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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$816M +$146M +2,866,404 +22%
Bank of America
2
Bank of America
North Carolina
$726M +$52.2M +1,026,335 +8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$496M -$8.24M -162,241 -2%
Wells Fargo
4
Wells Fargo
California
$371M -$55M -1,081,500 -13%
UBS Group
5
UBS Group
Switzerland
$351M +$83.5M +1,642,845 +31%
SW
6
SVB Wealth
Massachusetts
$237M +$22.5M +441,921 +10%
HB
7
Homrich & Berg
Georgia
$230M +$44.9M +883,441 +24%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$193M +$5.91M +116,328 +3%
AF
9
Allworth Financial
California
$179M +$10.4M +205,454 +6%
Betterment LLC
10
Betterment LLC
New York
$150M +$30.6M +601,678 +26%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$128M -$3.39M -66,683 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$112M +$24M +471,726 +27%
KA
13
Klingman & Associates
New York
$107M +$46.6M +916,151 +76%
LPL Financial
14
LPL Financial
California
$106M +$7.39M +145,419 +8%
GBBWRPM
15
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$98.7M +$9.05M +178,132 +10%
RJA
16
Raymond James & Associates
Florida
$86.1M +$12.7M +250,147 +17%
SI
17
Stephens Inc
Arkansas
$78.2M +$4.58M +90,056 +6%
S
18
SignatureFD
Georgia
$66.4M +$20.8M +410,175 +46%
RW
19
REDW Wealth
New Mexico
$65.8M +$4.64M +91,248 +8%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$63.2M +$24.2M +476,101 +62%
PAG
21
Pinnacle Advisory Group
Maryland
$61.2M -$8.01M -157,673 -12%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$60.7M +$4.81M +94,629 +9%
NAM
23
NorthCoast Asset Management
Connecticut
$55.2M -$935K -18,393 -2%
SMM
24
Stadion Money Management
Georgia
$55.1M +$55.1M +1,085,241 New
Osaic Holdings
25
Osaic Holdings
Arizona
$54.9M +$5.96M +117,212 +12%
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