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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
$178M +$32.1M +518,084 +21%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$134M +$43.6M +703,364 +46%
LPL Financial
3
LPL Financial
California
$117M +$47.4M +765,200 +64%
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$113M +$31.6M +509,058 +37%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$90.5M +$33.9M +547,444 +57%
Raymond James Financial
6
Raymond James Financial
Florida
$86.6M +$17.3M +279,421 +24%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$83.8M +$23.1M +372,471 +36%
Bank of America
8
Bank of America
North Carolina
$80.2M +$83.3M +1,343,067 New
CFS
9
CGC Financial Services
Oregon
$63M +$1.03M +16,657 +2%
Legacy Financial Group (Iowa)
10
Legacy Financial Group (Iowa)
Iowa
$54.7M +$1.26M +20,324 +2%
HighTower Advisors
11
HighTower Advisors
Illinois
$48.7M +$4.56M +73,487 +10%
UBS Group
12
UBS Group
Switzerland
$47M +$5.68M +91,536 +13%
GI
13
Gradient Investments
Minnesota
$46.7M -$24.9M -401,501 -34%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$40.1M +$4.8M +77,350 +13%
DWM
15
Dynasty Wealth Management
Florida
$37.9M -$24.2M -390,647 -38%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$35.4M +$17.5M +282,890 +91%
PWA
17
Peterson Wealth Advisors
Utah
$33M -$1.22M -19,678 -3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$30.7M +$786K +12,680 +3%
CPC
19
Consolidated Planning Corp
Georgia
$28.1M +$1.44M +23,170 +5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$27.5M +$2.78M +44,860 +11%
MML Investors Services
21
MML Investors Services
Massachusetts
$25.5M +$5.99M +96,551 +29%
JP Morgan Chase
22
JP Morgan Chase
New York
$24.2M -$59.3M -956,147 -70%
LC
23
Legacy CG
Texas
$23M +$7M +112,899 +41%
CFG
24
Carr Financial Group
Massachusetts
$22.4M +$949K +15,299 +4%
NEWAS
25
N.E.W. Advisory Services
Wisconsin
$22.3M +$12.5M +202,086 +117%