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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
$188M +$1.91M +31,657 +1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$161M +$19.6M +324,692 +14%
LPL Financial
3
LPL Financial
California
$150M +$26.2M +434,200 +22%
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$135M +$16.2M +268,943 +14%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$113M +$81.7M +1,352,940 +294%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$112M +$22.5M +373,033 +27%
Bank of America
7
Bank of America
North Carolina
$105M +$20.2M +334,184 +25%
Raymond James Financial
8
Raymond James Financial
Florida
$99.6M +$8.45M +140,094 +10%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$93.7M +$90.4M +1,498,016 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$88.6M -$6.05M -100,311 -7%
HighTower Advisors
11
HighTower Advisors
Illinois
$76.9M +$24.9M +412,361 +50%
CFS
12
CGC Financial Services
Oregon
$67M +$944K +15,645 +1%
Legacy Financial Group (Iowa)
13
Legacy Financial Group (Iowa)
Iowa
$61.1M +$3.65M +60,450 +7%
RWP
14
RWA Wealth Partners
Massachusetts
$54.7M +$52.7M +873,399 New
GI
15
Gradient Investments
Minnesota
$49.2M +$231K +3,831 +0.5%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$43.5M +$1.39M +23,086 +3%
DWM
17
Dynasty Wealth Management
Florida
$37.1M -$2.53M -41,963 -7%
PWA
18
Peterson Wealth Advisors
Utah
$36.9M +$681K +11,289 +2%
UBS Group
19
UBS Group
Switzerland
$36.3M -$12.5M -207,159 -26%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$35.5M -$1.51M -25,051 -4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$30.3M -$1.83M -30,313 -6%
MML Investors Services
22
MML Investors Services
Massachusetts
$28.6M +$1.74M +28,862 +7%
JP Morgan Chase
23
JP Morgan Chase
New York
$26.7M +$1.26M +20,827 +5%
Mariner
24
Mariner
Kansas
$22.4M +$6.84M +113,348 +46%
HIP
25
HUB Investment Partners
Texas
$20M +$345K +5,721 +2%