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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
1101
Institute for Wealth Management
Colorado
$83.5K +$83.4K +1,652 New
BIM
1102
Brentview Investment Management
Illinois
$75.9K
SL
1103
Salomon & Ludwin
Virginia
$71.9K
APW
1104
Aventura Private Wealth
Florida
$71.9K +$10.4K +205 +17%
WT
1105
Whittier Trust
California
$69.8K +$19.4K +384 +38%
UBS AM
1106
UBS AM
Illinois
$63.9K
MPW
1107
MASECO Private Wealth
$61.9K
OAJ
1108
Ogorek Anthony Joseph
New York
$60K
GF
1109
GGM Financials
Ohio
$60K +$59.9K +1,186 New
WWMSC
1110
Wagner Wealth Management (South Carolina)
South Carolina
$59.5K -$5K -99 -8%
FFA
1111
Frazier Financial Advisors
Ohio
$54.3K -$35.2K -696 -39%
EWP
1112
Elevation Wealth Partners
California
$53.9K -$64.3K -1,273 -54%
WAS
1113
Winch Advisory Services
Wisconsin
$52.5K
SFG
1114
Strive Financial Group
Indiana
$51.2K -$909 -18 -2%
AWM
1115
Abound Wealth Management
Tennessee
$51.1K +$48.6K +962 +1,963%
RPC
1116
Rossmore Private Capital
Connecticut
$50.6K
GSEP
1117
Golden State Equity Partners
California
$49.9K -$3.29M -65,074 -99%
TFA
1118
Toth Financial Advisory
Virginia
$46.4K +$354 +7 +0.8%
FWA
1119
Flagship Wealth Advisors
Massachusetts
$45.4K -$2.12K -42 -4%
DJSG
1120
D.J. St. Germain
Massachusetts
$44.3K -$40.1K -794 -48%
LAS
1121
Lloyd Advisory Services
Georgia
$43.5K -$70K -1,385 -62%
VCM
1122
Versant Capital Management
Arizona
$43.4K
NRG
1123
Nemes Rush Group
Michigan
$42.8K
LWCFA
1124
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42.3K
TPCW
1125
TD Private Client Wealth
New York
$38.7K -$14.2K -282 -27%