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JPMorgan Hedged Equity Laddered Overlay ETF
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Overview Fund Activity

295 hedge funds and large institutions have $2.28B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+22
Holders Change %
+8.06%
% of All Funds
4.01%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.39%
New
47
Increased
176
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$80.2M
2
LPL Financial
LPL Financial
California
$117M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$134M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$90.5M
5
Osaic Holdings
Osaic Holdings
Arizona
$178M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$24.2M
2
SWP
Sagespring Wealth Partners
Tennessee
$310K
3
GI
Gradient Investments
Minnesota
$46.7M
4
DWM
Dynasty Wealth Management
Florida
$37.9M
5
LWL
Leo Wealth LLC
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
S
26
SignatureFD
Georgia
$21.5M +$8.07M +135,152 +60%
HIP
27
HUB Investment Partners
Texas
$18.7M +$11.4M +191,029 +156%
PP
28
Patten & Patten
Tennessee
$16.5M +$1.21M +20,270 +8%
CTC
29
Central Trust Company
Missouri
$16.4M -$740K -12,405 -4%
CSP
30
Cary Street Partners
Virginia
$15.2M +$2.03M +34,055 +15%
VPP
31
Vertex Planning Partners
Illinois
$15.1M +$841K +14,088 +6%
SC
32
SouthState Corp
Florida
$14.7M +$13.7M +229,425 +1,414%
Mariner
33
Mariner
Kansas
$14.6M +$510K +8,546 +4%
MWM
34
Modern Wealth Management
Kansas
$14.5M +$264K +4,427 +2%
SWM
35
SK Wealth Management
Rhode Island
$14.4M -$1.64M -28,410 -10%
PAG
36
Private Advisor Group
New Jersey
$14.2M +$2.09M +35,016 +17%
Stifel Financial
37
Stifel Financial
Missouri
$13.9M +$11.1M +185,980 +394%
HIA
38
HTG Investment Advisors
Connecticut
$13.2M +$12.3M +206,599 +1,376%
CW
39
CreativeOne Wealth
Kansas
$12.9M +$2.79M +46,764 +28%
RWA
40
Redhawk Wealth Advisors
Minnesota
$12M +$315K +5,279 +3%
LAMC
41
Longview Asset Management (California)
California
$11.6M +$727K +12,180 +7%
SA
42
Skyline Advisors
Washington
$11.2M +$82.6K +1,384 +0.7%
CPA
43
Capital Planning Advisors
California
$10.9M +$822K +13,775 +8%
VWA
44
Visionary Wealth Advisors
Illinois
$10.9M +$944K +15,825 +9%
ACA
45
Aspire Capital Advisors
Washington
$10.8M +$2.12M +35,498 +24%
WP
46
WealthPLAN Partners
Nebraska
$10.2M +$591K +9,899 +6%
PJWM
47
Philip James Wealth Mangement
Georgia
$10.2M +$253K +4,236 +3%
AWM
48
Avaii Wealth Management
Wisconsin
$9.89M +$9.89M +165,733 New
KPWS
49
Kestra Private Wealth Services
Texas
$9.47M +$1.03M +17,249 +12%
WA
50
Waverly Advisors
Alabama
$8.97M +$161K +2,695 +2%
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