JPM Ultra-Short Muni IncomeJMSTETF
13F holders, Q1 2025 (March 31)492holders +31
64new positions
27sold out
3famous investors
$50.79avg. 13F price*
At the end of Q1 2025, 492 institutions reported holding JPM Ultra-Short Muni Income (JMST) in their 13F filings, up 31 from Q4 2024. 64 opened new positions and 27 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($160.1M), Bank of America Corp. ($155.9M) and LPL Financial LLC ($137.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPM Ultra-Short Muni Income
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q1 2025)
- CUSIP
- 46641Q654
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $71.7M |
| Exits | 27 | $19.9M |
All 13F filers, Q4 2024 → Q1 2025: 8,661,588 shares bought and 2,275,977 shares sold, net +6,385,611 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 492 holders
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +31.2% | 3,147,636 | $160.1M |
| Bank of America Corp. | 0.01% | Add +4.6% | 3,066,845 | $155.9M |
| LPL Financial LLC | 0.05% | Add +16.4% | 2,710,883 | $137.8M |
| FMR LLC | 0.01% | Reduce -7.7% | 1,695,704 | $86.2M |
| Wells Fargo & Company | 0.02% | Add +44.1% | 1,324,349 | $67.3M |
| Resonant Capital Advisors, LLC | 4.54% | Add +9.2% | 1,279,757 | $65.1M |
| Bailard, Inc. | 1.36% | Add +20.8% | 1,036,968 | $52.7M |
| Salomon & Ludwin, LLC | 5.51% | Reduce -1.0% | 1,017,236 | $51.7M |
| Corient Private Wealth LP | 0.08% | Add +32.0% | 918,721 | $46.7M |
| Renaissance Technologies | 0.07% | Add +17.5% | 902,393 | $45.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.7% | 860,578 | $43.8M |
| NorthRock Partners, LLC | 1.41% | Add +20.0% | 822,298 | $41.8M |
| Bank of New York Mellon Corp | 0.01% | Add +0.7% | 718,134 | $36.5M |
| UBS Group AG | 0.01% | Add +8.0% | 665,492 | $33.8M |
| Thrivent Financial for Lutherans | 0.07% | Add +6.6% | 642,616 | $32.7M |
| HB Wealth Management, LLC | 0.27% | Add +10.2% | 639,956 | $32.5M |
| Weatherly Asset Management L. P. | 2.77% | Add +3.9% | 606,737 | $30.9M |
| FSM Wealth Advisors, LLC | 6.81% | Add +0.1% | 595,459 | $30.3M |
| Avidian Wealth Enterprises, LLC | 1.33% | Add +981.9% | 585,649 | $29.8M |
| Raymond James Financial Inc. | 0.01% | Add +25.0% | 548,025 | $27.9M |
| Osaic Holdings, Inc. | 0.06% | Add +29.4% | 546,570 | $27.8M |
| Cerity Partners LLC | 0.06% | Add +2.8% | 538,472 | $27.4M |
| Global Wealth Management, LLC | 15.16% | Add +30.7% | 516,882 | $26.3M |
| Bridgewater Advisors Inc. | 2.16% | Add +0.2% | 491,440 | $25.0M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +60.5% | 489,411 | $24.9M |
| Fiduciary Trust Co | 0.32% | Reduce -29.5% | 481,169 | $24.5M |
| CWA Asset Management Group, LLC | 1.17% | Add +9.6% | 478,001 | $24.3M |
| Great Valley Advisor Group, Inc. | 0.52% | Add +16.2% | 475,919 | $24.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +102.9% | 443,614 | $22.6M |
| Integrated Wealth Concepts LLC | 0.26% | Reduce -10.5% | 436,721 | $22.2M |
| HighTower Advisors, LLC | 0.03% | Add +9.1% | 432,614 | $22.0M |
| Focus Partners Wealth | 0.06% | Reduce -12.4% | 430,418 | $21.9M |
| Cwm, LLC | 0.08% | Add +5.6% | 418,143 | $21.3M |
| Global Strategic Investment Solutions, LLC | 2.38% | Add +7.8% | 405,060 | $20.6M |
| Royal Bank of Canada | 0.00% | Add +10.3% | 400,679 | $20.4M |
| Trust Co | 2.39% | Add +108.3% | 395,947 | $20.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +70.5% | 387,120 | $19.7M |
| MJP Associates Inc. | 3.42% | Add +4.8% | 372,499 | $18.9M |
| Advisor OS, LLC | 2.16% | Add +4.1% | 372,499 | $18.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.35% | Reduce -4.7% | 371,461 | $18.9M |
| Mariner, LLC | 0.03% | Reduce -0.4% | 370,236 | $18.8M |
| Jane Street Group, LLC | 0.03% | New | 310,375 | $15.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -4.3% | 303,361 | $15.4M |
| Captrust Financial Advisors | 0.04% | Add +30.7% | 291,711 | $14.8M |
| Lido Advisors, LLC | 0.09% | Add +160.0% | 290,330 | $14.8M |
| NewEdge Advisors, LLC | 0.08% | Add +11.6% | 262,352 | $13.3M |
| Cetera Investment Advisers | 0.02% | Add +70.4% | 249,764 | $12.7M |
| TD Capital Management LLC | 1.28% | Add +0.5% | 248,299 | $12.6M |
| MBM Wealth Consultants, LLC | 3.68% | Reduce -3.3% | 244,613 | $12.4M |
| Interchange Capital Partners, LLC | 3.47% | Add +47.9% | 243,538 | $12.4M |
| Flputnam Investment Management Co. | 0.23% | Add +8.7% | 237,217 | $12.1M |
| Principle Wealth Partners LLC | 0.85% | Reduce -19.4% | 234,414 | $11.9M |
| Kestra Investment Management, LLC | 0.22% | Add +6080.7% | 286,722 | $11.5M |
| Oak Harvest Investment Services | 1.57% | Add +15.9% | 220,554 | $11.2M |
| AlphaCore Capital LLC | 0.95% | New | 220,456 | $11.2M |
| Stifel Financial Corp. | 0.01% | Add +26.1% | 220,310 | $11.2M |
| Boothe Investment Group, Inc. | 5.06% | Reduce -16.2% | 218,071 | $11.1M |
| Rosenberg Matthew Hamilton | 2.65% | Add +18.2% | 208,159 | $10.6M |
| Sunflower Bank, N.A. | 2.96% | Add +8.6% | 207,686 | $10.6M |
| Perigon Wealth Management, LLC | 0.27% | Add +160.1% | 205,521 | $10.5M |
| Diversified Portfolios, Inc. | 1.04% | Add +42.3% | 194,018 | $9.9M |
| Opal Wealth Advisors, LLC | 3.03% | Add +20.6% | 193,433 | $9.8M |
| Franklin Resources Inc. | 0.00% | Add +14.3% | 185,776 | $9.4M |
| Phoenix Wealth Advisors | 4.00% | Reduce -1.0% | 180,633 | $9.2M |
| Quotient Wealth Partners, LLC | 0.28% | Add +8.1% | 173,353 | $8.8M |
| Davidson Investment Advisors | 0.42% | Add +6.5% | 169,057 | $8.6M |
| Sequoia Financial Advisors, LLC | 0.06% | Reduce -3.5% | 163,984 | $8.3M |
| Boulder Wealth Advisors, LLC | 4.83% | Add +47.2% | 163,246 | $8.3M |
| Axxcess Wealth Management, LLC | 0.22% | Add +17.2% | 159,576 | $8.1M |
| Aptus Capital Advisors, LLC | 0.09% | Reduce -4.4% | 158,397 | $8.1M |
| Great Point Wealth Advisors, LLC | 1.72% | Add +0.1% | 156,687 | $8.0M |
| Regions Financial Corp. | 0.06% | Reduce -11.3% | 156,546 | $8.0M |
| Tortoise Investment Management, LLC | 0.83% | Add +58.2% | 156,530 | $8.0M |
| Auxano Advisors, LLC | 2.00% | Add +0.7% | 148,631 | $7.6M |
| Capital Asset Advisory Services LLC | 0.38% | Add +18.9% | 147,072 | $7.5M |
| Jones Financial Companies LLLP | 0.01% | Add +75.8% | 140,244 | $7.1M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -4.8% | 135,978 | $6.9M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -4.8% | 135,978 | $6.9M |
| Chesley Taft & Associates LLC | 0.33% | Add +13.3% | 132,710 | $6.7M |
| D L Carlson Investment Group Inc. | 1.29% | Reduce -9.4% | 131,551 | $6.7M |
| Prosperity Consulting Group, LLC | 0.51% | Reduce -10.5% | 130,828 | $6.7M |
| Apex Wealth Management, LLC | 5.95% | Add +132.7% | 130,144 | $6.6M |
| McNamara Financial Services, Inc. | 1.38% | Add +7.6% | 125,750 | $6.4M |
| Websterrogers Financial Advisors, LLC | 2.13% | Reduce -0.8% | 122,866 | $6.2M |
| Keybank National Association | 0.03% | Reduce -0.2% | 122,790 | $6.2M |
| Elmwood Wealth Management, Inc. | 2.55% | Add +14.1% | 122,330 | $6.2M |
| Appleton Partners Inc. | 0.48% | Reduce -3.1% | 122,142 | $6.2M |
| WCG Wealth Advisors LLC | 0.46% | Reduce -12.6% | 119,855 | $6.1M |
| Private Advisor Group, LLC | 0.04% | Add +23.0% | 119,728 | $6.1M |
| Legacy CG, LLC | 1.95% | Reduce -8.0% | 118,628 | $6.0M |
| Mills Wealth Advisors LLC | 3.11% | Reduce -40.0% | 115,061 | $5.9M |
| Insight Advisors, LLC/ PA | 1.02% | Add +4.5% | 114,312 | $5.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -10.7% | 112,097 | $5.7M |
| PDS Planning, Inc | 0.48% | Add +6.7% | 110,976 | $5.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +56.9% | 110,615 | $5.6M |
| SOL Capital Management CO | 0.61% | Add +25.9% | 109,365 | $5.6M |
| CFO4Life Group, LLC | 0.93% | Reduce -55.0% | 109,075 | $5.5M |
| Smith Anglin Financial, LLC | 0.58% | Reduce -6.0% | 108,470 | $5.5M |
| Transform Wealth, LLC | 0.33% | Reduce -65.3% | 108,104 | $5.5M |
| EP Wealth Advisors, LLC | 0.04% | Add +22.4% | 107,738 | $5.5M |
| Stewardship Advisors, LLC | 1.46% | Add +25.3% | 106,016 | $5.4M |
| Legacy Private Trust Co. | 0.37% | Add +21.9% | 105,349 | $5.4M |
| YHB Investment Advisors, Inc. | 0.45% | Add +19.9% | 104,942 | $5.3M |
| Beacon Investment Advisory Services, Inc. | 0.25% | Reduce -0.6% | 104,848 | $5.3M |
| Capital Analysts, LLC | 0.20% | New | 104,432 | $5.3M |
| Roof Eidam Maycock Peralta, LLC | 1.41% | Add +4.0% | 104,349 | $5.3M |
| IMZ Advisory Inc | 2.35% | Reduce -0.3% | 101,698 | $5.2M |
| Bokf, NA | 0.09% | Reduce -6.3% | 101,627 | $5.2M |
| Wealth Alliance Advisory Group, LLC | 1.05% | Add +15.9% | 99,855 | $5.1M |
| CENTRAL TRUST Co | 0.11% | Add +2.1% | 91,206 | $4.6M |
| Forza Wealth Management, LLC | 2.07% | Add +189.8% | 90,700 | $4.6M |
| BCGM Wealth Management, LLC | 1.39% | Reduce -9.9% | 89,002 | $4.5M |
| Albion Financial Group | 0.31% | Add +11.4% | 87,299 | $4.4M |
| Brandywine Oak Private Wealth LLC | 0.43% | Reduce -1.5% | 86,384 | $4.4M |
| Whitegate Investment Counselors, Inc. | 1.56% | Add +3.5% | 86,215 | $4.4M |
| Capital Management Corp. | 0.74% | Add +3.7% | 84,072 | $4.3M |
| Kintra Wealth, LLC | 2.88% | Add +128.1% | 84,068 | $4.3M |
| Jupiter Wealth Management LLC | 2.46% | No change | 80,000 | $4.1M |
| MML Investors Services, LLC | 0.01% | Add +35.6% | 76,505 | $3.9M |
| Perennial Advisors, LLC | 0.77% | Reduce -5.7% | 76,011 | $3.9M |
| StrongBox Wealth, LLC | 1.60% | Add +14.9% | 75,548 | $3.8M |
| Truist Financial Corp. | 0.01% | Reduce -8.5% | 73,943 | $3.8M |
| Cooper Financial Group | 0.49% | Reduce -0.9% | 73,865 | $3.8M |
| Signet Financial Management, LLC | 0.50% | Reduce -3.4% | 72,865 | $3.7M |
| Fairview Capital Investment Management, LLC | 0.19% | Reduce -0.9% | 71,975 | $3.7M |
| LPWM LLC | 1.18% | Add +40.1% | 71,965 | $3.7M |
| Richard P Slaughter Associates Inc | 0.84% | Add +130.1% | 70,738 | $3.6M |
| ERn Financial, LLC | 0.56% | Add +6.8% | 69,512 | $3.5M |
| Three Bridge Wealth Advisors, LLC | 1.22% | Add +0.1% | 69,161 | $3.5M |
| Modern Wealth Management, LLC | 0.11% | Reduce -0.8% | 69,075 | $3.5M |
| Stonebridge Financial Group, LLC | 0.37% | Add +11.0% | 67,955 | $3.5M |
| SVB Wealth LLC | 0.14% | Reduce -7.8% | 66,824 | $3.4M |
| Sterling Financial Group, Inc. | 1.21% | Add +567.4% | 66,275 | $3.4M |
| Transce3nd, LLC | 1.47% | Reduce -13.6% | 64,910 | $3.3M |
| Goelzer Investment Management, Inc. | 0.19% | Add +52.2% | 64,645 | $3.3M |
| Sunburst Financial Group, LLC | 0.80% | Reduce -12.5% | 64,132 | $3.3M |
| Castlekeep Investment Advisors LLC | 1.67% | Reduce -41.6% | 63,733 | $3.2M |
| Mutual Advisors, LLC | 0.09% | Add +13.8% | 63,653 | $3.2M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +11.1% | 63,158 | $3.2M |
| Highline Wealth Partners LLC | 1.08% | Reduce -5.5% | 62,803 | $3.2M |
| Dynamic Advisor Solutions LLC | 0.10% | Reduce -2.5% | 62,238 | $3.2M |
| Blueprint Investment Partners LLC | 0.58% | New | 62,224 | $3.2M |
| Graves Light Lenhart Wealth, Inc. | 0.38% | Add +14.5% | 61,611 | $3.1M |
| Aspen Wealth Management LLC | 0.86% | Add +11.1% | 59,873 | $3.0M |
| SkyOak Wealth, LLC | 0.66% | Reduce -14.3% | 59,022 | $3.0M |
| Venturi Wealth Management, LLC | 0.16% | Add +18.6% | 58,981 | $3.0M |
| Paladin Advisory Group, LLC | 2.29% | Add +75.9% | 56,262 | $2.9M |
| Princeton Global Asset Management LLC | 0.57% | Add +141.1% | 56,028 | $2.8M |
| Avantax Advisory Services, Inc. | 0.02% | Add +45.1% | 54,409 | $2.8M |
| Encompass Wealth Advisors, LLC | 1.11% | Reduce -1.5% | 53,819 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -21.0% | 53,453 | $2.7M |
| Adamsbrown Wealth Consultants LLC | 0.85% | Reduce -1.4% | 53,090 | $2.7M |
| Rossmore Private Capital | 0.33% | Add +894.2% | 53,039 | $2.7M |
| Robinson Smith Wealth Advisors LLC | 2.20% | Add +3.8% | 51,738 | $2.6M |
| Focus Financial Network, Inc. | 0.11% | Reduce -2.7% | 51,681 | $2.6M |
| Vertex Planning Partners, LLC | 0.57% | Add +5.1% | 51,008 | $2.6M |
| CCG Wealth Management, LLC | 1.53% | Add +38.8% | 50,317 | $2.6M |
| Synovus Financial Corp. | 0.03% | Reduce -4.1% | 50,050 | $2.5M |
| Integrated Advisors Network LLC | 0.13% | Reduce -1.8% | 49,256 | $2.5M |
| Gradient Investments LLC | 0.05% | New | 49,243 | $2.5M |
| Sandbox Financial Partners, LLC | 0.88% | Add +2.7% | 49,189 | $2.5M |
| Laurel Wealth Planning LLC | 1.65% | Add +19.1% | 48,914 | $2.5M |
| Clarity Asset Management, Inc. | 1.56% | Add +0.1% | 47,593 | $2.4M |
| Pennsylvania Capital Management Inc. | 0.89% | Add +44.6% | 47,586 | $2.4M |
| Creative Planning | 0.00% | Add +4.8% | 47,584 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +13.6% | 47,314 | $2.4M |
| Syverson Strege & Co | 0.76% | New | 46,601 | $2.4M |
| Narus Financial Partners, LLC | 0.79% | Reduce -29.5% | 45,942 | $2.3M |
| Freedom Investment Management, Inc. | 0.19% | Reduce -3.0% | 45,287 | $2.3M |
| NCM Capital Management, LLC | 1.03% | Add +143.1% | 44,915 | $2.3M |
| Virtue Capital Management, LLC | 0.26% | New | 44,089 | $2.2M |
| Kathmere Capital Management, LLC | 0.19% | Reduce -17.7% | 43,915 | $2.2M |
| Parallel Advisors, LLC | 0.05% | Add +379.0% | 43,794 | $2.2M |
| IFP Advisors, Inc | 0.07% | Add +0.8% | 43,780 | $2.2M |
| Bfsg, LLC | 0.27% | Reduce -5.6% | 43,750 | $2.2M |
| Callan Capital, LLC | 0.16% | Reduce -2.6% | 42,920 | $2.2M |
| Private Trust Co. NA | 0.22% | Reduce -0.6% | 42,841 | $2.2M |
| Clark Capital Management Group, Inc. | 0.02% | New | 41,912 | $2.1M |
| NavPoint Financial, Inc. | 1.49% | Add +29.5% | 41,746 | $2.1M |
| 1900 Wealth Management LLC | 0.18% | Add +9.3% | 41,685 | $2.1M |
| New Capital Management LP | 0.61% | Add +50.1% | 41,579 | $2.1M |
| Kathleen S. Wright Associates Inc. | 0.87% | Reduce -3.2% | 41,422 | $2.1M |
| Founders Grove Wealth Partners, LLC | 0.58% | Add +28.3% | 40,907 | $2.1M |
| KM Capital Management Ltd. | 1.12% | Reduce -44.0% | 40,770 | $2.1M |
| Keudell/Morrison Wealth Management | 0.48% | New | 40,288 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +506.6% | 39,725 | $2.0M |
| Ariadne Wealth Management, LP | 1.05% | No change | 39,746 | $2.0M |
| Vawter Financial, Ltd. | 1.12% | Reduce -25.6% | 39,286 | $2.0M |
| Skyline Advisors, Inc. | 0.78% | Reduce -2.9% | 38,940 | $2.0M |
| MY Wealth Management Inc. | 1.87% | New | 37,958 | $1.9M |
| Ironwood Investment Counsel, LLC | 0.33% | Add +48.3% | 37,105 | $1.9M |
| Paradigm, Strategies in Wealth Management, LLC | 1.24% | Add +1.3% | 36,225 | $1.8M |
| One Capital Management, LLC | 0.06% | Add +8.8% | 35,947 | $1.8M |
| MAI Capital Management | 0.01% | Reduce -3.3% | 35,368 | $1.8M |
| Fulton Bank, N.A. | 0.07% | Add +12.6% | 34,956 | $1.8M |
| Cary Street Partners Investment Advisory LLC | 1.01% | Add +7.2% | 34,610 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Add +40.9% | 34,568 | $1.8M |
| First Foundation Advisors | 0.07% | Reduce -2.6% | 34,351 | $1.7M |
| Ancora Advisors LLC | 0.04% | Reduce -1.4% | 33,881 | $1.7M |
| Core Wealth Advisors, Inc. | 0.55% | Reduce -5.0% | 33,876 | $1.7M |
| Philip James Wealth Mangement, LLC | 0.22% | Add +11.0% | 33,540 | $1.7M |
| Compass Financial Group, Inc. | 0.85% | No change | 32,701 | $1.7M |
| Kooman & Associates | 0.61% | Add +0.9% | 32,667 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +347.7% | 32,350 | $1.6M |
| Galvin, Gaustad & Stein, LLC | 0.15% | Reduce -21.2% | 32,327 | $1.6M |
| Klingman & Associates, LLC | 0.10% | Add +59.4% | 32,201 | $1.6M |
| Pine Harbor Wealth Management, LLC | 0.65% | No change | 32,129 | $1.6M |
| ZWJ Investment Counsel Inc. | 0.07% | Reduce -15.3% | 32,015 | $1.6M |
| Mfa Wealth Advisors, LLC | 0.39% | Add +27.3% | 31,366 | $1.6M |
| Able Wealth Management LLC | 0.93% | Add +14.3% | 30,920 | $1.6M |
| Kwmg, LLC | 0.16% | Reduce -3.9% | 30,795 | $1.6M |
| Essex Financial Services, Inc. | 0.11% | Add +173.1% | 30,701 | $1.6M |
| Founders Financial Securities LLC | 0.13% | New | 30,490 | $1.5M |
| Bristlecone Advisors, LLC | 0.13% | Reduce -21.5% | 30,209 | $1.5M |
| Crossmark Global Holdings, Inc. | 0.03% | New | 29,983 | $1.5M |
| Alpha Omega Wealth Management LLC | 0.28% | Add +126.1% | 29,332 | $1.5M |
| Harbour Investment Management LLC | 0.67% | Add +17.3% | 29,240 | $1.5M |
| Park Avenue Securities LLC | 0.02% | New | 29,213 | $1.5M |
| Baker Ellis Asset Management LLC | 0.21% | Add +9.5% | 28,800 | $1.5M |
| Perennial Investment Advisors, LLC | 0.17% | Reduce -2.4% | 28,796 | $1.5M |
| Ashton Thomas Securities, LLC | 0.40% | Add +3.2% | 28,143 | $1.4M |
| Clear Point Advisors Inc. | 1.26% | Reduce -12.2% | 27,469 | $1.4M |
| United Advisor Group, LLC | 0.28% | Add +9.9% | 26,936 | $1.4M |
| John W. Brooker & Co., CPAs | 0.57% | Reduce -1.4% | 26,906 | $1.4M |
| OneDigital Investment Advisors LLC | 0.02% | Add +37.1% | 26,386 | $1.3M |
| Red Mountain Financial, LLC | 1.63% | Add +0.9% | 26,259 | $1.3M |
| GPS Wealth Strategies Group, LLC | 0.18% | Add +212.8% | 26,242 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Add +31.6% | 25,582 | $1.3M |
| Firestone Capital Management | 0.34% | Add +7.0% | 25,333 | $1.3M |
| BayBridge Capital Group, LLC | 0.92% | Add +0.7% | 25,121 | $1.3M |
| NewSquare Capital LLC | 0.10% | Add +12.7% | 25,115 | $1.3M |
| Summit Wealth Partners, LLC | 0.26% | Add +17.4% | 24,730 | $1.3M |
| Citadel Advisors | 0.00% | New | 24,654 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +23.6% | 24,504 | $1.2M |
| Canvas Wealth Advisors, LLC | 0.31% | Add +12.3% | 24,189 | $1.2M |
| Evernest Financial Advisors, LLC | 0.43% | Reduce -69.8% | 23,818 | $1.2M |
| Strive Asset Management, LLC | 0.82% | New | 23,248 | $1.2M |
| USAdvisors Wealth Management, LLC | 0.40% | Add +15.6% | 22,651 | $1.2M |
| Prospera Financial Services Inc | 0.03% | Reduce -2.8% | 22,478 | $1.1M |
| &partners | 0.01% | Add +10.2% | 22,010 | $1.1M |
| Financial Advocates Investment Management | 0.08% | Add +4.2% | 21,705 | $1.1M |
| WealthBridge Capital Management, LLC | 0.31% | Add +12.3% | 21,652 | $1.1M |
| IAG Wealth Partners, LLC | 0.17% | Add +44.8% | 21,566 | $1.1M |
| Rooted Wealth Advisors, Inc. | 0.46% | Reduce -0.2% | 20,967 | $1.1M |
| Lifelong Wealth Advisors, Inc. | 0.50% | Reduce -11.3% | 20,811 | $1.1M |
| Woodmont Investment Counsel LLC | 0.08% | No change | 20,579 | $1.0M |
| Thompson Davis & Co., Inc. | 0.81% | Reduce -14.5% | 20,301 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +20.9% | 20,286 | $1.0M |
| Tranquility Partners, LLC | 0.39% | No change | 20,049 | $1.0M |
| Mason & Associates Inc | 0.25% | Reduce -44.9% | 20,045 | $1.0M |
| Security Financial Services, INC. | 0.20% | Add +0.7% | 19,885 | $1.0M |
| FAS Wealth Partners, Inc. | 0.08% | Add +1.4% | 19,790 | $1.0M |
| U S Global Investors Inc. | 0.13% | New | 19,700 | $1.0M |
| Coppell Advisory Solutions LLC | 0.14% | Add +16543.5% | 17,975 | $994K |
| Sargent Investment Group, LLC | 0.16% | Add +123.3% | 19,285 | $981K |
| Kestra Private Wealth Services, LLC | 0.02% | New | 19,209 | $977K |
| Cozad Asset Management Inc. | 0.10% | Add +7.4% | 19,132 | $973K |
| Leverty Financial Group, LLC | 0.40% | New | 19,043 | $968K |
| Slow Capital, Inc. | 0.13% | Reduce -73.7% | 18,719 | $952K |
| Roehl & Yi Investment Advisors, LLC | 0.51% | Reduce -7.6% | 18,599 | $946K |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -0.3% | 18,536 | $943K |
| 49 Wealth Management, LLC | 0.11% | Add +4.9% | 18,482 | $940K |
| BSW Wealth Partners | 0.14% | Reduce -19.2% | 18,367 | $934K |
| GAMMA Investing LLC | 0.07% | Add +6.1% | 18,283 | $930K |
| Sandy Cove Advisors, LLC | 0.37% | Add +302.1% | 18,254 | $928K |
| Morgan Stanley | 0.00% | Reduce -70.5% | 17,986 | $915K |
| Lineweaver Wealth Advisors, LLC | 0.15% | Add +14.0% | 17,619 | $896K |
| Martin Worley Group | 0.51% | Reduce -3.9% | 17,461 | $888K |
| Farther Finance Advisors, LLC | 0.02% | Add +53.1% | 17,360 | $883K |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -14.2% | 17,179 | $873K |
| Bolthouse Investments, LLC | 0.90% | Reduce -0.1% | 17,056 | $867K |
| Savvy Advisors, Inc. | 0.09% | Add +0.1% | 17,024 | $866K |
| JNBA Financial Advisors | 0.09% | No change | 16,935 | $861K |
| Fourth Dimension Wealth, LLC | 0.42% | Add +0.5% | 16,894 | $859K |
| Yarger Wealth Strategies, LLC | 0.49% | Add +1.9% | 16,440 | $836K |
| Intergy Private Wealth, LLC | 0.31% | Reduce -3.2% | 16,117 | $820K |
| Masso Torrence Wealth Management Inc. | 0.44% | Add +1.6% | 16,094 | $818K |
| Apella Capital, LLC | 0.03% | Add +1.0% | 16,153 | $818K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -5.8% | 15,931 | $810K |
| Eagle Bluffs Wealth Management LLC | 0.43% | Reduce -0.6% | 15,913 | $809K |
| Walkner Condon Financial Advisors LLC | 0.16% | Add +10.7% | 15,890 | $808K |
| Main Street Financial Solutions, LLC | 0.07% | New | 15,880 | $807K |
| Allen Capital Group, LLC | 0.09% | Reduce -45.0% | 15,861 | $807K |
| Kuhn & Co Investment Counsel | 0.67% | Add +25.1% | 15,710 | $799K |
| Presidio Capital Management, LLC | 0.33% | Add +91.4% | 15,349 | $780K |
| Waverly Advisors, LLC | 0.01% | Add +50.1% | 15,228 | $774K |
| Sage Financial Group Inc. | 0.06% | Add +16.4% | 15,040 | $765K |
| Soltis Investment Advisors LLC | 0.07% | Add +17.4% | 15,018 | $764K |
| Beese Fulmer Investment Management, Inc. | 0.07% | Add +67.1% | 14,945 | $760K |
| Impact Capital Partners LLC | 0.27% | Reduce -12.9% | 14,917 | $759K |
| Blue Chip Partners, LLC | 0.07% | New | 14,854 | $755K |
| Collaborative Wealth Managment Inc. | 0.35% | Add +2.8% | 14,842 | $755K |
| McDonald Partners LLC | 0.19% | No change | 14,600 | $742K |
| Commonwealth Financial Services, LLC | 0.15% | Reduce -8.5% | 14,594 | $742K |
| Per Stirling Capital Management, LLC. | 0.11% | Add +15.8% | 14,440 | $734K |
| Tradition Wealth Management, LLC | 0.06% | Reduce -33.3% | 14,022 | $713K |
| AQR Capital Management | 0.00% | Add +48.3% | 14,012 | $713K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -1.0% | 14,010 | $712K |
| Argent Trust Co | 0.03% | No change | 13,952 | $709K |
| Sigma Planning Corp | 0.02% | Add +8.0% | 13,943 | $709K |
| Summit Place Financial Advisors, LLC | 0.40% | New | 13,800 | $702K |
| Essex Bank | 0.17% | Add +96.1% | 13,745 | $699K |
| Centurion Wealth Management LLC | 0.22% | No change | 13,779 | $699K |
| Causey Wealth LLC | 0.39% | New | 13,714 | $697K |
| Dakota Wealth Management | 0.02% | No change | 13,615 | $692K |
| Apollon Wealth Management, LLC | 0.02% | Add +88.7% | 13,598 | $691K |
| Jacobi Capital Management LLC | 0.05% | Add +79.6% | 13,355 | $679K |
| Quadcap Wealth Management, LLC | 0.10% | Add +79.4% | 13,251 | $674K |
| Vista Investment Management | 0.26% | Add +6.0% | 13,208 | $672K |
| Genesis Private Wealth, LLC | 0.35% | Add +4.5% | 12,839 | $653K |
| Mallini Complete Financial Planning LLC | 0.68% | Add +0.7% | 12,800 | $651K |
| Claro Advisors Inc. | 0.09% | New | 12,750 | $648K |
| Harbour Investments, Inc. | 0.02% | Add +15.5% | 12,475 | $634K |
| BlackDiamond Wealth Management, LLC | 0.42% | Add +0.1% | 12,325 | $625K |
| Hartford Financial Management Inc. | 0.13% | Reduce -5.8% | 12,282 | $625K |
| Atria Investments, Inc | 0.01% | Reduce -67.8% | 11,880 | $604K |
| Souders Financial Advisors | 0.08% | Reduce -5.2% | 11,858 | $603K |
| Tyler-Stone Wealth Management | 0.11% | Reduce -11.3% | 11,836 | $602K |
| Johnson Bixby & Associates, LLC | 0.09% | Reduce -21.6% | 11,823 | $601K |
| Eagle Harbor Asset Management Inc. | 0.61% | Add +0.0% | 11,820 | $601K |
| Webster Bank, N. A. | 0.07% | No change | 11,816 | $601K |
| Adell Harriman & Carpenter Inc. | 0.04% | No change | 11,750 | $597K |
| LaSalle St. Investment Advisors, LLC | 0.14% | Add +12.8% | 11,752 | $597K |
| Tradewinds, LLC. | 0.17% | No change | 11,600 | $590K |
| Peterson Wealth Advisors, LLC | 0.11% | Add +5.5% | 11,519 | $583K |
| Titleist Asset Management, LLC | 0.07% | Reduce -0.8% | 11,441 | $582K |
| IFG Advisory, LLC | 0.03% | Add +5.0% | 11,290 | $574K |
| Strategic Blueprint, LLC | 0.03% | New | 11,209 | $570K |
| Novem Group | 0.08% | Add +19.8% | 11,163 | $568K |
| Avaii Wealth Management, LLC | 0.30% | Reduce -1.6% | 11,136 | $566K |
| IHT Wealth Management, LLC | 0.02% | Add +0.7% | 11,129 | $566K |
| James J. Burns & Company, LLC | 0.10% | Reduce -15.0% | 11,103 | $565K |
| Gradient Capital Advisors, LLC | 0.18% | Add +36.1% | 11,064 | $563K |
| Comerica Bank | 0.00% | Add +77.7% | 10,664 | $542K |
| Enclave Advisors LLC | 0.09% | Add +2.2% | 10,643 | $541K |
| Family Office Research LLC | 0.26% | Add +0.7% | 10,609 | $540K |
| Redmond Asset Management, LLC | 0.14% | New | 10,600 | $539K |
| Ruggaard & Associates LLC | 0.24% | Add +30.6% | 10,580 | $538K |
| Geneos Wealth Management Inc. | 0.02% | No change | 10,248 | $521K |
| Sonata Capital Group Inc. | 0.23% | Reduce -11.7% | 10,197 | $519K |
| First Citizens Financial Corp | 0.29% | Reduce -22.6% | 10,166 | $517K |
| Nwam LLC | 0.04% | Reduce -13.5% | 10,129 | $515K |
| Confluence Wealth Services, Inc. | 0.03% | Add +8.6% | 10,100 | $512K |
| Pallas Capital Advisors LLC | 0.02% | No change | 10,000 | $509K |
| Smart Money Group LLC | 0.17% | Reduce -2.1% | 9,947 | $506K |
| Marion Wealth Management | 0.13% | Add +28.1% | 9,842 | $500K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +0.7% | 9,805 | $499K |
| Trustmark Bank Trust Department | 0.04% | No change | 9,786 | $498K |
| Tennessee Valley Asset Management Partners | 0.08% | Add +98.1% | 9,784 | $498K |
| Shum Financial Group, Inc. | 0.43% | Reduce -28.8% | 9,769 | $497K |
| WealthCare Investment Partners, LLC | 0.21% | Reduce -15.4% | 9,576 | $485K |
| Rwa Wealth Partners, LLC | 0.01% | Add +20.7% | 9,519 | $484K |
| RFG Advisory, LLC | 0.01% | Reduce -33.0% | 9,431 | $480K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -24.1% | 9,394 | $478K |
| Priebe Wealth Holdings LLC | 0.30% | Reduce -60.6% | 9,380 | $477K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.3% | 9,250 | $470K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -84.1% | 9,240 | $470K |
| Journey Strategic Wealth LLC | 0.02% | No change | 9,079 | $462K |
| WNY Asset Management, LLC | 0.05% | No change | 8,983 | $457K |
| Lifestyle Asset Management, Inc. | 0.25% | Add +104.1% | 8,879 | $451K |
| C M Bidwell & Associates Ltd. | 0.27% | No change | 8,865 | $451K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -4.2% | 8,757 | $445K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +64.7% | 8,686 | $442K |
| Private Wealth Group, LLC | 0.26% | Reduce -0.6% | 8,608 | $438K |
| Sincerus Advisory, LLC | 0.45% | Add +0.2% | 8,472 | $431K |
| McCarthy & Cox | 0.19% | Add +35.7% | 8,406 | $427K |
| DAVENPORT & Co LLC | 0.00% | Add +7.8% | 8,359 | $425K |
| Principal Securities, Inc. | 0.01% | No change | 8,368 | $424K |
| Members Wealth LLC | 0.32% | No change | 8,305 | $422K |
| Benjamin Edwards Inc. | 0.01% | Add +6.0% | 8,226 | $418K |
| Tarbox Family Office, Inc. | 0.07% | Reduce -17.4% | 8,224 | $418K |
| Boston Family Office LLC | 0.03% | Reduce -9.7% | 8,122 | $413K |
| Advisory Services Network, LLC | 0.01% | Add +11.7% | 8,057 | $410K |
| Amara Financial, Llc. | 0.38% | Add +5.7% | 8,052 | $409K |
| International Assets Investment Management, LLC | 0.04% | New | 8,036 | $409K |
| Blair William & Co. | 0.00% | Reduce -7.2% | 8,019 | $408K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +6.7% | 8,005 | $407K |
| Two Sigma Securities, LLC | 0.06% | New | 7,938 | $404K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 7,900 | $402K |
| PFG Advisors | 0.02% | Add +5.2% | 7,879 | $401K |
| M Wealth Management, LLC | 0.37% | No change | 7,711 | $392K |
| Townsquare Capital LLC | 0.00% | Reduce -8.8% | 7,680 | $391K |
| Syntegra Private Wealth Group, LLC | 0.05% | New | 7,587 | $386K |
| Good Life Advisors, LLC | 0.03% | New | 7,541 | $383K |
| Sentinel Trust Co. Lba | 0.04% | New | 7,378 | $375K |
| Carnegie Investment Counsel | 0.01% | New | 7,390 | $374K |
| SoundView Advisors Inc. | 0.15% | Add +0.4% | 7,327 | $372K |
| Archford Capital Strategies, LLC | 0.05% | Reduce -21.1% | 7,039 | $358K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 6,950 | $353K |
| Ballentine Partners, LLC | 0.01% | Reduce -5.4% | 6,902 | $351K |
| Ritter Daniher Financial Advisory LLC / DE | 0.09% | Reduce -17.3% | 6,808 | $346K |
| Bison Wealth, LLC | 0.03% | New | 6,689 | $340K |
| Western Wealth Management, LLC | 0.02% | Add +0.9% | 6,667 | $339K |
| SageView Advisory Group, LLC | 0.01% | New | 6,574 | $334K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +46.6% | 6,449 | $328K |
| Capital Advisors Wealth Management, LLC | 0.06% | New | 6,416 | $326K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -4.4% | 6,374 | $324K |
| Chokshi & Queen Wealth Advisors, Inc | 0.21% | No change | 6,245 | $318K |
| HRT Financial LP | 0.00% | New | 6,224 | $316K |
| Dogwood Wealth Management LLC | 0.17% | Reduce -11.4% | 6,207 | $316K |
| Fortitude Family Office, LLC | 0.11% | New | 6,202 | $315K |
| CAP Partners, LLC | 0.22% | Reduce -6.2% | 6,047 | $307K |
| Aries Wealth Management | 0.08% | Reduce -4.4% | 6,020 | $306K |
| BHK Investment Advisors, LLC | 0.13% | No change | 6,000 | $305K |
| Shayne & Jacobs, LLC | 0.08% | No change | 6,000 | $305K |
| DMKC Advisory Services, LLC | 0.27% | Reduce -16.7% | 5,901 | $300K |
| LexAurum Advisors, LLC | 0.06% | New | 5,791 | $294K |
| Zacks Investment Management | 0.00% | Add +0.1% | 5,690 | $289K |
| Aspen Wealth Strategies, LLC | 0.19% | Add +21.4% | 5,675 | $289K |
| OLIO Financial Planning | 0.10% | Reduce -2.0% | 5,630 | $286K |
| Ergawealth Advisors, Inc. | 0.14% | Add +1.4% | 5,607 | $285K |
| Aletheian Wealth Advisors LLC | 0.16% | Add +15.9% | 5,573 | $283K |
| Capstone Financial Advisors, Inc. | 0.02% | Reduce -16.2% | 5,573 | $283K |
| SouthState Bank Corp | 0.01% | New | 5,452 | $277K |
| IMS Capital Management | 0.14% | No change | 5,334 | $271K |
| Cahaba Wealth Management, Inc. | 0.02% | Add +1.9% | 5,313 | $270K |
| Herold Advisors, Inc. | 0.06% | Add +10.4% | 5,300 | $270K |
| Csenge Advisory Group | 0.02% | New | 5,304 | $269K |
| Harbor Group, Inc. | 0.05% | Add +0.7% | 5,229 | $266K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -17.1% | 5,209 | $265K |
| Blue Oak Capital, LLC | 0.15% | New | 5,209 | $265K |
| Middleton & Co. Inc. | 0.03% | Reduce -8.8% | 5,200 | $264K |
| Alpha Cubed Investments, LLC | 0.01% | New | 5,092 | $259K |
| Monterey Private Wealth, Inc. | 0.08% | Add +23.0% | 5,069 | $258K |
| WMG Financial Advisors, LLC | 0.11% | New | 5,000 | $254K |
| Citizens Financial Group Inc. | 0.01% | Add +20.5% | 4,935 | $251K |
| Flagstar Securities, Inc. | 0.06% | New | 4,923 | $250K |
| Total Clarity Wealth Management, Inc. | 0.08% | No change | 4,809 | $244K |
| Forbes J M & Co. LLP | 0.02% | Reduce -0.3% | 4,786 | $243K |
| Meridian Financial Advisors, LLC | 0.17% | Reduce -6.0% | 4,723 | $240K |
| NorthCoast Asset Management LLC | 0.00% | New | 4,716 | $240K |
| Independent Financial Group, LLC | 0.01% | New | 4,640 | $236K |
| Smartleaf Asset Management LLC | 0.02% | Add +20.9% | 4,618 | $235K |
| Curran Financial Partners, LLC | 0.06% | New | 4,609 | $234K |
| Shore Point Advisors, LLC | 0.12% | Add +0.7% | 4,597 | $234K |
| Horizon Family Wealth, Inc. | 0.15% | Add +7.3% | 4,562 | $232K |
| Root Financial Partners, LLC | 0.02% | Reduce -4.5% | 4,549 | $231K |
| Guardian Asset Advisors, LLC | 0.15% | Add +1.4% | 4,544 | $231K |
| Chicago Partners Investment Group LLC | 0.01% | New | 4,511 | $229K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -4.6% | 4,471 | $227K |
| Assetmark, Inc. | 0.00% | Add +301.8% | 4,444 | $226K |
| Hutchinson Capital Management | 0.04% | No change | 4,441 | $226K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 4,429 | $225K |
| Stratos Investment Management, LLC | 0.01% | New | 4,421 | $225K |
| Semus Wealth Partners LLC | 0.16% | Add +0.7% | 4,411 | $224K |
| Continuum Advisory, LLC | 0.03% | No change | 4,280 | $218K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | No change | 4,153 | $211K |
| BNP Paribas Financial Markets | 0.00% | Reduce -92.0% | 4,099 | $208K |
| Pathway Financial Advisors LLC | 0.04% | Reduce -3.9% | 3,973 | $202K |
| Strategic Financial Concepts, LLC | 0.04% | New | 3,938 | $200K |
| CVA Family Office, LLC | 0.03% | Add +159.8% | 3,845 | $196K |
| Hills Bank & Trust Co | 0.01% | No change | 3,574 | $182K |
| Centaurus Financial, Inc. | 0.01% | Add +42.9% | 3,164 | $161K |
| Elevation Wealth Partners, LLC | 0.06% | No change | 2,790 | $141K |
| Millstone Evans Group, LLC | 0.09% | No change | 2,600 | $132K |
| Colonial Trust Advisors | 0.01% | Add +0.8% | 2,383 | $121K |
| Key Financial Inc | 0.02% | No change | 2,116 | $108K |
| 2UniFi Bank | 0.06% | No change | 1,959 | $100K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,950 | $99K |
| Principia Wealth Advisory, LLC | 0.09% | New | 1,859 | $94K |
| EPG Wealth Management LLC | 0.02% | Add +0.7% | 1,733 | $88K |
| Clark Wealth Partners | 0.06% | Add +0.8% | 1,593 | $81K |
| Global Trust Asset Management, LLC | 0.05% | New | 1,500 | $76K |
| Parkside Financial Bank & Trust | 0.01% | New | 1,145 | $58K |
| 1620 Investment Advisors, Inc. | 0.04% | Add +156.6% | 1,088 | $55K |
| West Paces Advisors Inc. | 0.01% | Reduce -52.5% | 1,065 | $54K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,037 | $53K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 1,000 | $51K |
| Cooksen Wealth, LLC | 0.05% | New | 1,000 | $51K |
| Rossby Financial, LCC | 0.02% | New | 846 | $43K |
| Sandy Spring Bank | 0.00% | Reduce -25.9% | 834 | $42K |
| Financial Perspectives, Inc | 0.01% | Add +0.8% | 810 | $41K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -22.4% | 764 | $39K |
| Allworth Financial LP | 0.00% | Add +93.4% | 617 | $31K |
| Legacy Wealth Managment, LLC | 0.02% | Reduce -48.0% | 523 | $27K |
| CX Institutional | 0.00% | New | 454 | $23K |
| Greykasell Wealth Strategies, Inc. | 0.01% | New | 440 | $22K |
| N.E.W. Advisory Services LLC | 0.00% | New | 424 | $22K |
| US Bancorp \de | 0.00% | No change | 390 | $20K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 375 | $19K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 365 | $19K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 270 | $14K |
| Mattson Financial Services, LLC | 0.00% | New | 233 | $12K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.5% | 210 | $11K |
| Tidemark, LLC | 0.00% | No change | 193 | $10K |
| Evergreen Private Wealth LLC | 0.00% | No change | 163 | $8K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 153 | $8K |
| REAP Financial Group, LLC | 0.00% | No change | 105 | $5K |
| Creative Financial Designs Inc. | 0.00% | New | 100 | $5K |
| AE Wealth Management LLC | 0.00% | Add +485.7% | 82 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | Add +119.0% | 46 | $2K |
| Concord Wealth Partners | 0.00% | New | 19 | $966 |
"% of holder's portfolio" is JMST's weight in each manager's 13F, not the share of JPM Ultra-Short Muni Income the manager owns.