We are live on ! Find out more
HELO icon

JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
126
Independent Advisor Alliance
North Carolina
$3.09M +$3.2M +48,301 New
SWM
127
SK Wealth Management
Rhode Island
$3.04M -$380K -5,738 -11%
CFS
128
Coordinated Financial Services
Colorado
$2.93M -$102K -1,537 -3%
CCFM
129
Clear Creek Financial Management
Washington
$2.93M +$28.3K +428 +0.9%
SWP
130
Stratos Wealth Partners
Ohio
$2.92M -$615K -9,280 -17%
RA
131
RFG Advisory
Alabama
$2.91M +$185K +2,793 +7%
HI
132
Harbour Investments
Wisconsin
$2.87M +$80.5K +1,216 +3%
DC
133
Davenport & Co
Virginia
$2.86M +$419K +6,322 +16%
CF
134
Convergence Financial
Missouri
$2.72M +$365K +5,506 +16%
CAM
135
Cresset Asset Management
Illinois
$2.67M +$663K +10,006 +32%
SA
136
Sincerus Advisory
New York
$2.61M +$241K +3,633 +10%
AIM
137
Advyzon Investment Management
Illinois
$2.6M +$2.69M +40,665 New
KIG
138
Kennedy Investment Group
New Jersey
$2.6M -$370K -5,591 -12%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$2.58M -$343K -5,173 -11%
SWM
140
Selby Wealth Management
California
$2.58M -$64.8K -978 -2%
PCA
141
Purkiss Capital Advisors
Connecticut
$2.52M +$262K +3,950 +11%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$2.51M +$45.4K +685 +2%
YWS
143
Yarger Wealth Strategies
Ohio
$2.35M +$914K +13,807 +60%
PVI
144
Pine Valley Investments
New Jersey
$2.34M -$336K -5,069 -12%
MAM
145
Milestone Asset Management
Pennsylvania
$2.33M +$188K +2,833 +8%
BFG
146
Beto Financial Group
Idaho
$2.3M -$2.44M -36,836 -52%
TFS
147
Thoroughbred Financial Services
Tennessee
$2.28M +$56.4K +851 +2%
SF
148
Sun Financial
Utah
$2.25M -$206K -3,106 -9%
MAM
149
McLaughlin Asset Management
Illinois
$2.25M +$676K +10,206 +41%
IP
150
Indivisible Partners
Florida
$2.24M +$715K +10,801 +44%