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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1126
Allied Private Wealth
Florida
$37.9K +$37.9K +751 New
BDPWM
1127
Barnes Dennig Private Wealth Management
Ohio
$37K – – –
BWL
1128
Bogart Wealth LLC
Virginia
$35.7K – – –
ANBT
1129
American National Bank & Trust
Texas
$34.9K -$39.8K -787 -53%
BFS
1130
Beacon Financial Strategies
North Carolina
$33.8K +$33.7K +668 New
HFG
1131
Harborfront Financial Group
Michigan
$33K +$32.9K +652 New
CPG
1132
Cornerstone Planning Group
New Jersey
$31.1K -$455 -9 -1%
CWM
1133
Copia Wealth Management
Oregon
$29.9K – – –
SFCL
1134
Strengthening Families & Communities LLC
Massachusetts
$28.1K +$28K +555 New
QWM
1135
Quaker Wealth Management
New Jersey
$26.3K -$3.59K -71 -12%
CCC
1136
Chelsea Counsel Company
California
$24.5K – – –
CFO
1137
CVA Family Office
Colorado
$22.8K – – –
SRCM
1138
Signature Resources Capital Management
California
$21.9K +$21.9K +433 New
MP
1139
McDonald Partners
Ohio
$20.2K +$20.2K +400 New
CB
1140
Community Bank
New York
$20.2K – – –
SIS
1141
Strategic Investment Solutions
Illinois
$19.8K – – –
LF
1142
LifeSteps Financial
California
$18.7K +$18.7K +370 New
HFS
1143
Hughes Financial Services
Virginia
$16.9K – – –
CMP
1144
Coston McIsaac & Partners
Maine
$16K – – –
OC
1145
Oakworth Capital
Alabama
$14.8K -$152K -3,000 -91%
EAM
1146
Eukles Asset Management
Ohio
$14.2K – – –
CFM
1147
Compass Financial Management
Florida
$13.6K +$13.5K +268 New
TLA
1148
Tanglewood Legacy Advisors
Texas
$12.9K – – –
PWAM
1149
Private Wealth Asset Management
Iowa
$12.6K – – –
CFP
1150
Comprehensive Financial Planning
Pennsylvania
$12.6K +$152 +3 +1%
44 45
46
47 48