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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
301
Fidelity Investments
Massachusetts
$269K +$261K +3,938 +1,437%
CWM
302
Cornerstone Wealth Management
Missouri
$269K
CHWM
303
Cauble & Harre Wealth Management
Missouri
$265K -$9.47K -143 -4%
FA
304
Fortis Advisors
Pennsylvania
$264K +$132 +2 +0%
GI
305
Gradient Investments
Minnesota
$262K -$15.2M -229,746 -98%
IPA
306
Investment Planning Advisors
Georgia
$262K -$397 -6 -0.1%
IP
307
Ignite Planners
California
$260K -$56.8K -857 -17%
VAM
308
Vienna Asset Management
California
$258K -$52K -786 -16%
AQR Capital Management
309
AQR Capital Management
Connecticut
$257K
WTC
310
WhitTier Trust Company
Nevada
$255K +$262K +3,960 New
ACM
311
Allred Capital Management
Texas
$253K +$38.1K +575 +17%
CWS
312
Confluence Wealth Services
Pennsylvania
$251K +$4.04K +61 +2%
HNWAG
313
High Net Worth Advisory Group
Florida
$250K +$259K +3,905 New
KFAS
314
Keating Financial Advisory Services
Kansas
$237K +$5.76K +87 +2%
EFS
315
Essex Financial Services
Connecticut
$236K +$132 +2 +0.1%
MW
316
Maia Wealth
Colorado
$232K -$199 -3 -0.1%
AWA
317
Arkadios Wealth Advisors
Georgia
$232K -$12.4K -187 -5%
EIP
318
Ellis Investment Partners
Pennsylvania
$230K +$23.6K +357 +11%
KA
319
Kovack Advisors
Florida
$230K +$132 +2 +0.1%
Betterment LLC
320
Betterment LLC
New York
$230K +$33.7K +509 +16%
PIA
321
Perennial Investment Advisors
California
$226K
MT
322
Midwest Trust
Kansas
$224K
CRWM
323
Castle Rock Wealth Management
California
$223K
CA
324
Claro Advisors
Massachusetts
$220K
PPW
325
Pasadena Private Wealth
California
$220K