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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFP
226
Birchwood Financial Partners
Minnesota
$812K +$140K +2,083 +21%
SRA
227
Secured Retirement Advisors
Minnesota
$809K -$30.2K -450 -4%
WAM
228
WNY Asset Management
New York
$804K -$22.7K -338 -3%
WT
229
Washington Trust
Rhode Island
$792K +$280K +4,176 +55%
FHA
230
Flagship Harbor Advisors
Massachusetts
$789K -$157K -2,336 -17%
EFG
231
Ehrlich Financial Group
California
$770K -$64.4K -959 -8%
MCIA
232
Mountain Capital Investment Advisors
Colorado
$756K +$269 +4 +0%
TCWM
233
Total Clarity Wealth Management
Illinois
$756K +$22.8K +340 +3%
HAS
234
HBW Advisory Services
California
$739K -$440K -6,551 -37%
AWM
235
Avaii Wealth Management
Wisconsin
$716K -$8.11M -120,779 -92%
SC
236
Soundwatch Capital
Connecticut
$711K +$99.5K +1,481 +16%
AWP
237
Axis Wealth Partners
Rhode Island
$709K -$1.07K -16 -0.2%
Nuveen
238
Nuveen
North Carolina
$699K +$695K +10,348 New
SCM
239
Saxony Capital Management
Missouri
$687K -$617K -9,185 -47%
PNC Financial Services Group
240
PNC Financial Services Group
Pennsylvania
$679K +$675K +10,050 New
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
$661K -$623K -9,273 -49%
DP
242
Denver PWM
Colorado
$650K -$387K -5,770 -38%
FAG
243
Fortitude Advisory Group
Washington
$646K +$347K +5,172 +118%
GSWM
244
Golden State Wealth Management
California
$618K -$4.5K -67 -0.7%
DWM
245
Dakota Wealth Management
Florida
$618K +$113K +1,680 +23%
VAS
246
Vestmark Advisory Solutions
Massachusetts
$610K -$48.9K -728 -7%
MYIA
247
Mount Yale Investment Advisors
Colorado
$610K -$53.1K -791 -8%
MIA
248
Milestone Investment Advisors
Wisconsin
$588K +$19.8K +295 +4%
OWA
249
ORBA Wealth Advisors
Illinois
$586K +$582K +8,671 New
PTC
250
Private Trust Company
Ohio
$580K -$31.7K -472 -5%