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JPMorgan Ultra-Short Municipal Income Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Thomas Mason Mason & Associates Inc. | 5,829 | $296,975.58 | $295,763.46 | -$1,212.12 | -0.41% |
 Leanne Menzel Smallwood Wealth Investment Management LLC | 227 | $11,572.46 | $11,521.54 | -$50.92 | -0.44% |
 Randy T. Siegel Aletheian Wealth Advisors LLC | 11,376 | $578,540.68 | $577,275.12 | -$1,265.56 | -0.22% |
 Timothy Gerlach Novem Group | 8,595 | $436,106.78 | $436,197.11 | $90.33 | 0.02% |
 Amanda Hawley Atria Wealth Solutions Inc. | 8,366 | $424,894.68 | $424,490.84 | -$403.84 | -0.1% |
 David W. Chenet Presidio Capital Management LLC | 15,259 | $776,375 | $774,165.36 | -$2,209.64 | -0.28% |
| TL Tradewinds LLC Tradewinds LLC | 89,730 | $4.58M | $4.55M | -$21,983.85 | -0.48% |
 Adam Schwallier Schwallier Wealth Management LLC | 6,607 | $336,806.27 | $335,140.07 | -$1,666.2 | -0.49% |
 John Ritter Ritter Daniher Financial Advisory LLC / DE | 19,320 | $982,481.75 | $980,586.6 | -$1,895.15 | -0.19% |
 Mark Mowrey Signature Resources Capital Management LLC | 365 | $18,520 | $18,518.27 | -$1.73 | -0.01% |
 Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 5,430 | $276,604.22 | $275,378.11 | -$1,226.11 | -0.44% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 157,816 | $8.03M | $8.01M | -$21,046.67 | -0.26% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 508,803 | $25.92M | $25.82M | -$99,004.36 | -0.38% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 37,844 | $1.93M | $1.92M | -$9,627.44 | -0.5% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 16,609 | $846,107.41 | $843,001.42 | -$3,105.99 | -0.37% |
 Jill Grimes Centurion Wealth Management LLC | 11,352 | $576,613.69 | $576,114 | -$499.69 | -0.09% |
 Loni Adams Daymark Wealth Partners LLC | 35,707 | $1.82M | $1.81M | -$3,657.75 | -0.2% |
 Jessica Thayer Unique Wealth LLC | 17,106 | $871,903.66 | $868,215.03 | -$3,688.63 | -0.42% |
 Adam Laibson Mainsail Financial Group LLC | 128,461 | $6.55M | $6.52M | -$29,853.07 | -0.46% |
| JS Jeffrey Starkey Kooman & Associates | 35,030 | $1.77M | $1.78M | $2,866.37 | 0.16% |
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