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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$43.8M -$1.29M -23,642 -3%
CFS
2
CGC Financial Services
Oregon
$30.9M +$891K +16,367 +3%
PWA
3
Peterson Wealth Advisors
Utah
$26.1M +$10.3M +189,530 +68%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$23.9M +$22.2M +408,155 +2,266%
JP Morgan Chase
5
JP Morgan Chase
New York
$12.7M +$12.4M +227,245 New
CTC
6
Central Trust Company
Missouri
$10.6M +$10.3M +190,043 New
PSCM
7
Per Stirling Capital Management
Texas
$9.93M +$898K +16,489 +10%
SWM
8
Sugarloaf Wealth Management
Georgia
$9.41M +$9.15M +168,108 New
PP
9
Patten & Patten
Tennessee
$9.37M +$4.55M +83,527 +100%
DWP
10
Daymark Wealth Partners
Ohio
$9.12M +$6.78M +124,455 +324%
Jane Street
11
Jane Street
New York
$8.56M +$2.97M +54,552 +55%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.6M +$5.49M +100,805 +288%
ACA
13
Aspire Capital Advisors
Washington
$7.35M +$7.15M +131,373 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$6.97M +$6.78M +124,577 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$5.64M +$5.49M +100,808 New
CA
16
Cetera Advisors
Colorado
$5.18M +$5.04M +92,565 New
CSPIA
17
Cary Street Partners Investment Advisory
Virginia
$4.98M +$596K +10,949 +14%
HighTower Advisors
18
HighTower Advisors
Illinois
$4.78M +$4.65M +85,422 New
HIP
19
HUB Investment Partners
Texas
$4.64M +$2.84M +52,109 +169%
OFS
20
Orrstown Financial Services
Pennsylvania
$4.6M +$3.58M +65,696 +397%
BCI
21
Brinker Capital Investments
Pennsylvania
$4.27M +$4.15M +76,298 New
OPS
22
Orion Portfolio Solutions
Nebraska
$4.27M +$4.15M +76,298 New
PVI
23
Pine Valley Investments
New Jersey
$3.68M +$3.58M +65,751 New
VWA
24
Visionary Wealth Advisors
Illinois
$3.39M +$1.43M +26,303 +77%
M1FG
25
Mach-1 Financial Group
Arkansas
$2.71M +$2.64M +48,413 New