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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$68.7M +$22M +389,405 +50%
CFS
2
CGC Financial Services
Oregon
$60.3M +$27.1M +478,565 +87%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$36.7M +$35.2M +622,152 +12,257%
PWA
4
Peterson Wealth Advisors
Utah
$29.9M +$2.47M +43,551 +9%
HighTower Advisors
5
HighTower Advisors
Illinois
$27.4M +$21.7M +382,699 +448%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$24.3M +$16.4M +289,914 +233%
CPC
7
Consolidated Planning Corp
Georgia
$22.6M +$21.9M +386,002 New
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$20.8M +$20.1M +355,586 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$20M -$4.78M -84,432 -20%
UBS Group
10
UBS Group
Switzerland
$17.5M +$16.8M +297,148 +17,900%
Osaic Holdings
11
Osaic Holdings
Arizona
$17.3M +$9.02M +159,392 +117%
MML Investors Services
12
MML Investors Services
Massachusetts
$16.1M +$15.6M +274,717 New
JP Morgan Chase
13
JP Morgan Chase
New York
$14.8M +$1.49M +26,269 +12%
PCMC
14
Private Capital Management (Colorado)
Colorado
$13.2M +$12.7M +225,144 New
PP
15
Patten & Patten
Tennessee
$12M +$2.12M +37,495 +22%
CTC
16
Central Trust Company
Missouri
$11.6M +$440K +7,781 +4%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$11M +$4.94M +87,191 +86%
RWA
18
Redhawk Wealth Advisors
Minnesota
$10.5M +$10.2M +180,087 New
PSCM
19
Per Stirling Capital Management
Texas
$10.4M +$43.2K +764 +0.4%
SWM
20
Sugarloaf Wealth Management
Georgia
$10.4M +$547K +9,659 +6%
DWP
21
Daymark Wealth Partners
Ohio
$10.2M +$666K +11,759 +7%
LPL Financial
22
LPL Financial
California
$9.85M +$9.53M +168,277 New
PJWM
23
Philip James Wealth Mangement
Georgia
$9.27M +$6.33M +111,789 +240%
ACA
24
Aspire Capital Advisors
Washington
$8.14M +$436K +7,709 +6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$7.4M +$4.59M +81,172 +180%