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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
VFPI
201
Vantage Financial Partners (Illinois)
Illinois
$797K +$497K +9,900 +165%
SG
202
StoneX Group
New York
$754K – – –
TCM
203
Tradewinds Capital Management
Washington
$734K +$670K +13,344 +1,029%
RAM
204
Redmond Asset Management
Virginia
$726K -$5.02K -100 -0.7%
WCAMG
205
Woodard & Company Asset Management Group
North Carolina
$686K +$686K +13,670 New
TIM
206
Total Investment Management
Arizona
$618K +$618K +12,311 New
MCM
207
Monument Capital Management
Virginia
$614K +$276K +5,507 +82%
DWM
208
Darwin Wealth Management
Florida
$589K +$590K +11,756 New
CSPIA
209
Cary Street Partners Investment Advisory
Virginia
$586K +$884K +17,615 New
VWA
210
V Wealth Advisors
Kansas
$565K +$256K +5,107 +83%
CFA
211
Carroll Financial Associates
North Carolina
$562K +$116K +2,312 +26%
IWC
212
Integrated Wealth Concepts
Massachusetts
$553K +$82.2K +1,637 +17%
TC
213
TownSquare Capital
Utah
$538K +$537K +10,706 New
HFM
214
Hartford Financial Management
Connecticut
$525K +$451K +8,981 +599%
BIAS
215
Beacon Investment Advisory Services
New Jersey
$521K +$522K +10,400 New
HFS
216
HL Financial Services
Kentucky
$510K -$3.71K -74 -0.7%
NFG
217
Next Financial Group
Texas
$510K +$247K +4,930 +94%
AAS
218
Avantax Advisory Services
Texas
$508K +$507K +10,101 New
SWP
219
Stratos Wealth Partners
Ohio
$501K -$31.2K -622 -6%
MC
220
Muzinich & Co
New York
$501K +$502K +10,000 New
CW
221
CreativeOne Wealth
Kansas
$469K +$469K +9,353 New
EWM
222
Edge Wealth Management
New York
$464K +$100K +2,000 +28%
CCA
223
Cobblestone Capital Advisors
New York
$462K +$463K +9,220 New
BFG
224
Bouchey Financial Group
New York
$456K -$65K -1,295 -12%
APC
225
Aspire Private Capital
North Carolina
$437K +$437K +8,711 New
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9
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