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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
201
IronBridge Private Wealth
Texas
$11.6M -$37K -732 -0.3%
CWC
202
Carolinas Wealth Consulting
North Carolina
$11.5M -$31.9K -631 -0.3%
AWM
203
Apollon Wealth Management
South Carolina
$11.5M +$4.15M +82,153 +57%
CPW
204
Crestmont Private Wealth
Texas
$11.4M +$4.2M +83,247 +58%
MA
205
Mutual Advisors
Nebraska
$11.4M -$432K -8,555 -4%
RCA
206
Resonant Capital Advisors
Wisconsin
$11.4M +$761K +15,073 +7%
ACP
207
Arcus Capital Partners
Georgia
$11.4M +$4.03M +79,797 +55%
HSG
208
Helen Stephens Group
Texas
$11.3M +$179K +3,548 +2%
WWA
209
WCG Wealth Advisors
Nevada
$11.3M -$1.73M -34,151 -13%
CPWA
210
Cerro Pacific Wealth Advisors
California
$11.2M +$4.29M +84,972 +62%
PJWM
211
Philip James Wealth Mangement
Georgia
$11.1M -$737K -14,599 -6%
IFG
212
Independent Financial Group
California
$11.1M +$2.97M +58,871 +37%
GAM
213
Gotham Asset Management
New York
$11.1M +$4.58M +90,666 +71%
LCGC
214
Legacy Capital Group California
California
$11M -$6.01M -118,990 -35%
TCM
215
TD Capital Management
Tennessee
$11M +$704K +13,932 +7%
PFWA
216
Paces Ferry Wealth Advisors
Georgia
$11M +$387K +7,661 +4%
MSA
217
Mason Street Advisors
Wisconsin
$11M – – –
EWA
218
Encompass Wealth Advisors
Oregon
$10.9M -$51.9K -1,027 -0.5%
BA
219
Bristlecone Advisors
Washington
$10.8M +$2.26M +44,735 +27%
NW
220
NewEdge Wealth
Pennsylvania
$10.7M +$4.14M +82,020 +63%
GFG
221
Goldstone Financial Group
Illinois
$10.6M +$2.56M +50,640 +32%
CWA
222
Choice Wealth Advisors
Maine
$10.6M +$14.5K +288 +0.1%
CCG
223
Chatham Capital Group
Georgia
$10.6M +$511K +10,125 +5%
SSB
224
Sandy Spring Bank
Maryland
$10.6M +$1.06M +20,891 +11%
SCM
225
SOL Capital Management
Maryland
$10.6M -$728K -14,404 -6%
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