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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
101
Soltis Investment Advisors
Utah
$24.7M -$336K -6,647 -1%
EK
102
Evensky & Katz
Florida
$24.6M +$469K +9,286 +2%
FF
103
Fluent Financial
Texas
$24.6M -$12.3M -242,684 -33%
WAM
104
Weatherly Asset Management
California
$24.4M +$455K +9,002 +2%
WWM
105
WJ Wealth Management
Arizona
$24.2M -$942K -18,646 -4%
HI
106
Harbour Investments
Wisconsin
$24M +$1.85M +36,606 +8%
I
107
INVST
Indiana
$23.6M +$14.6M +288,183 +163%
CG
108
Clarus Group
Texas
$23.5M -$449K -8,891 -2%
PWA
109
Phoenix Wealth Advisors
North Carolina
$23.4M +$364K +7,199 +2%
AP
110
Appleton Partners
Massachusetts
$23.3M -$1.1M -21,703 -5%
CFS
111
Compass Financial Services
Iowa
$23.2M -$4.19M -82,936 -15%
RWA
112
Roberts Wealth Advisors
California
$23M +$2.09M +41,388 +10%
HWP
113
Highline Wealth Partners
California
$22.5M +$5.58M +110,455 +33%
HOWA
114
Heritage Oak Wealth Advisors
Florida
$22.1M +$1.85M +36,607 +9%
IWMWV
115
Ironwood Wealth Management (West Virginia)
West Virginia
$22M +$55.3K +1,095 +0.3%
MCM
116
Mainstream Capital Management
California
$22M +$2.42M +47,940 +12%
CIAS
117
Capital Investment Advisory Services
North Carolina
$21.6M +$675K +13,356 +3%
DWM
118
Dakota Wealth Management
Florida
$21.5M +$3.2M +63,388 +18%
CAWM
119
Capital Advisors Wealth Management
Washington
$21.3M +$4.2M +83,195 +25%
ESL
120
Endurance Services Ltd
New York
$21M – – –
MWM
121
Mascoma Wealth Management
New Hampshire
$21M -$60.2K -1,192 -0.3%
TNB
122
Thomasville National Bank
Georgia
$20.8M -$704K -13,930 -3%
AIA
123
Arbor Investment Advisors
North Carolina
$20.7M +$565K +11,178 +3%
IA
124
IFP Advisors
Florida
$20.6M +$603K +11,946 +3%
CFG
125
Cooper Financial Group
California
$20.4M -$570K -11,293 -3%
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