JP MORGAN ULTRA SHORT INCOME E

CUSIP: 46641q837 Class: COM

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

Increased Positions (5)

Ancora Advisors LLC
Value ($000) $91,415 (+8.9%) Shares 1,806,977 (+9.2%)
SMITHBRIDGE ASSET MANAGEMENT INC/DE
Value ($000) $8,069 (+127.5%) Shares 159,505 (+128.1%)
SOL Capital Management CO
Value ($000) $14 (+13.8%) Shares 275,791 (+14.1%)
FORBES J M & CO LLP
Value ($000) $809 (+62.8%) Shares 15,987 (+63.3%)
COZAD ASSET MANAGEMENT INC
Value ($000) $1,967 (+3.1%) Shares 38,889 (+3.4%)

Decreased Positions (1)

SVB WEALTH LLC
Value ($000) $602 (-53.7%) Shares 11,903 (-53.6%)