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JPMorgan Hedged Equity Laddered Overlay ETF

151 hedge funds and large institutions have $695M invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 72 increasing their positions, 8 reducing their positions, and 8 closing their positions.

Holders
151
Holders Change
+52
Holders Change %
+52.53%
% of All Funds
2.2%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
64
Increased
72
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSPIA
26
Cary Street Partners Investment Advisory
Virginia
$7.27M +$2.06M +35,180 +40%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$6.99M +$6.99M +119,296 New
HIP
28
HUB Investment Partners
Texas
$6.29M +$1.44M +24,575 +30%
LWL
29
Leo Wealth LLC
Texas
$6.1M +$6.1M +104,102 New
CAG
30
Curtis Advisory Group
California
$5.48M +$3.04M +51,865 +125%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$5.32M +$3.05M +52,002 +134%
OFS
32
Orrstown Financial Services
Pennsylvania
$5.3M +$487K +8,317 +10%
AA
33
Aire Advisors
California
$4.83M +$4.83M +79,521 New
RJA
34
Raymond James & Associates
Florida
$4.8M +$4.8M +81,998 New
PVI
35
Pine Valley Investments
New Jersey
$4.77M +$916K +15,643 +24%
Jane Street
36
Jane Street
New York
$4.73M -$4.23M -72,281 -47%
OPS
37
Orion Portfolio Solutions
Nebraska
$4.63M +$160K +2,726 +4%
BCI
38
Brinker Capital Investments
Pennsylvania
$4.63M +$160K +2,726 +4%
CPA
39
Capital Planning Advisors
California
$4.53M +$2.41M +41,149 +113%
BFA
40
Brown Financial Advisors
Ohio
$4.45M +$4.45M +75,993 New
VWA
41
Visionary Wealth Advisors
Illinois
$4.16M +$615K +10,510 +17%
MIA
42
Milestone Investment Advisors
Wisconsin
$3.85M +$3.62M +61,763 +1,567%
RB
43
Renasant Bank
Mississippi
$3.84M +$3.84M +65,649 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$3.83M +$2.95M +50,413 +335%
PPC
45
Park Place Capital
Alabama
$3.47M +$3.47M +59,321 New
AAS
46
Ameritas Advisory Services
Nebraska
$3.4M +$1.68M +28,688 +97%
FA
47
Fiduciary Alliance
South Carolina
$3.33M +$836K +14,230 +34%
Legacy Financial Group (Iowa)
48
Legacy Financial Group (Iowa)
Iowa
$3.19M +$831K +14,182 +35%
M1FG
49
Mach-1 Financial Group
Arkansas
$3.11M +$273K +4,649 +10%
ASN
50
Advisory Services Network
Georgia
$3M +$3M +51,157 New