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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 %
ACA
251
Aptus Capital Advisors
Alabama
$22.6K +$14.8K +238 +190%
FNWA
252
Financial Network Wealth Advisors
Utah
$22.1K +$22.1K +357 New
CFGS
253
Concourse Financial Group Securities
Alabama
$20.6K +$5.5K +87 +36%
NWWA
254
New Wave Wealth Advisors
Arkansas
$18.1K +$18.1K +291 New
CA
255
CoreCap Advisors
Michigan
$15.6K +$15.6K +251 New
KIM
256
Kestra Investment Management
Texas
$14.7K +$14.7K +237 New
AWM
257
Accredited Wealth Management
Kentucky
$10.9K +$10.9K +175 New
Wells Fargo
258
Wells Fargo
California
$5.58K +$5.58K +90 New
GWM
259
Geneos Wealth Management
Colorado
$5.21K +$5.21K +84 New
Jones Financial Companies
260
Jones Financial Companies
Missouri
$5.03K +$5.03K +81 New
BFS
261
Burkett Financial Services
South Carolina
$4.88K +$62 +1 +1%
Fidelity Investments
262
Fidelity Investments
Massachusetts
$4.1K +$4.1K +66 New
T
263
Transce3nd
Texas
$3.72K +$3.72K +60 New
AF
264
Advisornet Financial
Minnesota
$3.11K +$3.11K +50 New
T
265
Tidemark
California
$3.05K
CA
266
Continuum Advisory
Idaho
$2.05K -$744 -12 -27%
HBW
267
Hazlett, Burt & Watson
West Virginia
$2K +$2K +34 New
MAM
268
Morse Asset Management
Connecticut
$1.56K
EWA
269
EverSource Wealth Advisors
Alabama
$1.18K
DFA
270
DHJJ Financial Advisors
Illinois
$931
B
271
Birchbrook
Maine
$312
NS
272
NBC Securities
Alabama
$277 -$253K -3,649 -100%
AF
273
Allworth Financial
California
$64
TW
274
Transform Wealth
Colorado
-$11.8M -193,445 Closed
AI
275
Atria Investments
North Carolina
-$9.57M -156,567 Closed