We are live on ! Find out more
HELO icon

JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
251
B. Riley Wealth Advisors
Florida
$369K -$11.3K -187 -3%
MGWM
252
Marks Group Wealth Management
Minnesota
$365K +$352K +5,839 New
WA
253
WESPAC Advisors
California
$360K +$12.1K +201 +4%
IAG
254
Investment Advisory Group
Massachusetts
$359K +$346K +5,730 New
SAM
255
Smartleaf Asset Management
Massachusetts
$356K -$1.53M -25,381 -82%
AWA
256
Alaska Wealth Advisors
Alaska
$341K +$329K +5,457 New
PPW
257
Pasadena Private Wealth
California
$335K +$96.6K +1,600 +43%
CA
258
Clearstead Advisors
Ohio
$326K -$130K -2,161 -29%
SDWIA
259
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$325K -$12.1K -200 -4%
AC
260
AlphaCore Capital
California
$318K +$303K +5,017 +8,362%
OC
261
Oakworth Capital
Alabama
$313K -$80.4K -1,332 -21%
FPB
262
First PREMIER Bank
South Dakota
$306K +$114K +1,897 +63%
WKWM
263
Walter & Keenan Wealth Management
Indiana
$302K
EFG
264
Ehrlich Financial Group
California
$298K +$61.1K +1,012 +27%
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$298K +$259K +4,290 +925%
ICM
266
IMS Capital Management
Oregon
$292K +$282K +4,668 New
MFG
267
Merit Financial Group
Georgia
$290K +$279K +4,628 New
LAM
268
Lewis Asset Management
California
$283K +$273K +4,518 New
RFA
269
Reyes Financial Architecture
California
$277K -$125K -2,063 -32%
SWP
270
Sagespring Wealth Partners
Tennessee
$272K -$50.9K -843 -16%
WC
271
Waterloo Capital
Texas
$261K -$334K -5,531 -57%
FA
272
Fortis Advisors
Pennsylvania
$257K +$422 +7 +0.2%
SF
273
Synovus Financial
Georgia
$257K +$248K +4,105 New
MA
274
Mutual Advisors
Nebraska
$257K -$1.04M -17,171 -81%
WA
275
Whipplewood Advisors
Colorado
$253K -$3.58M -59,289 -94%