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JPMorgan Hedged Equity Laddered Overlay ETF
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Overview Fund Activity

320 hedge funds and large institutions have $2.75B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 147 increasing their positions, 97 reducing their positions, and 21 closing their positions.

Holders
320
Holders Change
+25
Holders Change %
+8.47%
% of All Funds
4.3%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.3%
New
54
Increased
147
Reduced
97
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$93.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$113M
3
RWP
3
RWA Wealth Partners
Massachusetts
$54.7M
4
LPL Financial
4
LPL Financial
California
$150M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$76.9M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$157M
2
NEWAS
2
N.E.W. Advisory Services
Wisconsin
$2.72M
3
VPP
3
Vertex Planning Partners
Illinois
$0
4
MWM
4
Modern Wealth Management
Kansas
$813K
5
UBS Group
5
UBS Group
Switzerland
$36.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
51
Avior Wealth Management
Nebraska
$10.6M 169,089 +169,089 New
SA
52
Skyline Advisors
Washington
$10.3M 165,017 -22,043 -12%
KPWS
53
Kestra Private Wealth Services
Texas
$9.8M 156,661 -2,027 -1%
FHA
54
Flagship Harbor Advisors
Massachusetts
$9.49M 151,593 +88,934 +142%
DWP
55
Daymark Wealth Partners
Ohio
$9.3M 148,616 +1,416 +1%
CAG
56
Curtis Advisory Group
California
$8.95M 143,055 +8,450 +6%
UWM
57
USAdvisors Wealth Management
Minnesota
$8.95M 143,068 +28,719 +25%
WA
58
Waverly Advisors
Alabama
$8.81M 140,702 -9,627 -6%
AWM
59
Avaii Wealth Management
Wisconsin
$8.71M 139,224 -26,509 -16%
AA
60
Aire Advisors
California
$8.53M 136,356 +9,946 +8%
LWA
61
Lifelong Wealth Advisors
Minnesota
$8.51M 135,947 +135,947 New
CA
62
Crewe Advisors
Utah
$8.31M 132,739 +132,739 New
RWA
63
Redhawk Wealth Advisors
Minnesota
$8.12M 129,683 -70,916 -35%
BCM
64
Brookstone Capital Management
Illinois
$7.75M 123,919 -3,227 -3%
HFS
65
Hughes Financial Services
Virginia
$7.45M 117,767 +8,660 +8%
APCM
66
Alaska Permanent Capital Management
Alaska
$7.27M 116,202 +116,202 New
OMC
67
Old Mission Capital
Illinois
$7.18M 114,697 +71,668 +167%
Envestnet Portfolio Solutions
68
Envestnet Portfolio Solutions
Illinois
$7.08M 113,119 +16,673 +17%
WP
69
WealthPLAN Partners
Nebraska
$7.08M 113,065 -57,463 -34%
OFS
70
Orrstown Financial Services
Pennsylvania
$7.06M 112,858 +9,322 +9%
PS
71
Planned Solutions
California
$6.61M 105,657 +6,371 +6%
PWP
72
PrairieView Wealth Partners
Illinois
$6.61M 105,617 -9,452 -8%
TSWM
73
Tyler-Stone Wealth Management
Ohio
$6.48M 103,617 +11,508 +12%
MA
74
MONECO Advisors
Connecticut
$6.43M 102,675 +73,451 +251%
CFG
75
Cooper Financial Group
California
$6.32M 101,052 -9,128 -8%
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