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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
$2.39B +$535M +10,681,491 +29%
Bank of America
2
Bank of America
North Carolina
$981M +$131M +2,620,396 +15%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$974M +$17M +339,829 +2%
UBS Group
4
UBS Group
Switzerland
$489M +$56.8M +1,132,575 +13%
AAS
5
Avantax Advisory Services
Texas
$421M -$13.2M -263,417 -3%
Wells Fargo
6
Wells Fargo
California
$406M +$72.4M +1,444,328 +22%
SW
7
SVB Wealth
Massachusetts
$376M +$8.24M +164,450 +2%
LPL Financial
8
LPL Financial
California
$317M +$98.7M +1,968,343 +45%
JP Morgan Chase
9
JP Morgan Chase
New York
$314M +$4.86M +96,920 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$307M +$114M +2,271,795 +59%
GC
11
Grimes & Company
Massachusetts
$292M -$26.8M -535,090 -8%
HWM
12
HB Wealth Management
Georgia
$285M -$1.73M -34,558 -0.6%
CCMG
13
Clark Capital Management Group
Pennsylvania
$204M -$1.44M -28,631 -0.7%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$203M +$13.4M +267,774 +7%
FDCC
15
Foster Dykema Cabot & Co
Massachusetts
$198M +$1.41M +28,034 +0.7%
Betterment LLC
16
Betterment LLC
New York
$186M – – –
LWMT
17
Legacy Wealth Management (Tennessee)
Tennessee
$183M +$103M +2,060,060 +130%
AssetMark Inc
18
AssetMark Inc
California
$177M -$13.8M -274,719 -7%
Osaic Holdings
19
Osaic Holdings
Arizona
$171M +$53.2M +1,062,245 +45%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$151M +$56M +1,118,022 +59%
Charles Schwab
21
Charles Schwab
California
$149M +$149M +2,974,316 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$146M -$1.51M -30,148 -1%
S
23
SignatureFD
Georgia
$116M -$12.1M -240,838 -9%
TW
24
Transform Wealth
Colorado
$115M +$111M +2,207,950 +2,811%
AWS
25
AJ Wealth Strategies
New York
$111M +$6.29M +125,551 +6%
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