We are live on ! Find out more
HELO icon

JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$147M +$125M +2,110,089 +715%
GI
2
Gradient Investments
Minnesota
$99.6M +$27M +456,050 +39%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$85.2M +$58M +978,827 +236%
CFS
4
CGC Financial Services
Oregon
$63.9M +$906K +15,289 +1%
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$59.1M +$36.2M +611,599 +172%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$53.9M +$15M +253,875 +40%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$46.6M +$34M +574,536 +306%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$39.5M +$18M +303,608 +89%
HighTower Advisors
9
HighTower Advisors
Illinois
$38.8M +$9.92M +167,439 +36%
LPL Financial
10
LPL Financial
California
$36.5M +$25.4M +428,859 +255%
PWA
11
Peterson Wealth Advisors
Utah
$34M +$2.68M +45,261 +9%
UBS Group
12
UBS Group
Switzerland
$33M +$14.2M +240,211 +80%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$32.2M +$28.8M +486,215 +1,191%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$29.3M +$28.4M +478,905 New
CPC
15
Consolidated Planning Corp
Georgia
$25.7M +$2.03M +34,224 +9%
JP Morgan Chase
16
JP Morgan Chase
New York
$21M +$5.32M +89,742 +35%
RJA
17
Raymond James & Associates
Florida
$19.3M +$13.9M +233,895 +285%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$18.9M +$11.3M +190,042 +159%
MML Investors Services
19
MML Investors Services
Massachusetts
$17.5M +$717K +12,100 +4%
SWM
20
SK Wealth Management
Rhode Island
$16.7M +$15.8M +267,064 New
LWL
21
Leo Wealth LLC
Texas
$14.4M +$7.83M +132,082 +127%
PP
22
Patten & Patten
Tennessee
$14.4M +$1.83M +30,885 +15%
CTC
23
Central Trust Company
Missouri
$14.4M +$2.21M +37,360 +19%
PCMC
24
Private Capital Management (Colorado)
Colorado
$13.3M -$487K -8,218 -4%
Mariner
25
Mariner
Kansas
$13.2M +$10.3M +173,642 +406%