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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
101
Appleton Partners
Massachusetts
$24.4M -$567K -11,229 -2%
FMP
102
Financial Management Professionals
Texas
$24.3M +$380K +7,525 +2%
EK
103
Evensky & Katz
Florida
$24.1M +$921K +18,234 +4%
BMCM
104
Bryn Mawr Capital Management
Pennsylvania
$24M -$171K -3,393 -0.7%
WAM
105
Weatherly Asset Management
California
$23.9M +$830K +16,425 +4%
CG
106
Clarus Group
Texas
$23.9M -$1.3M -25,668 -5%
FPF
107
First Pacific Financial
Washington
$23.5M +$19.6M +388,312 +513%
DCM
108
Donaldson Capital Management
Indiana
$23.4M +$5.68M +112,485 +32%
PWA
109
Phoenix Wealth Advisors
North Carolina
$23M -$16.4M -323,828 -42%
NW
110
Naviter Wealth
Arkansas
$22.9M +$4.65M +92,131 +26%
HI
111
Harbour Investments
Wisconsin
$22.1M +$2.9M +57,379 +15%
IWMWV
112
Ironwood Wealth Management (West Virginia)
West Virginia
$21.9M -$474K -9,390 -2%
TNB
113
Thomasville National Bank
Georgia
$21.5M -$1.53M -30,364 -7%
CAM
114
Cresset Asset Management
Illinois
$21.4M -$3.79M -75,107 -15%
MWM
115
Mascoma Wealth Management
New Hampshire
$21M +$309K +6,114 +1%
ESL
116
Endurance Services Ltd
New York
$21M – – –
CFG
117
Cooper Financial Group
California
$20.9M -$3.14M -62,207 -13%
CIAS
118
Capital Investment Advisory Services
North Carolina
$20.9M +$1.05M +20,821 +5%
RWA
119
Roberts Wealth Advisors
California
$20.9M -$325K -6,426 -2%
PWG
120
Portside Wealth Group
Utah
$20.6M +$1.01M +19,989 +5%
MC
121
McMorgan & Co
California
$20.4M -$32.9M -651,028 -62%
HOWA
122
Heritage Oak Wealth Advisors
Florida
$20.2M +$225K +4,459 +1%
AIA
123
Arbor Investment Advisors
North Carolina
$20.2M +$890K +17,625 +5%
IA
124
IFP Advisors
Florida
$20M +$743K +14,710 +4%
IA
125
IMZ Advisory
Florida
$19.9M +$1.16M +22,872 +6%
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