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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
926
Baker Tilly Wealth Management
Wisconsin
$283K -$141K -2,783 -33%
4WM
927
49 Wealth Management
Texas
$282K +$282K +5,568 New
HWA
928
HHM Wealth Advisors
Tennessee
$282K – – –
IIM
929
InTrack Investment Management
Vermont
$281K – – –
RFA
930
Resurgent Financial Advisors
Georgia
$281K -$484K -9,557 -63%
HTC
931
Haverford Trust Company
Pennsylvania
$279K -$27.8K -550 -9%
ACM
932
Aurdan Capital Management
Pennsylvania
$276K – – –
HG
933
Harbor Group
New Hampshire
$273K +$272K +5,377 New
CA
934
CWC Advisors
Oregon
$273K -$4.86K -96 -2%
IA
935
Intellus Advisors
Florida
$270K +$17.7K +350 +7%
CC
936
Courier Capital
New York
$270K -$25.1K -495 -9%
MAMG
937
Milestone Asset Management Group
Connecticut
$267K +$266K +5,261 New
BWM
938
BlackDiamond Wealth Management
New York
$266K +$14.5K +287 +6%
RFA
939
Rollins Financial Advisors
New York
$261K – – –
MQWP
940
Morey & Quinn Wealth Partners
Nebraska
$260K -$18.5K -365 -7%
BP
941
BWM Planning
Texas
$259K +$258K +5,102 New
ICMM
942
Integrated Capital Management (Michigan)
Michigan
$259K -$2.68K -53 -1%
MFC
943
Morris Financial Concepts
South Carolina
$258K +$4.1K +81 +2%
CAG
944
Csenge Advisory Group
Florida
$258K -$418K -8,259 -62%
WSCM
945
Wellington Shields Capital Management
New York
$254K – – –
RMP
946
Richards, Merrill & Peterson
Washington
$253K – – –
KF
947
K2 Financial
California
$251K -$1.01K -20 -0.4%
NP
948
NorthRock Partners
Minnesota
$250K -$35.2K -695 -12%
PB
949
Pinnacle Bancorp
Nebraska
$250K – – –
BWM
950
BCGM Wealth Management
Indiana
$250K -$456 -9 -0.2%
36 37
38
39 40