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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$212M +$36.1M +549,559 +21%
FMWA
2
Forvis Mazars Wealth Advisors
Missouri
$175M +$16M +242,965 +10%
Bank of America
3
Bank of America
North Carolina
$147M +$10.6M +161,015 +8%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$135M +$6.5M +99,012 +5%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$135M +$18.3M +279,194 +16%
Osaic Holdings
6
Osaic Holdings
Arizona
$132M -$59.8M -910,805 -31%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$125M -$58.6M -892,245 -32%
Raymond James Financial
8
Raymond James Financial
Florida
$116M +$24M +365,572 +27%
CFS
9
CGC Financial Services
Oregon
$72.3M +$144K +2,194 +0.2%
Legacy Financial Group (Iowa)
10
Legacy Financial Group (Iowa)
Iowa
$64.1M -$30.3K -461 -0%
HighTower Advisors
11
HighTower Advisors
Illinois
$63.8M +$3.6M +54,812 +6%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$61.6M +$11.9M +181,551 +24%
UBS Group
13
UBS Group
Switzerland
$59.6M +$13.8M +210,517 +31%
RWP
14
RWA Wealth Partners
Massachusetts
$51.6M -$4.64M -70,670 -8%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$50.5M +$2.5M +38,092 +5%
TSS
16
Taylor Securities Services
Pennsylvania
$49.7M +$49.2M +748,609 New
Ameriprise
17
Ameriprise
Minnesota
$49.2M +$26.8M +407,764 +122%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$46.3M +$4.39M +66,926 +11%
PWA
19
Peterson Wealth Advisors
Utah
$45.5M +$3.57M +54,301 +9%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$41M +$93.8K +1,428 +0.2%
MML Investors Services
21
MML Investors Services
Massachusetts
$33.1M +$1.73M +26,306 +6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$32.7M +$2.05M +31,222 +7%
Stifel Financial
23
Stifel Financial
Missouri
$28.2M -$614K -9,358 -2%
UCFA
24
United Capital Financial Advisors
Texas
$27.4M +$13.2M +200,793 +95%
JP Morgan Chase
25
JP Morgan Chase
New York
$26.8M -$1.43M -21,766 -5%