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JPMorgan Hedged Equity Laddered Overlay ETF
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Overview Fund Activity

50 hedge funds and large institutions have $145M invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
50
Holders Change
+45
Holders Change %
+900%
% of All Funds
0.73%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
48
Increased
–
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$42.7M
2
CFS
2
CGC Financial Services
Oregon
$28.3M
3
PWA
3
Peterson Wealth Advisors
Utah
$14.7M
4
PSCM
4
Per Stirling Capital Management
Texas
$8.51M
5
PP
5
Patten & Patten
Tennessee
$4.44M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Jane Street
2
Jane Street
New York
$5.21M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$0
4
IP
4
Ignite Planners
California
$1.49M
5
AAS
5
Ameritas Advisory Services
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$638K 12,059 +12,059 New
KPWS
27
Kestra Private Wealth Services
Texas
$628K 11,872 +11,872 New
CAG
28
Curtis Advisory Group
California
$483K 9,132 +9,132 New
CSPAM
29
Cary Street Partners Asset Management
Virginia
$461K 8,710 +8,710 New
BOM
30
Bank of Marin
California
$435K 8,225 +8,225 New
BCG
31
Breakwater Capital Group
New Jersey
$416K 7,773 +7,773 New
CFG
32
Cooper Financial Group
California
$373K 7,054 +7,054 New
SFC
33
Sprinkle Financial Consultants
Colorado
$316K 5,983 +5,983 New
SWP
34
Summit Wealth Partners
Florida
$315K 5,951 +5,951 New
MWA
35
MN Wealth Advisors
Kansas
$313K 5,911 +5,911 New
PJWM
36
Philip James Wealth Mangement
Georgia
$308K 5,823 +5,823 New
DC
37
DeDora Capital
California
$299K 5,648 +5,648 New
BCM
38
Brookstone Capital Management
Illinois
$280K 5,290 +5,290 New
JWBC
39
John W. Brooker & Co
California
$259K 4,891 +4,891 New
CRWM
40
Castle Rock Wealth Management
California
$223K 4,247 +4,247 New
Comerica Bank
41
Comerica Bank
Texas
$175K 3,311 +3,311 New
RFA
42
Resurgent Financial Advisors
Georgia
$111K 2,102 +2,102 New
CPA
43
Clear Point Advisors
New York
$53.1K 1,004 +1,004 New
CAL
44
Capital Advisors Ltd
Ohio
$51K 957 +957 New
GRP
45
Global Retirement Partners
California
$33.5K 630 +630 New
JWM
46
Janiczek Wealth Management
Colorado
$10K 189 +189 New
BFS
47
Burkett Financial Services
South Carolina
$4.13K 78 +78 New
Fidelity Investments
48
Fidelity Investments
Massachusetts
$1.22K 23 +23 New
DFA
49
DHJJ Financial Advisors
Illinois
$106 2 +2 New
AF
50
Allworth Financial
California
$53 1 +1 New
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