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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$153M +$3.32M +53,390 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$95.4M +$9.03M +144,949 +10%
FMWA
3
Forvis Mazars Wealth Advisors
Missouri
$86M +$26.1M +418,404 +43%
JP Morgan Chase
4
JP Morgan Chase
New York
$84.5M +$63.4M +1,018,000 +297%
LPL Financial
5
LPL Financial
California
$74M +$37.1M +596,418 +100%
GI
6
Gradient Investments
Minnesota
$73.5M -$27.7M -444,444 -27%
Raymond James Financial
7
Raymond James Financial
Florida
$72.7M +$73M +1,171,513 New
CFS
8
CGC Financial Services
Oregon
$64.4M -$407K -6,538 -0.6%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$64M +$9.37M +150,479 +17%
DWM
10
Dynasty Wealth Management
Florida
$63.6M +$63.9M +1,025,631 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$60.1M +$12.8M +205,983 +27%
SWP
12
Sagespring Wealth Partners
Tennessee
$59M +$59.2M +951,140 New
Legacy Financial Group (Iowa)
13
Legacy Financial Group (Iowa)
Iowa
$55.6M +$50.6M +812,471 +979%
HighTower Advisors
14
HighTower Advisors
Illinois
$46.1M +$6.71M +107,785 +17%
UBS Group
15
UBS Group
Switzerland
$43.1M +$9.73M +156,242 +29%
PWA
16
Peterson Wealth Advisors
Utah
$37.3M +$2.66M +42,666 +8%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$36.9M +$4.19M +67,208 +13%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$31.2M -$8.92M -143,223 -22%
CPC
19
Consolidated Planning Corp
Georgia
$27.8M +$1.72M +27,638 +7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$25.8M +$6.63M +106,503 +34%
CFG
21
Carr Financial Group
Massachusetts
$22.3M +$10.9M +175,083 +95%
MML Investors Services
22
MML Investors Services
Massachusetts
$20.6M +$2.78M +44,675 +16%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$19.2M +$10.3M +165,099 +114%
CTC
24
Central Trust Company
Missouri
$17.8M +$3.19M +51,246 +22%
SWM
25
SK Wealth Management
Rhode Island
$17.2M +$662K +10,630 +4%