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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
126
Mattson Financial Services
Michigan
$2.76M +$14.3K +224 +0.5%
HI
127
Harbour Investments
Wisconsin
$2.72M +$127K +1,992 +5%
CFS
128
Coordinated Financial Services
Colorado
$2.68M +$1.28K +20 +0%
AFG
129
Allegheny Financial Group
Pennsylvania
$2.59M +$1.79M +28,075 +238%
BFWM
130
Bright Futures Wealth Management
New York
$2.43M +$2.38M +37,323 New
GPWM
131
Grant Private Wealth Management
California
$2.39M +$2.35M +36,827 New
DC
132
Davenport & Co
Virginia
$2.35M +$482K +7,554 +26%
Renaissance Technologies
133
Renaissance Technologies
New York
$2.32M +$14K +220 +0.6%
DP
134
Denver PWM
Colorado
$2.3M +$8.62K +135 +0.4%
TFS
135
Thoroughbred Financial Services
Tennessee
$2.27M -$45.2K -708 -2%
EWA
136
Evolution Wealth Advisors
Florida
$2.26M -$305K -4,778 -12%
CIA
137
Concurrent Investment Advisors
Florida
$2.21M +$240K +3,759 +12%
PS
138
Principal Securities
Iowa
$2.2M +$1.6M +25,089 +287%
PCA
139
Purkiss Capital Advisors
Connecticut
$2.14M +$151K +2,370 +8%
IWP
140
IAG Wealth Partners
Wisconsin
$2.11M +$69.9K +1,094 +3%
SA
141
Sincerus Advisory
New York
$2.09M +$287K +4,498 +16%
CF
142
Convergence Financial
Missouri
$2.05M +$55.8K +873 +3%
PCIA
143
Prime Capital Investment Advisors
Kansas
$2.05M +$1.15M +18,080 +135%
PFGIA
144
Patriot Financial Group Insurance Agency
Massachusetts
$2.04M -$14.9K -233 -0.7%
CFS
145
Compass Financial Services
Iowa
$1.98M +$325K +5,092 +20%
AWM
146
Axxcess Wealth Management
California
$1.8M -$98K -1,535 -5%
MAG
147
Mayfair Advisory Group
Alabama
$1.79M +$51.9K +813 +3%
LWM
148
Lionsbridge Wealth Management
Florida
$1.77M +$1.04M +16,225 +147%
SWP
149
Summit Wealth Partners
Florida
$1.77M -$15.3K -240 -0.9%
MAM
150
Milestone Asset Management
Pennsylvania
$1.73M +$476K +7,458 +39%