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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAOTB
101
Wealth Advisors of Tampa Bay
Florida
$4.25M +$4.17M +65,367 New
PWM
102
Perigon Wealth Management
California
$4.24M -$138K -2,159 -3%
IIA
103
Integrity Investment Advisors
Colorado
$4.21M +$503K +7,873 +14%
FMP
104
Financial Management Professionals
Texas
$4.09M -$24.3K -381 -0.6%
PF
105
Penney Financial
Texas
$3.98M +$253K +3,963 +7%
RB
106
Renasant Bank
Mississippi
$3.92M -$109K -1,708 -3%
PWMAG
107
Pinnacle Wealth Management Advisory Group
New Jersey
$3.82M +$1.24M +19,385 +49%
FCM
108
Firestone Capital Management
Florida
$3.77M -$105K -1,644 -3%
SFC
109
Sprinkle Financial Consultants
Colorado
$3.63M +$1.38M +21,613 +63%
BFA
110
Brown Financial Advisors
Ohio
$3.63M -$31.7K -497 -0.9%
PAG
111
Paladin Advisory Group
Iowa
$3.61M +$1.12M +17,476 +46%
DC
112
DeDora Capital
California
$3.56M +$408K +6,385 +13%
SWP
113
Stratos Wealth Partners
Ohio
$3.54M +$1.37M +21,492 +65%
CAS
114
Coppell Advisory Solutions
Texas
$3.54M +$300K +4,696 +9%
AWM
115
Apollon Wealth Management
South Carolina
$3.5M -$314K -4,915 -8%
RGF
116
Retirement Guys Formula
Ohio
$3.41M +$275K +4,314 +9%
FIA
117
Foundations Investment Advisors
Arizona
$3.26M +$192K +3,004 +6%
HIA
118
Harbor Investment Advisory
Maryland
$3.22M -$974K -15,256 -24%
SPA
119
Shore Point Advisors
New Jersey
$3.19M +$312K +4,878 +11%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$3.11M -$569K -8,909 -16%
SCM
121
Saxony Capital Management
Missouri
$3.1M +$3.05M +47,707 New
KIG
122
Kennedy Investment Group
New Jersey
$3.05M -$81.2K -1,272 -3%
RA
123
RFG Advisory
Alabama
$2.86M +$312K +4,883 +12%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$2.82M -$986K -15,442 -26%
CWP
125
Cyndeo Wealth Partners
Florida
$2.81M +$47.4K +742 +2%