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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
WA
251
WESPAC Advisors
California
$360K
IAG
252
Investment Advisory Group
Massachusetts
$359K
SAM
253
Smartleaf Asset Management
Massachusetts
$356K
AWA
254
Alaska Wealth Advisors
Alaska
$341K
PPW
255
Pasadena Private Wealth
California
$335K
CA
256
Clearstead Advisors
Ohio
$326K
SDWIA
257
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$325K
AC
258
AlphaCore Capital
California
$318K
OC
259
Oakworth Capital
Alabama
$313K
FPB
260
First PREMIER Bank
South Dakota
$306K
WKWM
261
Walter & Keenan Wealth Management
Indiana
$302K
EFG
262
Ehrlich Financial Group
California
$298K
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$298K
ICM
264
IMS Capital Management
Oregon
$292K
MFG
265
Merit Financial Group
Georgia
$290K
LAM
266
Lewis Asset Management
California
$283K
RFA
267
Reyes Financial Architecture
California
$277K
SWP
268
Sagespring Wealth Partners
Tennessee
$272K
WC
269
Waterloo Capital
Texas
$261K
FA
270
Fortis Advisors
Pennsylvania
$257K
SF
271
Synovus Financial
Georgia
$257K
MA
272
Mutual Advisors
Nebraska
$257K
WA
273
Whipplewood Advisors
Colorado
$253K
Creative Planning
274
Creative Planning
Kansas
$249K
FIM
275
Freedom Investment Management
Connecticut
$244K