JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 0.05% | 0.06% | #222 | $244.3M | 3.6M | $221.1M | 3.5M | +156,242+4.52% | Add | |
| Forvis Mazars Wealth Advisors, LLC | 3.75% | 3.51% | #10 | $224.8M | 3.3M | $185.0M | 2.9M | +432,788+14.95% | Add | |
| Bank of New York Mellon Corp | 0.03% | 0.03% | #269 | $159.5M | 2.4M | $142.5M | 2.2M | +130,624+5.86% | Add | |
| BANK OF AMERICA CORP /DE/ | 0.01% | 0.01% | #310 | $157.5M | 2.3M | $154.7M | 2.4M | -89,531-3.70% | Reduce | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.21% | 0.24% | #132 | $127.7M | 1.9M | $109.4M | 1.7M | +162,128+9.50% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.03% | 0.04% | #249 | $126.8M | 1.9M | $117.0M | 1.8M | +45,852+2.50% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | 0.03% | 0.04% | #264 | $116.8M | 1.7M | $163.9M | 2.6M | -836,682-32.63% | Reduce | |
| Cetera Investment Advisers | 0.1% | 0.11% | #172 | $113.5M | 1.7M | $101.3M | 1.6M | +94,735+5.98% | Add | |
| AMERIPRISE FINANCIAL INC | 0.02% | 0.01% | #287 | $82.7M | 1.2M | $62.4M | 976,660 | +246,372+25.23% | Add | |
| OSAIC HOLDINGS, INC. | 0.09% | 0.18% | #183 | $75.7M | 1.1M | $120.7M | 1.9M | -769,640-40.73% | Reduce | |
| HighTower Advisors, LLC | 0.07% | 0.07% | #210 | $69.7M | 1.0M | $64.2M | 1.0M | +27,149+2.70% | Add | |
| UBS Group AG | 0.01% | 0.01% | #318 | $59.4M | 878,512 | $58.8M | 919,308 | -40,796-4.44% | Reduce | |
| Focus Partners Wealth | 0.06% | 0.06% | #219 | $55.7M | 824,518 | $49.9M | 780,654 | +43,864+5.62% | Add | |
| RWA WEALTH PARTNERS, LLC | 0.49% | 0.5% | #83 | $51.6M | 763,321 | $45.3M | 708,571 | +54,750+7.73% | Add | |
| Peterson Wealth Advisors, LLC | 5.85% | 6% | #6 | $49.5M | 732,936 | $45.1M | 706,317 | +26,619+3.77% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.06% | 0.07% | #217 | $47.0M | 694,764 | $47.9M | 749,393 | -54,629-7.29% | Reduce | |
| CGC Financial Services, LLC | 10.11% | 20.13% | #3 | $44.9M | 664,952 | $69.7M | 1.1M | -425,098-39.00% | Reduce | |
| Taylor Securities Services, Inc. | 16.63% | 20.74% | #1 | $40.9M | 605,044 | $44.4M | 695,057 | -90,013-12.95% | Reduce | |
| MML INVESTORS SERVICES, LLC | 0.08% | 0.08% | #197 | $37.5M | 554,895 | $29.4M | 459,978 | +94,917+20.64% | Add | |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 0.19% | 0.18% | #137 | $35.4M | 523,484 | $28.7M | 448,851 | +74,633+16.63% | Add | |
| ROYAL BANK OF CANADA | 0.01% | 0.01% | #332 | $34.2M | 505,473 | $32.7M | 511,303 | -5,830-1.14% | Reduce | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #347 | $34.1M | 505,952 | $34.4M | 543,744 | -37,792-6.95% | Reduce | |
| Cambridge Investment Research Advisors, Inc. | 0.08% | 0.07% | #199 | $33.1M | 489,423 | $26.0M | 407,144 | +82,279+20.21% | Add | |
| STIFEL FINANCIAL CORP | 0.02% | 0.03% | #272 | $29.3M | 433,529 | $27.9M | 437,084 | -3,555-0.81% | Reduce | |
| Private Advisor Group, LLC | 0.13% | 0.08% | #159 | $28.0M | 414,322 | $16.9M | 264,014 | +150,308+56.93% | Add | |
| PINNACLE ASSOCIATES LTD | 0.28% | 0.2% | #111 | $25.7M | 380,100 | $15.2M | 237,560 | +142,540+60.00% | Add | |
| Advisory Services Network, LLC | 0.28% | 0.27% | #110 | $25.1M | 372,150 | $20.2M | 316,622 | +55,528+17.54% | Add | |
| Brookstone Capital Management | 0.24% | 0.22% | #119 | $24.2M | 358,377 | $19.1M | 298,189 | +60,188+20.18% | Add | |
| Garrett Wealth Advisory Group, LLC | 3.2% | 3.32% | #13 | $20.8M | 308,308 | $18.7M | 292,018 | +16,290+5.58% | Add | |
| Joseph Group Capital Management | 4.37% | — | #8 | $20.8M | 307,601 | $0 | 0 | +307,601 | New Buy | |
| Pinnacle Wealth Management Advisory Group, LLC | 1.18% | — | #41 | $19.8M | 293,065 | $0 | 0 | +293,065 | New Buy | |
| Longview Financial Advisors LLC | 9.65% | 9.26% | #4 | $19.5M | 288,873 | $17.0M | 266,746 | +22,127+8.30% | Add | |
| Campbell Deegan Wealth Management, LLC | 12.92% | 13.55% | #2 | $18.7M | 277,002 | $16.9M | 264,937 | +12,065+4.55% | Add | |
| HTG Investment Advisors, Inc. | 4.63% | 4.76% | #7 | $18.0M | 267,027 | $16.7M | 261,547 | +5,480+2.10% | Add | |
| Carr Financial Group Corp | 4.1% | 4.21% | #9 | $17.8M | 263,768 | $16.0M | 249,734 | +14,034+5.62% | Add | |
| CENTRAL TRUST Co | 0.27% | 0.26% | #114 | $15.1M | 223,479 | $13.0M | 203,253 | +20,226+9.95% | Add | |
| Aspire Capital Advisors LLC | 2.7% | 2.9% | #18 | $13.9M | 205,341 | $12.9M | 201,832 | +3,509+1.74% | Add | |
| CARY STREET PARTNERS FINANCIAL LLC | 0.3% | 0.35% | #107 | $13.7M | 202,248 | $14.2M | 222,792 | -20,544-9.22% | Reduce | |
| PATTEN & PATTEN INC/TN | 0.72% | 0.82% | #65 | $13.6M | 201,158 | $13.5M | 211,965 | -10,807-5.10% | Reduce | |
| SIGNATUREFD, LLC | 0.18% | 0.2% | #140 | $13.3M | 197,246 | $13.3M | 207,847 | -10,601-5.10% | Reduce | |
| WealthPlan Investment Management, LLC | 0.66% | 0.72% | #68 | $13.2M | 195,672 | $12.9M | 201,764 | -6,092-3.02% | Reduce | |
| NewEdge Advisors, LLC | 0.04% | 0.05% | #245 | $12.6M | 185,983 | $13.1M | 205,422 | -19,439-9.46% | Reduce | |
| Bluespring Wealth Management, LLC | 0.24% | — | #120 | $12.6M | 185,879 | $0 | 0 | +185,879 | New Buy | |
| Crewe Advisors LLC | 0.9% | 0.98% | #57 | $12.4M | 183,760 | $11.5M | 179,671 | +4,089+2.28% | Add | |
| Wick Capital Partners, LLC | 1.76% | 2.05% | #30 | $11.9M | 175,600 | $11.2M | 175,621 | -21-0.01% | Reduce | |
| Owl Creek Wealth Partners LLC | 3.44% | 3.8% | #12 | $11.8M | 173,970 | $10.7M | 166,834 | +7,136+4.28% | Add | |
| Avidian Wealth Enterprises, LLC | 0.33% | 0.34% | #103 | $11.8M | 173,900 | $10.9M | 169,904 | +3,996+2.35% | Add | |
| MAI Capital Management | 0.04% | 0.05% | #236 | $11.5M | 170,900 | $9.1M | 143,156 | +27,744+19.38% | Add | |
| Allegheny Financial Group | 1.21% | 1.01% | #40 | $11.4M | 169,329 | $7.5M | 117,678 | +51,651+43.89% | Add | |
| Avior Wealth Management, LLC | 0.32% | 0.31% | #104 | $11.0M | 172,428 | $11.0M | 172,428 | 00.00% | Unchanged |