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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
DPI
976
Diversified Portfolios Inc
Michigan
$309K -$37.6K -745 -11%
HIA
977
Harbor Investment Advisory
Maryland
$308K +$151K +2,988 +96%
PGFG
978
Pine Grove Financial Group
Minnesota
$307K +$306K +6,063 New
GSIS
979
Global Strategic Investment Solutions
Arizona
$306K +$2.42K +48 +0.8%
CFO
980
Cambient Family Office
Michigan
$305K +$305K +6,032 New
IWA
981
Icon Wealth Advisors
Texas
$305K +$304K +6,023 New
GAM
982
Gemmer Asset Management
California
$303K – – –
BW
983
BostonPremier Wealth
Massachusetts
$298K -$17.9K -355 -6%
NB
984
NBH Bank
Colorado
$297K +$297K +5,874 New
NCM
985
NCM Capital Management
New Jersey
$296K – – –
CBU
986
CIBC Bancorp USA
Illinois
$293K -$40.2K -796 -12%
GPA
987
Guerra Pan Advisors
New Jersey
$292K -$50.5K -1,000 -15%
AWM
988
Atticus Wealth Management
Florida
$292K -$606 -12 -0.2%
LOIP
989
Live Oak Investment Partners
Texas
$291K – – –
MAMG
990
Milestone Asset Management Group
Connecticut
$288K +$2.58K +51 +0.9%
AMIM
991
Aull & Monroe Investment Management
Alabama
$288K – – –
PF
992
PlanVest Financial
Maryland
$284K -$36.8K -728 -11%
TPWM
993
Twelve Points Wealth Management
Massachusetts
$283K – – –
HAM
994
Harmony Asset Management
Arizona
$280K – – –
FA
995
Fagan Associates
New York
$276K – – –
IIM
996
InTrack Investment Management
Vermont
$276K – – –
OFO
997
OneAscent Family Office
Alabama
$276K +$13.8K +273 +5%
OBWA
998
Oak Barrel Wealth Advisory
Virginia
$275K +$275K +5,441 New
PFG
999
Pinnacle Financial Group
Illinois
$274K +$274K +5,415 New
SW
1000
SVB Wealth
Massachusetts
$271K -$404 -8 -0.1%
38 39
40
41 42