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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
$1.38M +$852K +14,384 +176%
OHWP
102
Oak Harbor Wealth Partners
North Carolina
$1.25M +$73.1K +1,234 +6%
PWM
103
Perigon Wealth Management
California
$1.24M +$1.21M +20,362 New
CFA
104
Cahill Financial Advisors
Minnesota
$1.24M +$439K +7,405 +58%
AWM
105
Apollon Wealth Management
South Carolina
$1.24M +$1.2M +20,235 New
CCFM
106
Clear Creek Financial Management
Washington
$1.23M +$496K +8,365 +71%
SFC
107
Strategic Financial Concepts
Texas
$1.2M +$1.14M +19,282 +6,603%
SNB
108
Security National Bank
Nebraska
$1.18M +$497K +8,387 +77%
JWBC
109
John W. Brooker & Co
California
$1.1M +$296K +5,002 +38%
SFS
110
Sowell Financial Services
Arkansas
$1.02M +$32.2K +544 +3%
MCC
111
Money Concepts Capital
Florida
$1.01M +$246K +4,149 +33%
GVAG
112
Great Valley Advisor Group
Delaware
$1M +$972K +16,399 New
FCM
113
Firestone Capital Management
Florida
$1M +$639K +10,784 +193%
VAM
114
Vienna Asset Management
California
$991K +$960K +16,207 New
AC
115
Avestar Capital
New York
$985K +$955K +16,110 New
SWA
116
Stratos Wealth Advisors
Ohio
$951K +$445K +7,505 +93%
BFC
117
Bedel Financial Consulting
Indiana
$945K +$118K +1,993 +15%
Stifel Financial
118
Stifel Financial
Missouri
$934K +$905K +15,280 New
DC
119
DeDora Capital
California
$934K +$212K +3,574 +31%
Envestnet Portfolio Solutions
120
Envestnet Portfolio Solutions
Illinois
$859K +$833K +14,056 New
TCWM
121
Total Clarity Wealth Management
Illinois
$858K +$507K +8,564 +156%
BEI
122
Benjamin Edwards Inc
Missouri
$856K +$829K +14,000 New
MCM
123
MAI Capital Management
Ohio
$847K +$820K +13,846 New
FFN
124
Focus Financial Network
Minnesota
$818K +$173K +2,915 +28%
CGH
125
Crossmark Global Holdings
Texas
$811K