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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
$221M +$17.8M +269,397 +8%
FMWA
2
Forvis Mazars Wealth Advisors
Missouri
$185M +$17M +257,174 +10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$164M +$45.7M +689,557 +37%
Bank of America
4
Bank of America
North Carolina
$155M +$13.6M +206,013 +9%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$142M +$13.5M +203,792 +10%
Osaic Holdings
6
Osaic Holdings
Arizona
$121M -$6.38M -96,323 -5%
Raymond James Financial
7
Raymond James Financial
Florida
$117M +$5.86M +88,543 +5%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$109M -$20.9M -315,430 -16%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$101M +$43.5M +656,912 +71%
CFS
10
CGC Financial Services
Oregon
$69.7M +$123K +1,861 +0.2%
HighTower Advisors
11
HighTower Advisors
Illinois
$64.2M +$2.93M +44,247 +5%
Ameriprise
12
Ameriprise
Minnesota
$62.4M +$15.6M +236,015 +32%
Legacy Financial Group (Iowa)
13
Legacy Financial Group (Iowa)
Iowa
$61.8M +$424K +6,401 +0.7%
UBS Group
14
UBS Group
Switzerland
$58.8M +$1.49M +22,530 +3%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$49.9M +$591K +8,930 +1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$47.9M +$3.47M +52,467 +8%
RWP
17
RWA Wealth Partners
Massachusetts
$45.3M -$4.56M -68,801 -9%
PWA
18
Peterson Wealth Advisors
Utah
$45.1M +$1.44M +21,763 +3%
TSS
19
Taylor Securities Services
Pennsylvania
$44.4M -$3.55M -53,552 -7%
JP Morgan Chase
20
JP Morgan Chase
New York
$34.4M +$9.3M +140,493 +35%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$32.7M +$1.26M +19,064 +4%
MML Investors Services
22
MML Investors Services
Massachusetts
$29.4M -$2.53M -38,263 -8%
UCFA
23
United Capital Financial Advisors
Texas
$28.7M +$2.42M +36,505 +9%
Stifel Financial
24
Stifel Financial
Missouri
$27.9M +$806K +12,177 +3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$26M -$13.9M -210,078 -34%