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JPMorgan Hedged Equity Laddered Overlay ETF

322 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, 148 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$93.7M
2 +$84.7M
3 +$54.7M
4
LPL Financial
LPL Financial
California
+$27.2M
5
HighTower Advisors
HighTower Advisors
Illinois
+$25.8M

Top Sellers

1 -$28.5M
2 -$20.7M
3 -$15.1M
4
MWM
Modern Wealth Management
Kansas
-$14.4M
5
UBS Group
UBS Group
Switzerland
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
CPL
226
CAP Partners LLC
Tennessee
$508K
PWP
227
Private Wealth Partners
California
$501K
SAG
228
SageView Advisory Group
California
$492K
GRP
229
Global Retirement Partners
California
$482K
PTC
230
Private Trust Company
Ohio
$481K
GSWM
231
Golden State Wealth Management
California
$481K
AWA
232
Arkadios Wealth Advisors
Georgia
$471K
SG
233
StoneX Group
New York
$469K
AWP
234
Axis Wealth Partners
Rhode Island
$468K
AA
235
Ancora Advisors
Ohio
$468K
CFP
236
Comprehensive Financial Planning
Pennsylvania
$457K
RFA
237
Resurgent Financial Advisors
Georgia
$454K
PIWA
238
Prevail Innovative Wealth Advisors
Kansas
$453K
MP
239
McDonald Partners
Ohio
$438K
MCIA
240
Mountain Capital Investment Advisors
Colorado
$437K
AF
241
Advisornet Financial
Minnesota
$434K
BOM
242
Bank of Marin
California
$426K
IP
243
Ignite Planners
California
$406K
GFA
244
Gallagher Fiduciary Advisors
Illinois
$403K
SMC
245
Smith, Moore & Co
Missouri
$395K
BWM
246
BCGM Wealth Management
Indiana
$389K
AIA
247
Arbor Investment Advisors
North Carolina
$384K
CPRC
248
Consolidated Portfolio Review Corp
New York
$383K
BRWA
249
B. Riley Wealth Advisors
Florida
$369K
MGWM
250
Marks Group Wealth Management
Minnesota
$365K