We are live on ! Find out more
HELO icon

JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NC
76
Napatree Capital
Rhode Island
$3.03M +$2.94M +49,639 New
ASN
77
Advisory Services Network
Georgia
$3M
BCM
78
Brookstone Capital Management
Illinois
$2.84M +$432K +7,284 +19%
CAS
79
Coppell Advisory Solutions
Texas
$2.77M +$244K +4,111 +10%
PW
80
Paladin Wealth
Minnesota
$2.76M +$2.67M +45,110 New
FMP
81
Financial Management Professionals
Texas
$2.64M +$204K +3,447 +9%
MFS
82
Mattson Financial Services
Michigan
$2.39M -$15.5K -261 -0.6%
SPA
83
Shore Point Advisors
New Jersey
$2.37M -$133K -2,237 -5%
KIG
84
Kennedy Investment Group
New Jersey
$2.36M +$836K +14,116 +58%
OIA
85
OneDigital Investment Advisors
Kansas
$2.33M +$1.64M +27,618 +263%
LIS
86
Legacy Investment Solutions
Idaho
$2.1M +$1.98M +33,420 New
LWMI
87
Legacy Wealth Management (Idaho)
Idaho
$2.1M +$1.98M +33,420 New
TSWM
88
Tyler-Stone Wealth Management
Ohio
$2.02M +$1.64M +27,716 +520%
TC
89
TownSquare Capital
Utah
$1.88M -$397K -6,707 -18%
TFS
90
Thoroughbred Financial Services
Tennessee
$1.81M +$487K +8,217 +38%
DP
91
Denver PWM
Colorado
$1.74M +$69.3K +1,169 +4%
HAS
92
HBW Advisory Services
California
$1.67M +$828K +13,983 +105%
CF
93
Convergence Financial
Missouri
$1.53M +$385K +6,493 +35%
SWP
94
Stratos Wealth Partners
Ohio
$1.5M +$723K +12,207 +99%
HF
95
HRT Financial
New York
$1.47M +$1.43M +24,078 New
UW
96
Unique Wealth
Florida
$1.46M +$1.41M +23,854 New
SAM
97
Smartleaf Asset Management
Massachusetts
$1.46M +$1.42M +23,907 New
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$1.43M +$612K +10,335 +80%
CIA
99
Concurrent Investment Advisors
Florida
$1.42M +$322K +5,434 +31%
FIA
100
Foundations Investment Advisors
Arizona
$1.39M +$1.14M +19,246 +554%