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JPMorgan Hedged Equity Laddered Overlay ETF
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Overview Fund Activity

99 hedge funds and large institutions have $323M invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 39 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
99
Holders Change
+49
Holders Change %
+98%
% of All Funds
1.44%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
51
Increased
39
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$23.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$12.7M
3
CTC
3
Central Trust Company
Missouri
$10.6M
4
PWA
4
Peterson Wealth Advisors
Utah
$26.1M
5
SWM
5
Sugarloaf Wealth Management
Georgia
$9.41M

Top Sellers

1
AA
1
Argent Advisors
Louisiana
$0
2
AWM
2
AE Wealth Management
Kansas
$0
3
GI
3
Gradient Investments
Minnesota
$43.8M
4
IP
4
Ignite Planners
California
$822K
5
OMC
5
Old Mission Capital
Illinois
$1.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$2.61M 46,589 +46,589 New
PJWM
27
Philip James Wealth Mangement
Georgia
$2.6M 46,532 +40,709 +699%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.53M 45,144 +33,085 +274%
PF
29
Penney Financial
Texas
$2.39M 42,663 +22,309 +110%
FA
30
Fiduciary Alliance
South Carolina
$2.37M 42,396 +14,308 +51%
Mariner
31
Mariner
Kansas
$2.35M 41,989 +3,150 +8%
CAG
32
Curtis Advisory Group
California
$2.33M 41,650 +32,518 +356%
SPA
33
Shore Point Advisors
New Jersey
$2.28M 40,714 -1,032 -2%
Legacy Financial Group (Iowa)
34
Legacy Financial Group (Iowa)
Iowa
$2.25M 40,286 +40,286 New
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$2.18M 38,867 +38,867 New
ICG
36
InterOcean Capital Group
Tennessee
$2.13M 38,003 +11,639 +44%
EWM
37
Echo Wealth Management
Minnesota
$2.06M 36,878 +452 +1%
CPA
38
Capital Planning Advisors
California
$2.03M 36,262 +10,186 +39%
AC
39
Avestar Capital
New York
$1.99M 35,560 +35,560 New
TC
40
TownSquare Capital
Utah
$1.9M 33,959 -867 -2%
CW
41
CreativeOne Wealth
Kansas
$1.74M 30,996 +30,996 New
AAS
42
Ameritas Advisory Services
Nebraska
$1.63M 29,454 +29,454 New
HIA
43
Harbor Investment Advisory
Maryland
$1.41M 25,139 +25,139 New
BCM
44
Brookstone Capital Management
Illinois
$1.34M 23,895 +18,605 +352%
OMC
45
Old Mission Capital
Illinois
$1.22M 21,806 -5,644 -21%
LWM
46
Lionsbridge Wealth Management
Florida
$1.03M 18,391 +18,391 New
SFS
47
Sowell Financial Services
Arkansas
$961K 17,177 +17,177 New
TFS
48
Thoroughbred Financial Services
Tennessee
$890K 15,914 +15,914 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$843K 15,059 +15,059 New
IP
50
Ignite Planners
California
$822K 14,718 -13,538 -48%
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