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JPMorgan Hedged Equity Laddered Overlay ETF
HELO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Pinnacle Associates
26
Pinnacle Associates
New York
USD 25.7 M +USD 9.6 M +142,540 +60%
Advisory Services Network
27
Advisory Services Network
Georgia
USD 25.1 M +USD 3.73 M +55,528 +18%
Brookstone Capital Management
28
Brookstone Capital Management
Illinois
USD 24.2 M +USD 4.04 M +60,188 +20%
Garrett Wealth Advisory Group
29
Garrett Wealth Advisory Group
Texas
USD 20.8 M +USD 1.09 M +16,290 +6%
Joseph Group Capital Management
30
Joseph Group Capital Management
Ohio
USD 20.8 M +USD 20.7 M +307,601 Nuevas
PWMAG
31
Pinnacle Wealth Management Advisory Group
New Jersey
USD 19.8 M +USD 7.23 M +107,635 +58%
LAMC
32
Longview Asset Management (California)
California
USD 19.5 M +USD 1.49 M +22,127 +8%
Campbell Deegan Wealth Management
33
Campbell Deegan Wealth Management
Virginia
USD 18.7 M +USD 810 k +12,065 +5%
HTG Investment Advisors
34
HTG Investment Advisors
Connecticut
USD 18 M +USD 368 k +5,480 +2%
Carr Financial Group
35
Carr Financial Group
Massachusetts
USD 17.8 M +USD 942 k +14,034 +6%
Central Trust Company
36
Central Trust Company
Missouri
USD 15.1 M +USD 1.36 M +20,226 +10%
Aspire Capital Advisors
37
Aspire Capital Advisors
Washington
USD 13.9 M +USD 236 k +3,509 +2%
Cary Street Partners
38
Cary Street Partners
Virginia
USD 13.7 M -USD 1.38 M -20,544 -9%
Patten & Patten
39
Patten & Patten
Tennessee
USD 13.6 M -USD 726 k -10,807 -5%
SignatureFD
40
SignatureFD
Georgia
USD 13.3 M -USD 712 k -10,601 -5%
WealthPlan Investment Management
41
WealthPlan Investment Management
Nebraska
USD 13.2 M -USD 409 k -6,092 -3%
NewEdge Advisors
42
NewEdge Advisors
Louisiana
USD 12.6 M -USD 1.31 M -19,439 -9%
SNS Financial Group
43
SNS Financial Group
Minnesota
USD 12.5 M +USD 12.4 M +184,778 Nuevas
Crewe Advisors
44
Crewe Advisors
Utah
USD 12.4 M +USD 275 k +4,089 +2%
Wick Capital Partners
45
Wick Capital Partners
Pennsylvania
USD 11.9 M -USD 1.41 k -21 -0%
Owl Creek Wealth Partners
46
Owl Creek Wealth Partners
Colorado
USD 11.8 M +USD 479 k +7,136 +4%
Avidian Wealth Enterprises
47
Avidian Wealth Enterprises
Texas
USD 11.8 M +USD 268 k +3,996 +2%
Avior Wealth Management
48
Avior Wealth Management
Nebraska
USD 11.7 M +USD 83.1 k +1,237 +0.7%
MAI Capital Management
49
MAI Capital Management
Ohio
USD 11.5 M +USD 1.86 M +27,744 +19%
Allegheny Financial Group
50
Allegheny Financial Group
Pennsylvania
USD 11.4 M +USD 3.47 M +51,651 +44%
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