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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
76
OneDigital Investment Advisors
Kansas
$4.66M +$2.3M +37,009 +97%
Jane Street
77
Jane Street
New York
$4.41M +$699K +11,228 +19%
CWP
78
Cyndeo Wealth Partners
Florida
$4.35M +$199K +3,199 +5%
ASN
79
Advisory Services Network
Georgia
$4.16M +$994K +15,961 +31%
NC
80
Napatree Capital
Rhode Island
$4.12M +$1.04M +16,735 +34%
CDWM
81
Campbell Deegan Wealth Management
Virginia
$4.11M +$4.12M +66,205 New
Envestnet Portfolio Solutions
82
Envestnet Portfolio Solutions
Illinois
$4.04M +$3.18M +51,019 +363%
RB
83
Renasant Bank
Mississippi
$3.87M -$3.41M -54,807 -47%
HIA
84
Harbor Investment Advisory
Maryland
$3.74M +$417K +6,692 +12%
TSWM
85
Tyler-Stone Wealth Management
Ohio
$3.64M +$1.6M +25,656 +78%
AWM
86
Apollon Wealth Management
South Carolina
$3.61M +$2.36M +37,916 +187%
PF
87
Penney Financial
Texas
$3.59M +$188K +3,013 +5%
HFS
88
Hughes Financial Services
Virginia
$3.5M +$3.51M +56,384 New
PWM
89
Palumbo Wealth Management
New York
$3.48M +$3.5M +56,134 New
EWM
90
Echo Wealth Management
Minnesota
$3.46M +$229K +3,670 +7%
3AM
91
3EDGE Asset Management
Florida
$3.35M +$3.36M +54,032 New
CAS
92
Coppell Advisory Solutions
Texas
$3.3M +$475K +7,629 +17%
FHA
93
Flagship Harbor Advisors
Massachusetts
$3.29M +$171K +2,749 +5%
BFWM
94
Bright Futures Wealth Management
New York
$3.22M +$3.18M +51,079 New
AWS
95
Atria Wealth Solutions
New York
$3.14M +$3.15M +50,585 New
RGF
96
Retirement Guys Formula
Ohio
$3M +$3.01M +48,338 New
Stifel Financial
97
Stifel Financial
Missouri
$2.93M +$1.99M +31,945 +209%
KIG
98
Kennedy Investment Group
New Jersey
$2.92M +$525K +8,430 +22%
PWM
99
Perigon Wealth Management
California
$2.89M +$1.61M +25,884 +127%
SPA
100
Shore Point Advisors
New Jersey
$2.75M +$339K +5,448 +14%