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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WOC
101
West Oak Capital
California
$17.9M +$1.71M +33,691 +11%
JWBC
102
John W. Brooker & Co
California
$17.4M +$992K +19,560 +6%
PIA
103
Pinion Investment Advisors
Kansas
$17.3M +$289K +5,704 +2%
SWP
104
Summit Wealth Partners
Florida
$17.1M +$436K +8,587 +3%
TNB
105
Thomasville National Bank
Georgia
$17.1M -$1.09M -21,557 -6%
RCA
106
Reitz Capital Advisors
Michigan
$17M +$5.06M +99,813 +42%
CCA
107
Cobblestone Capital Advisors
New York
$16.7M +$1.16M +22,822 +7%
RWA
108
Roberts Wealth Advisors
California
$16.6M +$16.6M +327,301 New
CL
109
CPWM LLC
Washington
$16.6M +$3.97M +78,333 +32%
BB
110
Berkshire Bank
Massachusetts
$16.4M +$367K +7,234 +2%
SFS
111
Sowell Financial Services
Arkansas
$16.1M +$1.84M +36,202 +13%
HighTower Advisors
112
HighTower Advisors
Illinois
$16.1M +$2.07M +40,751 +15%
TYCC
113
Texas Yale Capital Corp
Florida
$16M +$803K +15,831 +5%
RW
114
RVW Wealth
California
$16M +$2.15M +42,447 +15%
MW
115
Marks Wealth
Maryland
$15.9M +$583K +11,495 +4%
CW
116
CreativeOne Wealth
Kansas
$15.6M -$6.53M -128,818 -30%
FWM
117
Frontier Wealth Management
Missouri
$15.5M -$3.47M -68,364 -18%
SAS
118
Sage Advisory Services
Texas
$15.5M +$3.59M +70,836 +30%
KCM
119
Kathmere Capital Management
Pennsylvania
$15.5M -$74.7K -1,473 -0.5%
OIA
120
OneDigital Investment Advisors
Kansas
$15.3M -$1.05M -20,782 -6%
UB
121
UMB Bank
Missouri
$15.2M -$4.15M -81,815 -21%
DSAM
122
Dock Street Asset Management
Florida
$15.1M +$586K +11,549 +4%
BPWM
123
Badgley Phelps Wealth Managers
Washington
$14.7M +$14.7M +290,726 New
AIA
124
Arbor Investment Advisors
North Carolina
$14.6M +$7.19M +141,713 +97%
GGS
125
Galvin Gaustad & Stein
Arizona
$14.3M +$99K +1,951 +0.7%