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JPMorgan Hedged Equity Laddered Overlay ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$36.7M
2
CFS
2
CGC Financial Services
Oregon
$60.3M
3
GI
3
Gradient Investments
Minnesota
$68.7M
4
CPC
4
Consolidated Planning Corp
Georgia
$22.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$27.4M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$20M
2
Jane Street
2
Jane Street
New York
$4.73M
3
AC
3
Avestar Capital
New York
$0
4
CW
4
CreativeOne Wealth
Kansas
$246K
5
GS
5
GTS Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PF
51
Penney Financial
Texas
$2.89M +$394K +6,734 +16%
EWM
52
Echo Wealth Management
Minnesota
$2.83M +$667K +11,389 +31%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$2.81M +$81.5K +1,391 +3%
LWM
54
Lionsbridge Wealth Management
Florida
$2.69M +$1.61M +27,499 +150%
CSPAM
55
Cary Street Partners Asset Management
Virginia
$2.68M +$2.06M +35,167 +331%
HIA
56
Harbor Investment Advisory
Maryland
$2.53M +$1.06M +18,131 +72%
Mariner
57
Mariner
Kansas
$2.5M +$43.5K +742 +2%
CAS
58
Coppell Advisory Solutions
Texas
$2.42M +$2.42M +41,320 New
MFS
59
Mattson Financial Services
Michigan
$2.41M +$2.41M +41,084 New
SPA
60
Shore Point Advisors
New Jersey
$2.4M +$20K +342 +0.8%
Focus Partners Wealth
61
Focus Partners Wealth
Massachusetts
$2.39M +$2.39M +40,835 New
KPWS
62
Kestra Private Wealth Services
Texas
$2.36M +$1.6M +27,271 +209%
FMP
63
Financial Management Professionals
Texas
$2.33M +$1.84M +31,491 +379%
PAG
64
Private Advisor Group
New Jersey
$2.31M +$2.31M +39,492 New
BCM
65
Brookstone Capital Management
Illinois
$2.31M +$901K +15,253 +64%
TC
66
TownSquare Capital
Utah
$2.19M +$202K +3,457 +10%
OMC
67
Old Mission Capital
Illinois
$2.19M +$910K +15,541 +71%
CA
68
Crewe Advisors
Utah
$1.68M +$1.68M +28,697 New
DP
69
Denver PWM
Colorado
$1.6M +$1.6M +27,237 New
KIG
70
Kennedy Investment Group
New Jersey
$1.43M +$1.43M +24,483 New
TFS
71
Thoroughbred Financial Services
Tennessee
$1.26M +$325K +5,550 +35%
OHWP
72
Oak Harbor Wealth Partners
North Carolina
$1.13M +$1.13M +19,233 New
CF
73
Convergence Financial
Missouri
$1.09M +$1.09M +18,551 New
CIA
74
Concurrent Investment Advisors
Florida
$1.04M +$410K +7,000 +65%
CFG
75
Cooper Financial Group
California
$967K +$491K +8,391 +103%
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