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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 -$7.13M -111,616 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$180M +$12.8M +200,643 +8%
LPL Financial
3
LPL Financial
California
$172M +$15.8M +247,043 +10%
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$156M +$14.7M +230,295 +11%
Bank of America
5
Bank of America
North Carolina
$133M +$24M +375,879 +22%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$125M +$9.3M +145,576 +8%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$114M +$15.9M +248,651 +17%
Raymond James Financial
8
Raymond James Financial
Florida
$89.5M -$13.7M -214,426 -13%
CFS
9
CGC Financial Services
Oregon
$70.6M +$957K +14,983 +1%
Legacy Financial Group (Iowa)
10
Legacy Financial Group (Iowa)
Iowa
$62.5M -$969K -15,169 -2%
HighTower Advisors
11
HighTower Advisors
Illinois
$58.9M -$20.7M -323,782 -26%
RWP
12
RWA Wealth Partners
Massachusetts
$55.1M -$1.62M -25,357 -3%
GI
13
Gradient Investments
Minnesota
$52.1M +$966K +15,128 +2%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$48.5M -$42.8M -669,768 -47%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$47.7M +$2.49M +38,938 +6%
UBS Group
16
UBS Group
Switzerland
$44.6M +$6.81M +106,623 +18%
PWA
17
Peterson Wealth Advisors
Utah
$41M +$2.58M +40,369 +7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$41M +$3.99M +62,470 +11%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$40M +$8.39M +131,307 +27%
MML Investors Services
20
MML Investors Services
Massachusetts
$30.7M +$960K +15,030 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$30M -$86.4M -1,352,624 -75%
Stifel Financial
22
Stifel Financial
Missouri
$28.2M +$10.9M +170,755 +65%
JP Morgan Chase
23
JP Morgan Chase
New York
$27.6M -$58.7K -919 -0.2%
PAG
24
Private Advisor Group
New Jersey
$25M +$8.33M +130,475 +51%
Mariner
25
Mariner
Kansas
$23.9M +$611K +9,570 +3%