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JPMorgan Hedged Equity Laddered Overlay ETF
HELO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 244 M +USD 10.5 M +156,242 +5%
Forvis Mazars Wealth Advisors
2
Forvis Mazars Wealth Advisors
Missouri
USD 225 M +USD 29.1 M +432,788 +15%
Bank of New York Mellon
3
Bank of New York Mellon
New York
USD 160 M +USD 8.77 M +130,624 +6%
Bank of America
4
Bank of America
North Carolina
USD 158 M -USD 6.01 M -89,531 -4%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
USD 128 M +USD 10.9 M +162,128 +10%
Raymond James Financial
6
Raymond James Financial
Florida
USD 127 M +USD 3.08 M +45,852 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 117 M -USD 56.2 M -836,682 -33%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
USD 113 M +USD 6.36 M +94,735 +6%
Ameriprise
9
Ameriprise
Minnesota
USD 82.7 M +USD 16.5 M +246,372 +25%
Osaic Holdings
10
Osaic Holdings
Arizona
USD 75.7 M -USD 51.7 M -769,640 -41%
HighTower Advisors
11
HighTower Advisors
Illinois
USD 69.7 M +USD 1.82 M +27,149 +3%
UBS Group
12
UBS Group
Switzerland
USD 59.4 M -USD 2.74 M -40,796 -4%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
USD 55.7 M +USD 2.95 M +43,864 +6%
RWA Wealth Partners
14
RWA Wealth Partners
Massachusetts
USD 51.6 M +USD 3.68 M +54,750 +8%
Peterson Wealth Advisors
15
Peterson Wealth Advisors
Utah
USD 49.5 M +USD 1.79 M +26,619 +4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
USD 47 M -USD 3.67 M -54,629 -7%
CFS
17
CGC Financial Services
Oregon
USD 44.9 M -USD 28.5 M -425,098 -39%
TSS
18
Taylor Securities Services
Pennsylvania
USD 40.9 M -USD 6.05 M -90,013 -13%
MML Investors Services
19
MML Investors Services
Massachusetts
USD 37.5 M +USD 6.37 M +94,917 +21%
United Capital Financial Advisors
20
United Capital Financial Advisors
Texas
USD 35.4 M +USD 5.01 M +74,633 +17%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
USD 34.2 M -USD 392 k -5,830 -1%
JP Morgan Chase
22
JP Morgan Chase
New York
USD 34.1 M -USD 2.54 M -37,792 -7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
USD 33.1 M +USD 5.53 M +82,279 +20%
Stifel Financial
24
Stifel Financial
Missouri
USD 29.3 M -USD 239 k -3,555 -0.8%
Private Advisor Group
25
Private Advisor Group
New Jersey
USD 28 M +USD 10.1 M +150,308 +57%
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