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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 %
AG
276
AmeriFlex Group
Nevada
$18.3K +$18.3K +307 New
ACA
277
Aptus Capital Advisors
Alabama
$16.9K -$4.71K -79 -22%
Morgan Stanley
278
Morgan Stanley
New York
$14.1K +$14.1K +236 New
AWM
279
Accredited Wealth Management
Kentucky
$10.4K
BFS
280
Burkett Financial Services
South Carolina
$4.7K
Bessemer Group
281
Bessemer Group
New Jersey
$4K +$4K +65 New
Fidelity Investments
282
Fidelity Investments
Massachusetts
$3.94K
AC
283
AlphaCore Capital
California
$3.56K +$3.56K +60 New
HC
284
Hurley Capital
New York
$2.51K +$2.51K +42 New
CA
285
Continuum Advisory
Idaho
$1.97K
MAM
286
Morse Asset Management
Connecticut
$1.5K
Bank of Montreal
287
Bank of Montreal
Ontario, Canada
$1.43K +$1.43K +24 New
EWA
288
EverSource Wealth Advisors
Alabama
$1.13K
RBC
289
Roble Belko & Company
Pennsylvania
$1K +$1K +13 New
DFA
290
DHJJ Financial Advisors
Illinois
$896
NRG
291
Nemes Rush Group
Michigan
$776 +$776 +13 New
CPG
292
Cornerstone Planning Group
New Jersey
$701 +$701 +12 New
T
293
Tidemark
California
$477 -$2.45K -41 -84%
B
294
Birchbrook
Maine
$300
AF
295
Allworth Financial
California
$59
LWL
296
Leo Wealth LLC
Texas
-$15.7M -252,620 Closed
OIA
297
OneDigital Investment Advisors
Kansas
-$4.66M -75,125 Closed
3AM
298
3EDGE Asset Management
Florida
-$3.35M -54,032 Closed
Renaissance Technologies
299
Renaissance Technologies
New York
-$2.63M -42,456 Closed
UW
300
Unique Wealth
Florida
-$2.42M -38,980 Closed