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JPMorgan Hedged Equity Laddered Overlay ETF
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383 hedge funds and large institutions have $3.11B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2026 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 187 increasing their positions, 107 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 107

50% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 28

2% more funds holding

Funds holding: 374 → 383 (+9)

3% more capital invested

Capital invested by funds: $3.03B → $3.11B (+$76.1M)

1.19% less ownership

Funds ownership: 84.14% → 82.95% (-1.2%)

15% less funds holding in top 10

Funds holding in top 10: 27 → 23 (-4)

Holders
383
Holders Change
+9
Holders Change %
+2.41%
% of All Funds
4.72%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.28%
New
42
Increased
187
Reduced
107
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$45.7M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$43.5M
3
GWAG
Garrett Wealth Advisory Group
Texas
+$19.3M
4
LPL Financial
LPL Financial
California
+$17.8M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$17M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$20.9M
2
CPC
Consolidated Planning Corp
Georgia
-$20.3M
3
GI
Gradient Investments
Minnesota
-$15.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$13.9M
5
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$7.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
401
Pennsylvania Capital Management
Pennsylvania
– -$249K -3,741 Closed
SMC
402
Smith, Moore & Co
Missouri
– -$223K -3,351 Closed
IF
403
Intrua Financial
Texas
– -$221K -3,321 Closed
Northern Trust
404
Northern Trust
Illinois
– -$210K -3,155 Closed
RFP
405
Root Financial Partners
California
– -$79.7K -1,200 Closed
HFS
406
Hantz Financial Services
Michigan
– -$60K -906 Closed
ICM
407
Islay Capital Management
Texas
– -$19.9K -300 Closed
B
408
Bayban
Minnesota
– -$3.06K -46 Closed
TCM
409
Triumph Capital Management
Colorado
– -$1.4K -21 Closed
FCG
410
Financial Connections Group
California
– -$1K -19 Closed
RBC
411
Roble Belko & Company
Pennsylvania
– -$1K -13 Closed
13 14 15 16
17