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JPMorgan Hedged Equity Laddered Overlay ETF

273 hedge funds and large institutions have $2.03B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 141 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
273
Holders Change
+67
Holders Change %
+32.52%
% of All Funds
3.64%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.28%
New
84
Increased
141
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
226
Paladin Advisory Group
Iowa
$270K +$38.2K +615 +16%
CFP
227
Comprehensive Financial Planning
Pennsylvania
$269K +$269K +4,338 New
GWA
228
Genesis Wealth Advisors
Massachusetts
$245K +$245K +3,947 New
NRC
229
New Republic Capital
North Carolina
$240K +$240K +3,870 New
ACS
230
Archford Capital Strategies
Illinois
$235K
CMA
231
Cedar Mountain Advisors
Oregon
$232K +$232K +3,746 New
OHIS
232
Oak Harvest Investment Services
Texas
$231K +$231K +3,720 New
MW
233
Maia Wealth
Colorado
$230K
MPW
234
Monterey Private Wealth
California
$227K +$227K +3,664 New
IA
235
IFP Advisors
Florida
$216K +$195K +3,146 +956%
CA
236
Claro Advisors
Massachusetts
$205K +$205K +3,300 New
IWC
237
Integrated Wealth Concepts
Massachusetts
$204K +$204K +3,294 New
WA
238
Whipplewood Advisors
Colorado
$175K +$175K +2,823 New
CF
239
Centaurus Financial
California
$169K
CAL
240
Capital Analysts LLC
Pennsylvania
$147K +$147K +2,374 New
SPIA
241
Steward Partners Investment Advisory
New York
$119K +$104K +1,670 +671%
GSWM
242
Golden State Wealth Management
California
$112K +$112K +1,810 New
LWA
243
Lowe Wealth Advisors
Maryland
$93.1K +$41.9K +675 +82%
CAL
244
Capital Advisors Ltd
Ohio
$93K
AWM
245
AE Wealth Management
Kansas
$68.4K +$68.4K +1,103 New
CSPIA
246
Cary Street Partners Investment Advisory
Virginia
$55.6K -$9.84M -158,615 -99%
AssetMark Inc
247
AssetMark Inc
California
$44.5K +$44.5K +718 New
HI
248
Harbour Investments
Wisconsin
$40.1K +$12.8K +206 +47%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$37.3K +$37.3K +602 New
FPB
250
First PREMIER Bank
South Dakota
$31K +$9.3K +150 +43%