We are live on ! Find out more
HELO icon

JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
51
Kestra Private Wealth Services
Texas
$731K +$64.5K +1,184 +10%
CIA
52
Concurrent Investment Advisors
Florida
$605K +$588K +10,808 New
CSPAM
53
Cary Street Partners Asset Management
Virginia
$595K +$105K +1,927 +22%
GS
54
GTS Securities
Florida
$583K +$568K +10,423 New
BOM
55
Bank of Marin
California
$566K +$103K +1,890 +23%
BFC
56
Bedel Financial Consulting
Indiana
$504K +$490K +9,004 New
DC
57
DeDora Capital
California
$501K +$180K +3,297 +58%
BCG
58
Breakwater Capital Group
New Jersey
$491K +$54.8K +1,006 +13%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$491K +$478K +8,775 New
FMP
60
Financial Management Professionals
Texas
$465K +$452K +8,302 New
CFG
61
Cooper Financial Group
California
$455K +$58.2K +1,068 +15%
SFC
62
Strategic Financial Concepts
Texas
$446K +$434K +7,977 New
MWA
63
MN Wealth Advisors
Kansas
$410K +$76.6K +1,406 +24%
JWBC
64
John W. Brooker & Co
California
$395K +$118K +2,169 +44%
EP
65
Eudaimonia Partners
Tennessee
$386K +$375K +6,890 New
SWP
66
Summit Wealth Partners
Florida
$368K +$33.9K +623 +10%
SFC
67
Sprinkle Financial Consultants
Colorado
$335K +$272 +5 +0.1%
LNC
68
Lincoln National Corp
Pennsylvania
$320K +$312K +5,721 New
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$284K +$276K +5,076 New
PCM
70
Pennsylvania Capital Management
Pennsylvania
$272K +$265K +4,860 New
NCM
71
NCM Capital Management
New Jersey
$265K +$258K +4,733 New
Citadel Advisors
72
Citadel Advisors
Florida
$249K +$242K +4,442 New
ACG
73
Allen Capital Group
Nebraska
$248K +$242K +4,436 New
CRWM
74
Castle Rock Wealth Management
California
$241K +$8.17K +150 +4%
CPL
75
CAP Partners LLC
Tennessee
$239K +$232K +4,267 New