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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
151
Jackson Wealth Management
Florida
$5.11M +$123K +2,429 +2%
FAIM
152
Financial Advocates Investment Management
Washington
$5M +$168K +3,333 +3%
RPWA
153
Regent Peak Wealth Advisors
Georgia
$4.99M +$5M +98,979 New
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$4.97M – – –
ECM
155
Evergreen Capital Management
Washington
$4.95M -$5.52M -109,357 -53%
CW
156
CreativeOne Wealth
Kansas
$4.95M +$4.95M +98,105 New
ICM
157
IMS Capital Management
Oregon
$4.93M +$743K +14,726 +18%
TIM
158
Total Investment Management
Arizona
$4.71M -$151K -2,982 -3%
GSWM
159
Golden State Wealth Management
California
$4.71M -$84.3K -1,670 -2%
ACA
160
Ascension Capital Advisors
Texas
$4.71M +$4.71M +93,351 New
OA
161
Oxbow Advisors
Texas
$4.71M -$735K -14,567 -14%
CFG
162
Citizens Financial Group
Rhode Island
$4.66M -$265K -5,257 -5%
CA
163
Continuum Advisory
Idaho
$4.65M +$1.65M +32,673 +55%
AF
164
Affiance Financial
Minnesota
$4.65M +$203K +4,019 +5%
IA
165
IFP Advisors
Florida
$4.59M +$60.4K +1,197 +1%
PCIA
166
Prime Capital Investment Advisors
Kansas
$4.58M +$4.59M +90,882 New
KF
167
Krilogy Financial
Missouri
$4.5M +$2.15M +42,648 +91%
BRWM
168
B. Riley Wealth Management
Tennessee
$4.44M +$96.4K +1,910 +2%
BCP
169
Blue Chip Partners
Michigan
$4.42M +$1M +19,857 +29%
JP Morgan Chase
170
JP Morgan Chase
New York
$4.41M -$18.9M -374,916 -81%
WCM
171
Windsor Capital Management
Arizona
$4.35M +$792K +15,695 +22%
SW
172
SlateStone Wealth
Florida
$4.28M +$3.17M +62,825 +284%
BL
173
BFSG LLC
California
$4.26M -$202K -4,001 -5%
PFS
174
Prospera Financial Services
Texas
$4.22M -$260K -5,160 -6%
RCA
175
Rowland Carmichael Advisors
Arizona
$4.17M -$371K -7,342 -8%