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JPMorgan Hedged Equity Laddered Overlay ETF

273 hedge funds and large institutions have $2.03B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 141 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
273
Holders Change
+67
Holders Change %
+32.52%
% of All Funds
3.64%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.28%
New
84
Increased
141
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LC
26
Legacy CG
Texas
$17M +$16.6M +267,227 +4,463%
PP
27
Patten & Patten
Tennessee
$15.9M +$1.29M +20,802 +9%
LWL
28
Leo Wealth LLC
Texas
$15.7M +$1.02M +16,436 +7%
MWM
29
Modern Wealth Management
Kansas
$14.8M +$14.8M +239,203 New
VPP
30
Vertex Planning Partners
Illinois
$14.8M +$14.8M +238,146 New
Mariner
31
Mariner
Kansas
$14.7M +$1.24M +20,065 +9%
S
32
SignatureFD
Georgia
$14M +$8.43M +135,937 +152%
CSP
33
Cary Street Partners
Virginia
$13.7M +$13.7M +220,721 New
WIM
34
WealthPlan Investment Management
Nebraska
$13.4M +$6.25M +100,755 +87%
PCMC
35
Private Capital Management (Colorado)
Colorado
$13.1M -$370K -5,962 -3%
SWM
36
Sugarloaf Wealth Management
Georgia
$12.9M +$1.03M +16,655 +9%
PAG
37
Private Advisor Group
New Jersey
$12.6M +$5.06M +81,566 +67%
RWA
38
Redhawk Wealth Advisors
Minnesota
$12.1M +$702K +11,323 +6%
SA
39
Skyline Advisors
Washington
$11.5M +$11.5M +185,676 New
LAMC
40
Longview Asset Management (California)
California
$11.3M +$11.3M +181,497 New
NEWAS
41
N.E.W. Advisory Services
Wisconsin
$10.7M +$10.7M +172,140 New
CW
42
CreativeOne Wealth
Kansas
$10.5M +$3.41M +54,939 +48%
CPA
43
Capital Planning Advisors
California
$10.5M +$3.09M +49,826 +42%
VWA
44
Visionary Wealth Advisors
Illinois
$10.3M +$3.07M +49,505 +42%
PJWM
45
Philip James Wealth Mangement
Georgia
$10.3M +$95.5K +1,539 +0.9%
WP
46
WealthPLAN Partners
Nebraska
$9.97M -$442K -7,131 -4%
DWP
47
Daymark Wealth Partners
Ohio
$9.49M -$2.14M -34,520 -18%
WA
48
Waverly Advisors
Alabama
$9.16M +$9.16M +147,634 New
ACA
49
Aspire Capital Advisors
Washington
$9.02M +$260K +4,185 +3%
KPWS
50
Kestra Private Wealth Services
Texas
$8.77M +$5.62M +90,585 +178%