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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$42.7M +$41.3M +806,792 New
CFS
2
CGC Financial Services
Oregon
$28.3M +$27.4M +535,027 New
PWA
3
Peterson Wealth Advisors
Utah
$14.7M +$14.2M +277,265 New
PSCM
4
Per Stirling Capital Management
Texas
$8.51M +$8.24M +160,880 New
Jane Street
5
Jane Street
New York
$5.21M -$5.03M -98,067 -50%
PP
6
Patten & Patten
Tennessee
$4.44M +$4.3M +83,930 New
CSPIA
7
Cary Street Partners Investment Advisory
Virginia
$4.13M +$4M +78,014 New
AA
8
Argent Advisors
Louisiana
$2.65M +$2.57M +50,201 New
AWM
9
AE Wealth Management
Kansas
$2.57M +$2.44M +47,670 New
SPA
10
Shore Point Advisors
New Jersey
$2.21M +$2.14M +41,746 New
Mariner
11
Mariner
Kansas
$2.05M +$1.99M +38,839 New
DWP
12
Daymark Wealth Partners
Ohio
$2.03M +$1.97M +38,461 New
EWM
13
Echo Wealth Management
Minnesota
$1.93M +$1.87M +36,426 New
Osaic Holdings
14
Osaic Holdings
Arizona
$1.85M +$1.79M +34,985 New
TC
15
TownSquare Capital
Utah
$1.84M +$1.78M +34,826 New
VWA
16
Visionary Wealth Advisors
Illinois
$1.81M +$1.76M +34,304 New
HIP
17
HUB Investment Partners
Texas
$1.63M +$1.58M +30,751 New
IP
18
Ignite Planners
California
$1.49M -$471K -9,200 -25%
FA
19
Fiduciary Alliance
South Carolina
$1.49M +$1.44M +28,088 New
OMC
20
Old Mission Capital
Illinois
$1.45M +$1.41M +27,450 New
ICG
21
InterOcean Capital Group
Tennessee
$1.39M +$1.35M +26,364 New
CPA
22
Capital Planning Advisors
California
$1.38M +$1.34M +26,076 New
PF
23
Penney Financial
Texas
$1.08M +$1.04M +20,354 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$952K +$923K +18,012 New
OFS
25
Orrstown Financial Services
Pennsylvania
$875K +$848K +16,550 New