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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
901
Bessemer Group
New Jersey
$435K +$30.9K +611 +8%
HHGA
902
Halbert Hargrove Global Advisors
California
$428K +$428K +8,466 New
LWM
903
Liberty Wealth Management
California
$427K – – –
PWPS
904
Pinnacle Wealth Planning Services
Ohio
$426K – – –
RWM
905
Rialto Wealth Management
New York
$424K -$7.17K -142 -2%
RRA
906
Red Reef Advisors
Florida
$423K +$4.19K +83 +1%
LCP
907
Larch Capital Partners
Florida
$418K – – –
CSC
908
Caldwell Sutter Capital
California
$414K +$3.69K +73 +0.9%
BWM
909
BNB Wealth Management
Maryland
$414K – – –
WTA
910
Washington Trust Advisors
Massachusetts
$413K – – –
GCP
911
Gill Capital Partners
Colorado
$412K +$69.6K +1,378 +20%
GBFG
912
Gerald Baker Financial Group
Texas
$411K +$4.14K +82 +1%
PWA
913
Perspective Wealth Advisors
Colorado
$410K +$409K +8,102 New
ATWA
914
Arbor Trust Wealth Advisors
Michigan
$410K +$164K +3,238 +67%
KOC
915
Koss-Olinger Consulting
Florida
$407K +$3.48K +69 +0.9%
KeyBank National Association
916
KeyBank National Association
Ohio
$400K +$136K +2,700 +52%
GF
917
Gimbal Financial
Indiana
$398K +$397K +7,862 New
MAM
918
MMA Asset Management
Pennsylvania
$396K -$21.5K -426 -5%
PIMG
919
Patriot Investment Management Group
Tennessee
$395K +$31K +614 +9%
RFC
920
Regions Financial Corp
Alabama
$392K +$391K +7,750 New
UW
921
Unique Wealth
Florida
$391K +$70.1K +1,388 +22%
IIM
922
IFC & Insurance Marketing
California
$389K -$28.3K -561 -7%
PWM
923
Platt Wealth Management
California
$383K -$2.93K -58 -0.8%
MC
924
Moors & Cabot
Massachusetts
$382K -$256K -5,066 -40%
BEAM
925
Baker Ellis Asset Management
Washington
$381K -$27.8K -550 -7%