
TPWM
886
Twelve Points Wealth Management
Massachusetts
$331K – – –
TPW
887
Turn8 Private Wealth
$330K +$329K +6,518 New
ITB
888
Idaho Trust Bank
Idaho
$328K +$328K +6,484 New
ICP
889
Ironvine Capital Partners
Nebraska
$326K – – –
MWM
890
Modera Wealth Management
New Jersey
$324K -$109K -2,163 -25%
LFG
891
Larson Financial Group
Missouri
$321K +$87.7K +1,736 +38%
LSA
892
Lion Street Advisors
Texas
$321K +$320K +6,333 New
BW
893
BostonPremier Wealth
Massachusetts
$317K +$45.1K +892 +17%
PWP
894
Private Wealth Partners
California
$316K +$316K +6,250 New
EWM
895
EPG Wealth Management
Georgia
$314K -$39.6K -784 -11%
IIC
896
Integrated Investment Consultants
Michigan
$311K +$310K +6,140 New
IIM
897
InTrack Investment Management
Vermont
$307K -$18.9K -375 -6%
HTC
898
Haverford Trust Company
Pennsylvania
$306K – – –
BFWA
899
Benchmark Financial Wealth Advisors
Florida
$306K +$3.48K +69 +1%
ODA
900
One Degree Advisors
California
$306K -$1.26K -25 -0.4%
34 35
36
37 38