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JPMorgan Hedged Equity Laddered Overlay ETF

320 hedge funds and large institutions have $2.75B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 147 increasing their positions, 97 reducing their positions, and 21 closing their positions.

Holders
320
Holders Change
+25
Holders Change %
+8.47%
% of All Funds
4.3%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.3%
New
54
Increased
147
Reduced
97
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$161M 2,566,323 +324,692 +14%
Osaic Holdings
2
Osaic Holdings
Arizona
$157M 2,520,468 -456,277 -15%
LPL Financial
3
LPL Financial
California
$150M 2,392,954 +434,200 +22%
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$135M 2,163,590 +268,943 +14%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$113M 1,813,641 +1,352,940 +294%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$112M 1,777,086 +373,033 +27%
Bank of America
7
Bank of America
North Carolina
$105M 1,677,251 +334,184 +25%
Raymond James Financial
8
Raymond James Financial
Florida
$99.6M 1,591,028 +140,094 +10%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$93.7M 1,498,016 +1,498,016 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$88.6M 1,415,651 -100,311 -7%
HighTower Advisors
11
HighTower Advisors
Illinois
$76.9M 1,229,193 +412,361 +50%
CFS
12
CGC Financial Services
Oregon
$67M 1,071,012 +15,645 +1%
Legacy Financial Group (Iowa)
13
Legacy Financial Group (Iowa)
Iowa
$61.1M 976,253 +60,450 +7%
RWP
14
RWA Wealth Partners
Massachusetts
$54.7M 873,399 +873,399 New
GI
15
Gradient Investments
Minnesota
$49.2M 786,491 +3,831 +0.5%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$43.5M 694,694 +23,086 +3%
DWM
17
Dynasty Wealth Management
Florida
$37.1M 593,021 -41,963 -7%
PWA
18
Peterson Wealth Advisors
Utah
$36.9M 589,884 +11,289 +2%
UBS Group
19
UBS Group
Switzerland
$36.3M 579,638 -207,159 -26%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$35.5M 567,530 -25,051 -4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$30.3M 484,487 -30,313 -6%
MML Investors Services
22
MML Investors Services
Massachusetts
$28.6M 456,905 +28,862 +7%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$26.7M 425,936 +20,827 +5%
Mariner
24
Mariner
Kansas
$22.4M 358,332 +113,348 +46%
HIP
25
HUB Investment Partners
Texas
$20M 319,356 +5,721 +2%