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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1126
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42.5K – – –
OA
1127
Operose Advisors
Wisconsin
$40.9K +$37.8K +747 +1,225%
ME
1128
McIlrath & Eck
Washington
$38.8K – – –
SAG
1129
SageView Advisory Group
California
$38.7K +$38.8K +765 New
CFB
1130
Cullen/Frost Bankers
Texas
$38.2K -$34.6K -682 -47%
GAFA
1131
Garton & Associates Financial Advisors
Kentucky
$38.1K +$38.2K +754 New
HHGA
1132
Halbert Hargrove Global Advisors
California
$37.9K +$38K +750 New
TPCW
1133
TD Private Client Wealth
New York
$37.6K +$17.7K +350 +89%
BDPWM
1134
Barnes Dennig Private Wealth Management
Ohio
$37K – – –
BWL
1135
Bogart Wealth LLC
Virginia
$35.7K – – –
CPA
1136
Cardiff Park Advisors
California
$35.1K +$9.93K +196 +39%
MI
1137
Motiv8 Investments
Florida
$32K +$32K +631 New
CPG
1138
Cornerstone Planning Group
New Jersey
$31.3K +$304 +6 +1%
SN
1139
Sittner & Nelson
Oregon
$29.8K +$29.8K +588 New
QWM
1140
Quaker Wealth Management
New Jersey
$29.7K +$1.01K +20 +4%
JHCP
1141
Jackson Hole Capital Partners
Oklahoma
$28.1K +$28.2K +556 New
CCC
1142
Chelsea Counsel Company
California
$24.6K – – –
CCMI
1143
Creative Capital Management Investments
California
$24.2K +$24.3K +479 New
DJSG
1144
D.J. St. Germain
Massachusetts
$24K -$26.4K -521 -52%
TLA
1145
Tanglewood Legacy Advisors
Texas
$24K -$15.2K -300 -39%
CFO
1146
CVA Family Office
Colorado
$22.8K – – –
LWMI
1147
Legacy Wealth Management (Idaho)
Idaho
$21.6K -$9.22K -182 -30%
TAM
1148
Tucker Asset Management
Colorado
$21.2K – – –
CB
1149
Community Bank
New York
$20.2K – – –
HNB
1150
Hilltop National Bank
Wyoming
$19.8K – – –
44 45
46
47 48