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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
101
Pennsylvania Capital Management
Pennsylvania
$480K +$189K +3,335 +69%
TWM
102
Tradition Wealth Management
Minnesota
$475K +$225K +3,981 +96%
SWA
103
Stratos Wealth Advisors
Ohio
$471K +$455K +8,044 New
BPA
104
Beacon Pointe Advisors
California
$440K +$425K +7,511 New
PIWA
105
Prevail Innovative Wealth Advisors
Kansas
$424K +$410K +7,242 New
SWP
106
Summit Wealth Partners
Florida
$410K +$24.5K +432 +7%
SFC
107
Sprinkle Financial Consultants
Colorado
$388K +$36.2K +640 +11%
Truist Financial
108
Truist Financial
North Carolina
$343K +$332K +5,864 New
RFA
109
Resurgent Financial Advisors
Georgia
$337K +$92K +1,625 +39%
FCM
110
Firestone Capital Management
Florida
$327K +$316K +5,585 New
TCWM
111
Total Clarity Wealth Management
Illinois
$321K +$310K +5,475 New
TSWM
112
Tyler-Stone Wealth Management
Ohio
$312K +$302K +5,330 New
SG
113
StoneX Group
New York
$311K +$300K +5,306 New
MA
114
MONECO Advisors
Connecticut
$305K +$295K +5,214 New
DC
115
Davenport & Co
Virginia
$291K +$281K +4,968 New
KAS
116
Kestra Advisory Services
Texas
$290K +$280K +4,945 New
ACG
117
Allen Capital Group
Nebraska
$281K +$20.7K +365 +8%
CFG
118
Carr Financial Group
Massachusetts
$276K +$267K +4,716 New
IAIM
119
International Assets Investment Management
Florida
$274K +$265K +4,675 New
CRWM
120
Castle Rock Wealth Management
California
$259K +$1.93K +34 +0.8%
CPL
121
CAP Partners LLC
Tennessee
$258K +$8.04K +142 +3%
CW
122
CreativeOne Wealth
Kansas
$246K -$1.52M -26,794 -86%
VT
123
Vise Technologies
New York
$241K +$233K +4,120 New
BRWA
124
B. Riley Wealth Advisors
Florida
$240K +$232K +4,093 New
RJT
125
Raymond James Trust
Florida
$239K +$231K +4,089 New