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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
226
Renaissance Technologies
New York
$791K -$1.56M -23,820 -67%
AI
227
Atria Investments
North Carolina
$768K -$3.74M -56,910 -83%
SW
228
Simplicity Wealth
New Jersey
$759K +$209K +3,187 +39%
SAG
229
SageView Advisory Group
California
$729K +$16.7K +255 +2%
SRA
230
Secured Retirement Advisors
Minnesota
$720K -$13.3K -203 -2%
TCWM
231
Total Clarity Wealth Management
Illinois
$716K -$115K -1,759 -14%
SA
232
Sanctuary Advisors
Indiana
$705K +$56.4K +859 +9%
BFO
233
Boston Family Office
Massachusetts
$695K +$133K +2,030 +24%
CFA
234
Cahill Financial Advisors
Minnesota
$689K -$511K -7,789 -43%
AL
235
ARWA LLC
Texas
$677K +$669K +10,187 New
Susquehanna International Group
236
Susquehanna International Group
Pennsylvania
$671K +$357K +5,442 +117%
MWM
237
Modern Wealth Management
Kansas
$659K -$191K -2,913 -23%
GFA
238
Gallagher Fiduciary Advisors
Illinois
$658K +$112K +1,708 +21%
MYIA
239
Mount Yale Investment Advisors
Colorado
$647K -$4.27K -65 -0.7%
VAS
240
Vestmark Advisory Solutions
Massachusetts
$647K +$640K +9,742 New
RWA
241
Redhawk Wealth Advisors
Minnesota
$634K -$596K -9,082 -49%
ESB
242
Essex Savings Bank
Connecticut
$617K +$32.2K +490 +6%
BFP
243
Birchwood Financial Partners
Minnesota
$613K +$605K +9,220 New
AWP
244
Axis Wealth Partners
Rhode Island
$605K +$43.1K +656 +8%
PTC
245
Private Trust Company
Ohio
$597K +$93.6K +1,426 +19%
EFG
246
Ehrlich Financial Group
California
$586K +$112K +1,703 +24%
AA
247
Ancora Advisors
Ohio
$580K +$46.8K +713 +9%
GSWM
248
Golden State Wealth Management
California
$577K +$56.6K +862 +11%
CPL
249
CAP Partners LLC
Tennessee
$564K +$18.1K +275 +3%
AFP
250
Ausdal Financial Partners
Iowa
$553K -$67K -1,020 -11%