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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
976
Icon Wealth Advisors
Texas
$305K +$304K +6,023 New
GAM
977
Gemmer Asset Management
California
$303K – – –
BW
978
BostonPremier Wealth
Massachusetts
$298K -$17.9K -355 -6%
NB
979
NBH Bank
Colorado
$297K +$297K +5,874 New
NCM
980
NCM Capital Management
New Jersey
$296K – – –
CBU
981
CIBC Bancorp USA
Illinois
$293K -$40.2K -796 -12%
GPA
982
Guerra Pan Advisors
New Jersey
$292K -$50.5K -1,000 -15%
AWM
983
Atticus Wealth Management
Florida
$292K -$606 -12 -0.2%
LOIP
984
Live Oak Investment Partners
Texas
$291K – – –
MAMG
985
Milestone Asset Management Group
Connecticut
$288K +$2.58K +51 +0.9%
AMIM
986
Aull & Monroe Investment Management
Alabama
$288K – – –
PF
987
PlanVest Financial
Maryland
$284K -$36.8K -728 -11%
TPWM
988
Twelve Points Wealth Management
Massachusetts
$283K – – –
HAM
989
Harmony Asset Management
Arizona
$280K – – –
FA
990
Fagan Associates
New York
$276K – – –
IIM
991
InTrack Investment Management
Vermont
$276K – – –
OFO
992
OneAscent Family Office
Alabama
$276K +$13.8K +273 +5%
OBWA
993
Oak Barrel Wealth Advisory
Virginia
$275K +$275K +5,441 New
PFG
994
Pinnacle Financial Group
Illinois
$274K +$274K +5,415 New
SW
995
SVB Wealth
Massachusetts
$271K -$404 -8 -0.1%
WIP
996
WealthCare Investment Partners
Rhode Island
$270K +$16.9K +335 +7%
CAG
997
Csenge Advisory Group
Florida
$269K -$12.3K -243 -4%
MQWP
998
Morey & Quinn Wealth Partners
Nebraska
$268K +$8.94K +177 +3%
AC
999
Addison Capital
Pennsylvania
$268K +$267K +5,295 New
NI
1000
Nest Investments
Pennsylvania
$268K +$267K +5,295 New
38 39
40
41 42