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JPMorgan Hedged Equity Laddered Overlay ETF

295 hedge funds and large institutions have $2.28B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+22
Holders Change %
+8.06%
% of All Funds
4.01%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.39%
New
47
Increased
176
Reduced
51
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OC
226
Oakworth Capital
Alabama
$378K +$378K +6,338 New
AWP
227
Axis Wealth Partners
Rhode Island
$373K +$38.1K +639 +11%
BWM
228
BCGM Wealth Management
Indiana
$364K +$15.9K +267 +5%
CPRC
229
Consolidated Portfolio Review Corp
New York
$353K +$51.6K +864 +17%
PWMAG
230
Pinnacle Wealth Management Advisory Group
New Jersey
$346K +$346K +5,790 New
ACM
231
Allred Capital Management
Texas
$342K -$29.8K -499 -8%
Truist Financial
232
Truist Financial
North Carolina
$338K -$836 -14 -0.2%
WA
233
WESPAC Advisors
California
$331K -$17.8K -299 -5%
MWP
234
Madison Wealth Partners
Wisconsin
$330K +$47.9K +803 +17%
SDWIA
235
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$322K +$322K +5,387 New
SWP
236
Sagespring Wealth Partners
Tennessee
$310K -$56.5M -945,951 -99%
BOM
237
Bank of Marin
California
$308K -$182K -3,043 -37%
WKWM
238
Walter & Keenan Wealth Management
Indiana
$288K
AF
239
Advisornet Financial
Minnesota
$282K +$279K +4,673 +9,346%
AIA
240
Arbor Investment Advisors
North Carolina
$281K +$281K +4,707 New
CRWM
241
Castle Rock Wealth Management
California
$274K +$1.43K +24 +0.5%
NS
242
NBC Securities
Alabama
$271K +$271K +4,540 +113,500%
SC
243
Stephens Consulting
Michigan
$262K -$4.83M -80,885 -95%
VA
244
Valmark Advisers
Ohio
$260K +$260K +4,363 New
FA
245
Fortis Advisors
Pennsylvania
$245K +$245K +4,101 New
Creative Planning
246
Creative Planning
Kansas
$243K +$243K +4,067 New
FNWA
247
Financial Network Wealth Advisors
Utah
$238K +$217K +3,635 +1,018%
NRC
248
New Republic Capital
North Carolina
$231K
EFG
249
Ehrlich Financial Group
California
$224K +$224K +3,752 New
PPW
250
Pasadena Private Wealth
California
$224K +$224K +3,750 New