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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Parallel Advisors
California
$74.7K +$41.9K +694 +139%
SC
302
Stephens Consulting
Michigan
$66.1K -$201K -3,329 -76%
AssetMark Inc
303
AssetMark Inc
California
$55.9K +$10.6K +175 +24%
AW
304
Avion Wealth
Texas
$51K +$49.4K +819 New
SO
305
Sierra Ocean
California
$31.1K +$8.69K +144 +41%
OP
306
ORG Partners
Indiana
$29.6K +$28.5K +473 New
AG
307
AmeriFlex Group
Nevada
$28.1K +$8.69K +144 +47%
HBW
308
Hazlett, Burt & Watson
West Virginia
$27K
VFM
309
Vision Financial Markets
Connecticut
$25.5K +$60 +1 +0.2%
CSPIA
310
Cary Street Partners Investment Advisory
Virginia
$25K
AF
311
Allworth Financial
California
$17.7K +$17K +282 +28,200%
AWM
312
Accredited Wealth Management
Kentucky
$11K
UCB
313
United Community Bank
South Carolina
$11K +$10.6K +175 New
US Bancorp
314
US Bancorp
Minnesota
$11K +$10.6K +175 New
CF
315
Concorde Financial
Texas
$9.39K +$9.05K +150 New
ACA
316
Aptus Capital Advisors
Alabama
$7.82K -$9.6K -159 -56%
Fidelity Investments
317
Fidelity Investments
Massachusetts
$3.1K -$1.03K -17 -26%
MAM
318
Morse Asset Management
Connecticut
$1.58K
EWA
319
EverSource Wealth Advisors
Alabama
$1.19K
RBC
320
Roble Belko & Company
Pennsylvania
$1K
DFA
321
DHJJ Financial Advisors
Illinois
$939
T
322
Tidemark
California
$501
CFD
323
Creative Financial Designs
Indiana
$438 +$422 +7 New
B
324
Birchbrook
Maine
$316
VPP
325
Vertex Planning Partners
Illinois
-$15.1M -252,234 Closed