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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPW
76
BlueDoor Private Wealth
Massachusetts
$7.31M +$7.23M +110,085 New
PS
77
Planned Solutions
California
$7.3M +$22.5K +342 +0.3%
HIP
78
HUB Investment Partners
Texas
$7.08M -$706K -10,751 -9%
OWA
79
Oak Wealth Advisors
Illinois
$7.06M -$47.4K -722 -0.7%
MCM
80
MAI Capital Management
Ohio
$7.05M +$2.48M +37,825 +55%
HFS
81
Hughes Financial Services
Virginia
$6.71M -$1.45M -22,123 -18%
CWA
82
Crusonia Wealth Advisors
Colorado
$6.66M +$6.59M +100,301 New
IA
83
Integrity Alliance
Iowa
$6.42M +$58.1K +885 +0.9%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$6.37M +$581K +8,848 +10%
FA
85
Fiduciary Alliance
South Carolina
$5.99M +$660K +10,046 +13%
PWMAG
86
Pinnacle Wealth Management Advisory Group
New Jersey
$5.97M +$2.04M +31,144 +53%
SIA
87
SkyView Investment Advisors
New Jersey
$5.67M +$5.17M +78,680 +1,191%
CFG
88
Cooper Financial Group
California
$5.65M -$1.14M -17,425 -17%
Envestnet Portfolio Solutions
89
Envestnet Portfolio Solutions
Illinois
$5.59M -$2.5M -38,101 -31%
PWM
90
Palumbo Wealth Management
New York
$5.56M +$5.5M +83,717 New
SWIM
91
Smallwood Wealth Investment Management
New Jersey
$5.5M +$559K +8,519 +11%
AFG
92
Allegheny Financial Group
Pennsylvania
$5.16M +$2.49M +37,893 +95%
AWA
93
Alaska Wealth Advisors
Alaska
$5.13M +$531K +8,088 +12%
MWMDPGFG
94
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$5.02M +$4.96M +75,594 New
BFS
95
Bradley Foster & Sargent
Connecticut
$5M +$102K +1,559 +2%
OHWP
96
Oak Harbor Wealth Partners
North Carolina
$4.87M +$117K +1,779 +2%
SFC
97
Sprinkle Financial Consultants
Colorado
$4.81M +$1.08M +16,492 +30%
BFG
98
Beto Financial Group
Idaho
$4.76M +$4.65M +70,829 New
EWM
99
Echo Wealth Management
Minnesota
$4.74M -$1.27M -19,346 -21%
BPA
100
Beacon Pointe Advisors
California
$4.72M -$308K -4,693 -6%