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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 %
KPWS
51
Kestra Private Wealth Services
Texas
$731K 13,056 +1,184 +10%
CIA
52
Concurrent Investment Advisors
Florida
$605K 10,808 +10,808 New
CSPAM
53
Cary Street Partners Asset Management
Virginia
$595K 10,637 +1,927 +22%
GS
54
GTS Securities
New York
$583K 10,423 +10,423 New
BOM
55
Bank of Marin
California
$566K 10,115 +1,890 +23%
BFC
56
Bedel Financial Consulting
Indiana
$504K 9,004 +9,004 New
DC
57
DeDora Capital
California
$501K 8,945 +3,297 +58%
BCG
58
Breakwater Capital Group
New Jersey
$491K 8,779 +1,006 +13%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$491K 8,775 +8,775 New
FMP
60
Financial Management Professionals
Texas
$465K 8,302 +8,302 New
CFG
61
Cooper Financial Group
California
$455K 8,122 +1,068 +15%
SFC
62
Strategic Financial Concepts
Texas
$446K 7,977 +7,977 New
MWA
63
MN Wealth Advisors
Kansas
$410K 7,317 +1,406 +24%
JWBC
64
John W. Brooker & Co
California
$395K 7,060 +2,169 +44%
EP
65
Eudaimonia Partners
Tennessee
$386K 6,890 +6,890 New
SWP
66
Summit Wealth Partners
Florida
$368K 6,574 +623 +10%
SFC
67
Sprinkle Financial Consultants
Colorado
$335K 5,988 +5 +0.1%
LNC
68
Lincoln National Corp
Pennsylvania
$320K 5,721 +5,721 New
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$284K 5,076 +5,076 New
PCM
70
Pennsylvania Capital Management
Pennsylvania
$272K 4,860 +4,860 New
NCM
71
NCM Capital Management
New Jersey
$265K 4,733 +4,733 New
Citadel Advisors
72
Citadel Advisors
Florida
$249K 4,442 +4,442 New
ACG
73
Allen Capital Group
Nebraska
$248K 4,436 +4,436 New
CRWM
74
Castle Rock Wealth Management
California
$241K 4,397 +150 +4%
CPL
75
CAP Partners LLC
Tennessee
$239K 4,267 +4,267 New
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