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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
326
First Trust Advisors
Illinois
$220K – – –
LCM
327
Lunt Capital Management
Utah
$219K -$2.82K -42 -1%
TIA
328
TCFG Investment Advisors
California
$219K +$2.69K +40 +1%
TAM
329
Titleist Asset Management
Texas
$217K +$216K +3,211 New
PB
330
Prosperity Bancshares
Texas
$214K +$672 +10 +0.3%
IFG
331
Independent Financial Group
California
$208K +$207K +3,075 New
CWM
332
Capstone Wealth Management
Montana
$203K +$201K +3,000 New
IF
333
Intrua Financial
Texas
$201K +$200K +2,971 New
CMA
334
Cedar Mountain Advisors
Oregon
$200K – – –
AA
335
Ancora Advisors
Ohio
$188K -$247K -3,677 -57%
MG
336
Mather Group
Illinois
$176K +$175K +2,609 New
UIA
337
Ulland Investment Advisors
Minnesota
$160K -$3.36K -50 -2%
OC
338
Oakworth Capital
Alabama
$134K – – –
Bank of Montreal
339
Bank of Montreal
Ontario, Canada
$130K +$269 +4 +0.2%
LI
340
LRI Investments
Florida
$128K – – –
MEG
341
Millstone Evans Group
Colorado
$126K – – –
CF
342
Centaurus Financial
California
$126K – – –
SEP
343
Signature Equity Partners
Ohio
$119K +$6.04K +90 +5%
HAP
344
Harbor Asset Planning
Massachusetts
$115K +$201 +3 +0.2%
FNWA
345
Financial Network Wealth Advisors
Utah
$113K -$14.7K -219 -12%
NEWAS
346
N.E.W. Advisory Services
Wisconsin
$109K -$7.99K -119 -7%
GWM
347
Gilpin Wealth Management
Colorado
$106K +$3.83K +57 +4%
CAL
348
Capital Advisors Ltd
Ohio
$102K – – –
RFA
349
Reyes Financial Architecture
California
$90.8K +$201 +3 +0.2%
Fidelity Investments
350
Fidelity Investments
Massachusetts
$84.1K -$199K -2,967 -70%