We are live on ! Find out more
HELO icon

JPMorgan Hedged Equity Laddered Overlay ETF
HELO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
201
Coppell Advisory Solutions
Texas
$557K -$2.65M -42,667 -80%
SA
202
Sanctuary Advisors
Indiana
$548K +$11K +178 +2%
CFP
203
Comprehensive Financial Planning
Pennsylvania
$532K +$283K +4,570 +105%
ESB
204
Essex Savings Bank
Connecticut
$525K +$15.3K +247 +3%
SI
205
Stephens Inc
Arkansas
$525K +$8.56K +138 +2%
TWM
206
Tradition Wealth Management
Minnesota
$516K -$32.4K -523 -6%
JF
207
JSF Financial
California
$496K +$744 +12 +0.1%
SG
208
StoneX Group
New York
$492K +$168K +2,710 +49%
PWP
209
Private Wealth Partners
California
$477K +$496K +8,000 New
AA
210
Ancora Advisors
Ohio
$468K -$150K -2,426 -24%
FB
211
Fulton Bank
Pennsylvania
$459K +$477K +7,691 New
IP
212
Ignite Planners
California
$456K -$142K -2,287 -23%
FFN
213
Focus Financial Network
Minnesota
$456K -$673K -10,860 -59%
CA
214
Clearstead Advisors
Ohio
$440K +$457K +7,365 New
JWCA
215
J.W. Cole Advisors
Florida
$433K +$450K +7,258 New
PIWA
216
Prevail Innovative Wealth Advisors
Kansas
$432K -$5.33K -86 -1%
CPL
217
CAP Partners LLC
Tennessee
$426K +$67.1K +1,083 +18%
GSWM
218
Golden State Wealth Management
California
$424K +$329K +5,301 +293%
AWA
219
Arkadios Wealth Advisors
Georgia
$420K -$13.1K -212 -3%
RFA
220
Resurgent Financial Advisors
Georgia
$413K +$20.6K +332 +5%
MCIA
221
Mountain Capital Investment Advisors
Colorado
$411K +$132K +2,137 +44%
BTWM
222
Baker Tilly Wealth Management
Wisconsin
$409K +$425K +6,858 New
PTC
223
Private Trust Company
Ohio
$406K -$4.9K -79 -1%
HCM
224
Hall Capital Management
Rhode Island
$395K – – –
YWS
225
Yarger Wealth Strategies
Ohio
$391K +$406K +6,547 New
7 8
9
10 11