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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
951
Bogart Wealth LLC
Virginia
$451 – – –
SFC
952
SYM Financial Corp
Indiana
$251 +$201 +4 +400%
DJSG
953
D.J. St. Germain
Massachusetts
$100 +$100 +2 New
GWSA
954
Global Wealth Strategies & Associates
Colorado
$7 – – –
HCM
955
Hilton Capital Management
New York
– -$8.48M -169,225 Closed
GAG
956
GM Advisory Group
New York
– -$5.25M -104,311 Closed
FEM
957
Fulcrum Equity Management
Texas
– -$5.16M -102,540 Closed
3AM
958
3EDGE Asset Management
Florida
– -$3.78M -75,033 Closed
WCAMG
959
Woodard & Company Asset Management Group
North Carolina
– -$3.61M -71,801 Closed
LWP
960
Laurel Wealth Planning
Minnesota
– -$3.14M -62,317 Closed
CA
961
Crumly & Associates
Illinois
– -$2.8M -55,691 Closed
SB
962
Strategic Blueprint
Georgia
– -$2.43M -48,369 Closed
AHC
963
Anderson Hoagland & Co
Missouri
– -$2.41M -47,823 Closed
BIP
964
Blueprint Investment Partners
North Carolina
– -$2.27M -45,163 Closed
TC
965
Trilogy Capital
California
– -$2.19M -43,554 Closed
CFAM
966
Center For Asset Management
Florida
– -$1.51M -30,042 Closed
LHWM
967
Lake Hills Wealth Management
Texas
– -$1.28M -25,389 Closed
RCS
968
Retirement Capital Strategies
California
– -$1.15M -22,835 Closed
LSA
969
Lion Street Advisors
Texas
– -$981K -19,500 Closed
SSWM
970
Smith Salley Wealth Management
North Carolina
– -$945K -18,783 Closed
OCPWS
971
One Charles Private Wealth Services
Massachusetts
– -$937K -18,623 Closed
BHWA
972
Beacon Harbor Wealth Advisors
Virginia
– -$823K -16,350 Closed
CGA
973
Crescent Grove Advisors
Illinois
– -$802K -15,945 Closed
RA
974
RFG Advisory
Alabama
– -$766K -15,220 Closed
GI
975
Glovista Investments
New Jersey
– -$707K -14,053 Closed
37 38
39
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