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JPMorgan Hedged Equity Laddered Overlay ETF
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Overview Fund Activity

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
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$93.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$113M
3
RWP
3
RWA Wealth Partners
Massachusetts
$54.7M
4
LPL Financial
4
LPL Financial
California
$150M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$76.9M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$157M
2
NEWAS
2
N.E.W. Advisory Services
Wisconsin
$2.72M
3
VPP
3
Vertex Planning Partners
Illinois
$0
4
MWM
4
Modern Wealth Management
Kansas
$813K
5
UBS Group
5
UBS Group
Switzerland
$36.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CPC
26
Consolidated Planning Corp
Georgia
$19.1M 305,906 -165,128 -35%
S
27
SignatureFD
Georgia
$18.8M 300,354 -60,357 -17%
GVAG
28
Great Valley Advisor Group
Delaware
$16.9M 270,280 +121,335 +81%
CSP
29
Cary Street Partners
Virginia
$16.8M 269,187 +14,411 +6%
LWL
30
Leo Wealth LLC
Texas
$16.8M 267,931 +267,931 New
Stifel Financial
31
Stifel Financial
Missouri
$16.5M 263,510 +30,305 +13%
LC
32
Legacy CG
Texas
$16.3M 259,826 -126,288 -33%
PP
33
Patten & Patten
Tennessee
$16.1M 257,719 -19,190 -7%
CFG
34
Carr Financial Group
Massachusetts
$16.1M 257,354 -117,325 -31%
PAG
35
Private Advisor Group
New Jersey
$16M 254,894 +17,418 +7%
HIA
36
HTG Investment Advisors
Connecticut
$15.2M 242,683 +21,073 +10%
SWM
37
SK Wealth Management
Rhode Island
$15.1M 239,643 -9,641 -4%
CW
38
CreativeOne Wealth
Kansas
$14.2M 226,122 +9,583 +4%
SC
39
SouthState Corp
Florida
$14M 223,759 -21,895 -9%
CTC
40
Central Trust Company
Missouri
$13.9M 222,442 -51,583 -19%
ASN
41
Advisory Services Network
Georgia
$13.6M 215,388 +98,634 +84%
LAMC
42
Longview Asset Management (California)
California
$13.1M 209,635 +15,958 +8%
WIM
43
WealthPlan Investment Management
Nebraska
$13M 208,109 +61,045 +42%
IPA
44
Investment Planning Advisors
Georgia
$12.7M 203,442 +203,442 New
CDWM
45
Campbell Deegan Wealth Management
Virginia
$11.9M 190,788 +79,080 +71%
CPA
46
Capital Planning Advisors
California
$11.9M 190,694 +8,000 +4%
VWA
47
Visionary Wealth Advisors
Illinois
$11.9M 189,967 +7,480 +4%
ACA
48
Aspire Capital Advisors
Washington
$11.8M 189,205 +8,295 +5%
UCFA
49
United Capital Financial Advisors
Texas
$11.4M 182,588 +64,666 +55%
PJWM
50
Philip James Wealth Mangement
Georgia
$10.7M 171,625 +1,160 +0.7%
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