We are live on ! Find out more
HELO icon

JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LC
26
Legacy CG
Texas
$17M +$16.6M +267,227 +4,463%
PP
27
Patten & Patten
Tennessee
$15.9M +$1.3M +20,802 +9%
LWL
28
Leo Wealth LLC
Texas
$15.7M +$1.02M +16,436 +7%
MWM
29
Modern Wealth Management
Kansas
$14.8M +$14.9M +239,203 New
VPP
30
Vertex Planning Partners
Illinois
$14.8M +$14.8M +238,146 New
Mariner
31
Mariner
Kansas
$14.7M +$1.25M +20,065 +9%
S
32
SignatureFD
Georgia
$14M +$8.47M +135,937 +152%
CSP
33
Cary Street Partners
Virginia
$13.7M +$13.7M +220,721 New
WIM
34
WealthPlan Investment Management
Nebraska
$13.4M +$6.27M +100,755 +87%
PCMC
35
Private Capital Management (Colorado)
Colorado
$13.1M -$371K -5,962 -3%
SWM
36
Sugarloaf Wealth Management
Georgia
$12.9M +$1.04M +16,655 +9%
PAG
37
Private Advisor Group
New Jersey
$12.6M +$5.08M +81,566 +67%
RWA
38
Redhawk Wealth Advisors
Minnesota
$12.1M +$705K +11,323 +6%
SA
39
Skyline Advisors
Washington
$11.5M +$11.6M +185,676 New
LAMC
40
Longview Asset Management (California)
California
$11.3M +$11.3M +181,497 New
NEWAS
41
N.E.W. Advisory Services
Wisconsin
$10.7M +$10.7M +172,140 New
CW
42
CreativeOne Wealth
Kansas
$10.5M +$3.42M +54,939 +48%
CPA
43
Capital Planning Advisors
California
$10.5M +$3.1M +49,826 +42%
VWA
44
Visionary Wealth Advisors
Illinois
$10.3M +$3.08M +49,505 +42%
PJWM
45
Philip James Wealth Mangement
Georgia
$10.3M +$95.8K +1,539 +0.9%
WP
46
WealthPLAN Partners
Nebraska
$9.97M -$444K -7,131 -4%
DWP
47
Daymark Wealth Partners
Ohio
$9.49M -$2.15M -34,520 -18%
WA
48
Waverly Advisors
Alabama
$9.16M +$9.19M +147,634 New
ACA
49
Aspire Capital Advisors
Washington
$9.02M +$261K +4,185 +3%
KPWS
50
Kestra Private Wealth Services
Texas
$8.77M +$5.64M +90,585 +178%