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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
926
Sax Wealth Advisors
New Jersey
$387K -$32.8K -648 -8%
PWM
927
Platt Wealth Management
California
$386K +$387K +7,637 New
Brown Advisory
928
Brown Advisory
Maryland
$386K -$358K -7,071 -48%
LFG
929
Larson Financial Group
Missouri
$386K +$3.95K +78 +1%
PIMG
930
Patriot Investment Management Group
Tennessee
$381K +$1.98K +39 +0.5%
AHIA
931
Andrew Hill Investment Advisors
Florida
$379K -$9.73K -192 -2%
Pathstone Holdings
932
Pathstone Holdings
New Jersey
$379K -$59.9K -1,182 -14%
WEG
933
World Equity Group
Illinois
$378K +$27.9K +550 +8%
EWM
934
Elevation Wealth Management
Minnesota
$377K +$377K +7,432 New
PHWM
935
Palatine Hill Wealth Management
Michigan
$377K +$378K +7,452 New
AWM
936
Able Wealth Management
New Jersey
$377K -$456 -9 -0.1%
JIC
937
Joel Isaacson & Co
New York
$375K -$248K -4,900 -40%
LW
938
Linscomb Wealth
Texas
$374K +$557 +11 +0.1%
RFP
939
Root Financial Partners
California
$374K +$2.13K +42 +0.6%
EFG
940
Ethos Financial Group
Pennsylvania
$371K -$57.2K -1,128 -13%
MSWM
941
Master's Wealth Management
Pennsylvania
$370K +$85.5K +1,687 +30%
AWM
942
Accurate Wealth Management
Florida
$369K +$131K +2,576 +55%
GPA
943
Guerra Pan Advisors
New Jersey
$368K -$25.3K -500 -6%
CIBC World Market
944
CIBC World Market
Ontario, Canada
$368K -$83.6K -1,649 -18%
GCP
945
Gill Capital Partners
Colorado
$368K -$83.6K -1,649 -18%
AW
946
Ankerstar Wealth
Texas
$365K +$364K +7,190 New
VA
947
VestGen Advisors
Illinois
$361K -$554K -10,932 -60%
GGA
948
Granite Group Advisors
Connecticut
$359K +$360K +7,097 New
MMM
949
Mendel Money Management
Illinois
$358K -$14K -276 -4%
VAG
950
VisionPoint Advisory Group
Texas
$354K -$10.2K -201 -3%