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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$435M +$285M +5,669,288 +189%
Morgan Stanley
2
Morgan Stanley
New York
$345M +$189M +3,768,804 +121%
AF
3
Allworth Financial
California
$218M +$40.7M +810,543 +23%
UBS Group
4
UBS Group
Switzerland
$110M +$66.3M +1,320,167 +150%
S
5
SignatureFD
Georgia
$96.5M +$33.6M +670,370 +53%
Wells Fargo
6
Wells Fargo
California
$80.9M +$79.9M +1,592,296 +7,611%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$72.3M +$49.8M +992,984 +221%
AssetMark Inc
8
AssetMark Inc
California
$71.7M +$71.8M +1,430,932 New
Fidelity Investments
9
Fidelity Investments
Massachusetts
$64.9M +$151 +3 +0%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$61.8M +$44M +875,967 +245%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$59.9M +$50M +996,392 +501%
SFG
12
Sage Financial Group
Pennsylvania
$52.1M +$38M +756,383 +267%
WCM
13
Weatherstone Capital Management
Colorado
$51.4M +$41.4M +825,330 +411%
QA
14
Quantitative Advantage
Minnesota
$50.5M +$50.5M +1,006,543 New
WSTAM
15
Wilbanks Smith & Thomas Asset Management
Virginia
$49.9M +$50M +995,668 New
RW
16
REDW Wealth
New Mexico
$47.7M +$12.5M +249,453 +36%
CCMG
17
Clark Capital Management Group
Pennsylvania
$47.3M +$47.4M +943,844 New
JIP
18
Jaffetilchin Investment Partners
Florida
$46.9M +$46.9M +934,915 New
RJA
19
Raymond James & Associates
Florida
$45.2M +$18.4M +367,140 +69%
PWAG
20
Polaris Wealth Advisory Group
California
$38M +$38M +757,041 New
SFS
21
Sowell Financial Services
Arkansas
$36.2M +$36.2M +722,116 New
Citadel Advisors
22
Citadel Advisors
Florida
$32.3M +$32.3M +644,517 New
SCA
23
Stuart Chaussee & Associates
California
$31.1M +$31.1M +619,540 New
EWM
24
Evermay Wealth Management
Virginia
$30.3M +$26.7M +532,651 +733%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$29.7M +$12.6M +250,895 +73%