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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1051
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42.5K – – –
MSFP
1052
Mark Sheptoff Financial Planning
Connecticut
$40.6K +$9.87K +195 +32%
TLA
1053
Tanglewood Legacy Advisors
Texas
$39.3K – – –
ME
1054
McIlrath & Eck
Washington
$38.9K -$294K -5,807 -88%
ANBT
1055
American National Bank & Trust
Texas
$37.5K +$37.5K +740 New
BDPWM
1056
Barnes Dennig Private Wealth Management
Ohio
$37.1K – – –
BWL
1057
Bogart Wealth LLC
Virginia
$35.8K – – –
PW
1058
Pandora Wealth
Illinois
$32.4K -$2.18K -43 -6%
CPG
1059
Cornerstone Planning Group
New Jersey
$30.9K +$405 +8 +1%
LWMI
1060
Legacy Wealth Management (Idaho)
Idaho
$30.9K +$27.2K +537 +746%
MWM
1061
MGB Wealth Management
Texas
$30K +$29.9K +591 New
QWM
1062
Quaker Wealth Management
New Jersey
$28.7K -$12K -238 -30%
PPA
1063
Painted Porch Advisors
California
$25.4K -$14.4K -284 -36%
RPC
1064
Rossmore Private Capital
Connecticut
$25.4K +$25.3K +500 New
CPA
1065
Cardiff Park Advisors
California
$25.3K +$25.2K +498 New
CCC
1066
Chelsea Counsel Company
California
$24.6K – – –
CFO
1067
CVA Family Office
Colorado
$22.9K – – –
SIS
1068
Sound Income Strategies
Florida
$22.3K -$36.6K -722 -62%
TAM
1069
Tucker Asset Management
Colorado
$21.3K – – –
RS
1070
Rakuten Securities
Japan
$20.5K +$20.3K +400 +8,000%
CB
1071
Community Bank
New York
$20.3K – – –
CSPIA
1072
Cary Street Partners Investment Advisory
Virginia
$20.1K – – –
CA
1073
Centerpoint Advisors
Massachusetts
$20K – – –
TPCW
1074
TD Private Client Wealth
New York
$19.9K -$28.2K -558 -59%
HNB
1075
Hilltop National Bank
Wyoming
$19.8K – – –
41 42
43
44 45