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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 %
SO
301
Sierra Ocean
California
$31.1K 497 +144 +41%
OP
302
ORG Partners
Indiana
$29.6K 473 +473 New
AG
303
AmeriFlex Group
Nevada
$28.1K 451 +144 +47%
HBW
304
Hazlett, Burt & Watson
West Virginia
$27K 435
VFM
305
Vision Financial Markets
Connecticut
$25.5K 409 +1 +0.2%
CSPIA
306
Cary Street Partners Investment Advisory
Virginia
$25K 400
AF
307
Allworth Financial
California
$17.7K 283 +282 +28,200%
AWM
308
Accredited Wealth Management
Kentucky
$11K 175
UCB
309
United Community Bank
South Carolina
$11K 175 +175 New
US Bancorp
310
US Bancorp
Minnesota
$11K 175 +175 New
CF
311
Concorde Financial
Texas
$9.39K 150 +150 New
ACA
312
Aptus Capital Advisors
Alabama
$7.82K 125 -159 -56%
Fidelity Investments
313
Fidelity Investments
Massachusetts
$3.1K 49 -17 -26%
MAM
314
Morse Asset Management
Connecticut
$1.58K 25
EWA
315
EverSource Wealth Advisors
Alabama
$1.19K 19
RBC
316
Roble Belko & Company
Pennsylvania
$1K 13
DFA
317
DHJJ Financial Advisors
Illinois
$939 15
T
318
Tidemark
California
$501 8
CFD
319
Creative Financial Designs
Indiana
$438 7 +7 New
B
320
Birchbrook
Maine
$316 5
VPP
321
Vertex Planning Partners
Illinois
-252,234 Closed
TC
322
TownSquare Capital
Utah
-37,705 Closed
GPWM
323
Grant Private Wealth Management
California
-37,149 Closed
JWBC
324
John W. Brooker & Co
California
-21,787 Closed
IP
325
Integras Partners
Georgia
-16,078 Closed