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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
WWWM
126
White Wing Wealth Management
Texas
$20.2M +$620K +12,283 +3%
AI
127
Atria Investments
North Carolina
$20M +$12.8M +253,457 +179%
DCM
128
Donaldson Capital Management
Indiana
$20M -$3.38M -66,877 -14%
PWM
129
Palumbo Wealth Management
New York
$19.7M -$87.2K -1,726 -0.4%
SFA
130
Souders Financial Advisors
Ohio
$19.6M +$871K +17,246 +5%
GAM
131
Gotham Asset Management
New York
$19.5M +$8.34M +165,175 +75%
CCWA
132
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$19.4M +$84.1K +1,664 +0.4%
HI
133
Hudock Inc
Pennsylvania
$19.3M -$609K -12,051 -3%
CG
134
Cynosure Group
Utah
$19.3M -$4.95K -98 -0%
IA
135
IMZ Advisory
Florida
$19.1M -$767K -15,180 -4%
CFG
136
Citizens Financial Group
Rhode Island
$18.6M +$3.87M +76,660 +26%
NFSG
137
Newbridge Financial Services Group
Florida
$18.4M +$16.9M +334,605 +1,208%
CA
138
Crumly & Associates
Illinois
$18M +$17.7M +350,636 +6,372%
LL
139
LPWM LLC
Minnesota
$18M +$1.79M +35,486 +11%
SF
140
Strategent Financial
Virginia
$17.7M +$235K +4,657 +1%
MA
141
Montag & Associates
Georgia
$17.6M +$4.15M +82,118 +31%
CWM
142
Congress Wealth Management
Massachusetts
$17.5M +$1.62M +32,096 +10%
LPT
143
Legacy Private Trust
Wisconsin
$17.4M -$235K -4,657 -1%
AF
144
Allworth Financial
California
$17.2M -$1.56M -30,832 -8%
DADC
145
D.A. Davidson & Co
Montana
$17.2M +$3.31M +65,504 +24%
VWM
146
Valley Wealth Managers
New Jersey
$17.1M +$4.17M +82,477 +32%
RWP
147
Ridgeline Wealth Planning
Ohio
$17M +$1.29M +25,600 +8%
CWM
148
Cahaba Wealth Management
Georgia
$16.9M -$104K -2,064 -0.6%
AWS
149
Atria Wealth Solutions
New York
$16.8M -$9.5M -188,122 -36%
SWP
150
Summit Wealth Partners
Florida
$16.7M -$262K -5,190 -2%
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