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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACG
201
Allen Capital Group
Nebraska
$1.09M -$2.19K -33 -0.2%
MHS
202
M Holdings Securities
Oregon
$1.08M +$268K +4,042 +34%
PGF
203
Plan Group Financial
Oklahoma
$1.02M -$10.9K -165 -1%
DP
204
Denver PWM
Colorado
$1.02M -$1.44M -21,732 -59%
LWM
205
Lionsbridge Wealth Management
Florida
$1M -$474K -7,162 -31%
IIA
206
Integrity Investment Advisors
Colorado
$993K -$76.8K -1,160 -7%
Focus Partners Advisor Solutions
207
Focus Partners Advisor Solutions
Missouri
$993K +$1.03M +15,539 New
BTWM
208
Baker Tilly Wealth Management
Wisconsin
$988K – – –
HCM
209
Hicks Capital Management
Ohio
$982K -$35.6K -537 -3%
KFI
210
Key Financial Inc
Pennsylvania
$978K +$748K +11,292 +282%
JF
211
JSF Financial
California
$972K -$331 -5 -0%
CAM
212
Cozad Asset Management
Illinois
$968K +$66 +1 +0%
Simplicity Wealth
213
Simplicity Wealth
New Jersey
$953K +$232K +3,497 +31%
MWM
214
Mascagni Wealth Management
Mississippi
$950K +$117K +1,765 +13%
Balentine LLC
215
Balentine LLC
Georgia
$943K -$57.2K -864 -6%
SWA
216
Strategic Wealth Advisors
Arizona
$940K +$50.7K +766 +5%
BCG
217
Breakwater Capital Group
New Jersey
$927K -$30.4K -459 -3%
Farther Finance Advisors
218
Farther Finance Advisors
California
$909K +$128K +1,931 +16%
Jefferies Financial Group
219
Jefferies Financial Group
New York
$908K +$941K +14,214 New
BFO
220
Boston Family Office
Massachusetts
$905K +$245K +3,705 +35%
Morgan Stanley
221
Morgan Stanley
New York
$899K +$752K +11,355 +418%
Western Wealth Management
222
Western Wealth Management
Colorado
$899K -$865K -13,064 -48%
FHA
223
Flagship Harbor Advisors
Massachusetts
$895K -$7.08M -106,924 -88%
Silvercrest Asset Management
224
Silvercrest Asset Management
New York
$881K – – –
Corient Private Wealth
225
Corient Private Wealth
Florida
$880K – – –