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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
201
Private Trust Company
Ohio
$427K +$81K +1,300 +23%
HCM
202
Hall Capital Management
Rhode Island
$410K +$412K +6,614 New
RFA
203
Resurgent Financial Advisors
Georgia
$409K -$32.9K -529 -7%
ACM
204
Allred Capital Management
Texas
$387K +$388K +6,233 New
CPL
205
CAP Partners LLC
Tennessee
$376K +$86.6K +1,390 +30%
WA
206
WESPAC Advisors
California
$363K +$364K +5,843 New
BWM
207
BCGM Wealth Management
Indiana
$361K +$17.3K +278 +5%
Truist Financial
208
Truist Financial
North Carolina
$353K +$23.9K +384 +7%
RFA
209
Reyes Financial Architecture
California
$349K +$350K +5,621 New
AWP
210
Axis Wealth Partners
Rhode Island
$348K +$349K +5,605 New
BTI
211
Blue Trust Inc
Georgia
$346K +$1.31K +21 +0.4%
SG
212
StoneX Group
New York
$344K +$14.5K +233 +4%
ACG
213
Allen Capital Group
Nebraska
$337K +$42.6K +684 +14%
RCM
214
Riggs Capital Management
Utah
$322K +$323K +5,186 New
BRWA
215
B. Riley Wealth Advisors
Florida
$318K -$56.4K -905 -15%
CPRC
216
Consolidated Portfolio Review Corp
New York
$313K -$1.18K -19 -0.4%
M1FG
217
Mach-1 Financial Group
Arkansas
$306K -$3.23M -51,921 -91%
MCIA
218
Mountain Capital Investment Advisors
Colorado
$304K +$74K +1,189 +33%
BPA
219
Beacon Pointe Advisors
California
$302K -$146K -2,346 -32%
WKWM
220
Walter & Keenan Wealth Management
Indiana
$300K
QWP
221
Quotient Wealth Partners
Texas
$293K +$6.29K +101 +2%
MWP
222
Madison Wealth Partners
Wisconsin
$293K +$34.8K +559 +13%
CRWM
223
Castle Rock Wealth Management
California
$289K +$1.5K +24 +0.5%
TCA
224
Transcend Capital Advisors
New Jersey
$286K -$5.29K -85 -2%
SB
225
Strategic Blueprint
Georgia
$285K +$286K +4,600 New