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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
301
Key Financial Inc
Pennsylvania
$189K +$86.9K +1,360 +88%
AC
302
AlphaCore Capital
California
$172K -$155K -2,427 -48%
UIA
303
Ulland Investment Advisors
Minnesota
$154K +$19.2K +300 +14%
FNWA
304
Financial Network Wealth Advisors
Utah
$145K -$57.8K -905 -29%
LWA
305
Lowe Wealth Advisors
Maryland
$135K -$1.6K -25 -1%
Bank of Montreal
306
Bank of Montreal
Ontario, Canada
$124K +$255 +4 +0.2%
Morgan Stanley
307
Morgan Stanley
New York
$123K +$3.51K +55 +3%
CF
308
Centaurus Financial
California
$122K
MEG
309
Millstone Evans Group
Colorado
$122K -$27.3K -428 -19%
NEWAS
310
N.E.W. Advisory Services
Wisconsin
$114K -$2.66M -41,648 -96%
FDCP
311
Foster Dykema Cabot & Partners
Massachusetts
$104K +$102K +1,603 New
CAL
312
Capital Advisors Ltd
Ohio
$98K
HAP
313
Harbor Asset Planning
Massachusetts
$95.9K +$192 +3 +0.2%
RFA
314
Reyes Financial Architecture
California
$87.1K -$197K -3,091 -70%
RFP
315
Root Financial Partners
California
$78K +$76.6K +1,200 New
PA
316
Parallel Advisors
California
$77.6K
Wells Fargo
317
Wells Fargo
California
$72.1K -$31K -486 -30%
LFG
318
Larson Financial Group
Missouri
$58.4K +$57.4K +899 New
FHC
319
First Horizon Corporation
Tennessee
$48.1K +$47.3K +740 New
AssetMark Inc
320
AssetMark Inc
California
$41.1K -$16.7K -261 -29%
OP
321
ORG Partners
Indiana
$32.2K +$1.41K +22 +5%
HBW
322
Hazlett, Burt & Watson
West Virginia
$28K +$64 +1 +0.2%
VFM
323
Vision Financial Markets
Connecticut
$26.6K +$64 +1 +0.2%
ACM
324
Anfield Capital Management
California
$20.7K +$20.4K +319 New
OSAM
325
O'Shaughnessy Asset Management
Connecticut
$16.5K +$16.2K +254 New