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JPMorgan Hedged Equity Laddered Overlay ETF

320 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, 147 increasing their positions, 97 reducing their positions, and 21 closing their positions.

Holders
320
Holders Change
+25
Holders Change %
+8.47%
% of All Funds
4.3%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.3%
New
54
Increased
147
Reduced
97
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AFP
276
Ausdal Financial Partners
Iowa
$239K 3,820 -32,370 -89%
MW
277
Maia Wealth
Colorado
$228K 3,637
PIA
278
Perennial Investment Advisors
California
$221K 3,530 +3,530 New
WCP
279
Wick Capital Partners
Pennsylvania
$213K 467 -18,607 -98%
CA
280
CoreCap Advisors
Michigan
$210K 3,349 +1,103 +49%
CA
281
Claro Advisors
Massachusetts
$207K 3,300 +3,300 New
FNWA
282
Financial Network Wealth Advisors
Utah
$196K 3,140 -852 -21%
CMA
283
Cedar Mountain Advisors
Oregon
$185K 2,955
MEG
284
Millstone Evans Group
Colorado
$144K 2,298 +2,298 New
CT
285
Clearstead Trust
Maine
$132K 2,111 +2,111 New
LWA
286
Lowe Wealth Advisors
Maryland
$131K 2,095
UIA
287
Ulland Investment Advisors
Minnesota
$130K 2,070 -1,300 -39%
Bank of Montreal
288
Bank of Montreal
Ontario, Canada
$119K 1,909 +1,885 +7,854%
CF
289
Centaurus Financial
California
$117K 1,870 -854 -31%
Morgan Stanley
290
Morgan Stanley
New York
$115K 1,842 +1,606 +681%
Wells Fargo
291
Wells Fargo
California
$99.8K 1,595 +1,245 +356%
AWM
292
AE Wealth Management
Kansas
$98.8K 1,579 -100 -6%
KFI
293
Key Financial Inc
Pennsylvania
$96.3K 1,539 +1,539 New
CAL
294
Capital Advisors Ltd
Ohio
$94K 1,507
HAP
295
Harbor Asset Planning
Massachusetts
$92.1K 1,472 +1,472 New
NS
296
NBC Securities
Alabama
$90K 1,440 -3,104 -68%
PA
297
Parallel Advisors
California
$74.7K 1,194 +694 +139%
SC
298
Stephens Consulting
Michigan
$66.1K 1,057 -3,329 -76%
AssetMark Inc
299
AssetMark Inc
California
$55.9K 893 +175 +24%
AW
300
Avion Wealth
Texas
$51K 819 +819 New