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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CL
276
CPWA LLC
Oregon
$400K +$392K +5,924 New
TP
277
Thayer Partners
Pennsylvania
$399K +$413K +6,236 New
MGWM
278
Marks Group Wealth Management
Minnesota
$384K – – –
CoreCap Advisors
279
CoreCap Advisors
Michigan
$383K +$48.1K +726 +14%
LAM
280
Lewis Asset Management
California
$372K +$19.2K +290 +5%
VPF
281
Vantage Point Financial
Illinois
$371K +$137K +2,068 +55%
WKWM
282
Walter & Keenan Wealth Management
Indiana
$360K – – –
AW
283
Ankerstar Wealth
Texas
$359K -$136K -2,052 -27%
AWA
284
Adapt Wealth Advisors
Georgia
$351K – – –
RBFC
285
Roman Butler Fullerton & Co
Missouri
$349K +$20.7K +312 +6%
Creative Planning
286
Creative Planning
Kansas
$340K -$56.2K -849 -14%
SG
287
StoneX Group
New York
$339K +$92K +1,390 +36%
KFGK
288
Keystone Financial Group (Kentucky)
Kentucky
$335K +$347K +5,243 New
ESB
289
Essex Savings Bank
Connecticut
$334K -$268K -4,053 -44%
WA
290
Whipplewood Advisors
Colorado
$332K +$6.95K +105 +2%
SDWIA
291
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$318K -$13.5K -204 -4%
LC
292
Legacy CG
Texas
$314K – – –
RFA
293
Resurgent Financial Advisors
Georgia
$311K +$8.21K +124 +3%
AC
294
Avestar Capital
New York
$308K – – –
SCM
295
SummitPoint Capital Management
Colorado
$305K +$304K +4,593 New
AWM
296
Athena Wealth Management
Nevada
$303K -$172K -2,600 -35%
Renaissance Technologies
297
Renaissance Technologies
New York
$295K -$482K -7,279 -61%
RWA
298
Redhawk Wealth Advisors
Minnesota
$290K -$331K -5,005 -52%
FAG
299
Fortitude Advisory Group
Washington
$280K +$290K +4,382 New
GPW
300
Genesis Private Wealth
Virginia
$277K +$8.08K +122 +3%