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JPMorgan Hedged Equity Laddered Overlay ETF
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Overview Fund Activity

206 hedge funds and large institutions have $1.41B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 115 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+55
Holders Change %
+36.42%
% of All Funds
2.98%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.19%
New
64
Increased
115
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$147M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$85.2M
3
FMWA
3
Forvis Mazars Wealth Advisors
Missouri
$59.1M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$46.6M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$32.2M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$1.2M
2
PSCM
2
Per Stirling Capital Management
Texas
$5.55M
3
OMC
3
Old Mission Capital
Illinois
$0
4
CA
4
Crewe Advisors
Utah
$0
5
Jane Street
5
Jane Street
New York
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
51
Brinker Capital Investments
Pennsylvania
$5.88M +$1.05M +17,150 +22%
AA
52
Aire Advisors
California
$5.78M +$913K +14,936 +19%
PPC
53
Park Place Capital
Alabama
$5.64M +$2.02M +32,963 +56%
PSCM
54
Per Stirling Capital Management
Texas
$5.55M -$5.34M -87,282 -49%
S
55
SignatureFD
Georgia
$5.48M +$5.48M +89,622 New
OFS
56
Orrstown Financial Services
Pennsylvania
$5.33M -$210K -3,440 -4%
Legacy Financial Group (Iowa)
57
Legacy Financial Group (Iowa)
Iowa
$5.08M +$1.74M +28,540 +52%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$4.75M +$1.82M +29,776 +62%
SC
59
Stephens Consulting
Michigan
$4.68M +$4.63M +75,646 +7,815%
MIA
60
Milestone Investment Advisors
Wisconsin
$4.57M +$556K +9,102 +14%
CFG
61
Cooper Financial Group
California
$4.44M +$3.43M +56,099 +340%
CSPAM
62
Cary Street Partners Asset Management
Virginia
$4.35M +$1.55M +25,339 +55%
FA
63
Fiduciary Alliance
South Carolina
$4.24M +$778K +12,719 +22%
CWP
64
Cyndeo Wealth Partners
Florida
$4.09M +$4.09M +66,870 New
LWM
65
Lionsbridge Wealth Management
Florida
$3.9M +$1.09M +17,861 +39%
AAS
66
Ameritas Advisory Services
Nebraska
$3.7M +$144K +2,352 +4%
Jane Street
67
Jane Street
New York
$3.66M -$1.28M -20,876 -26%
M1FG
68
Mach-1 Financial Group
Arkansas
$3.47M +$232K +3,792 +7%
PF
69
Penney Financial
Texas
$3.36M +$338K +5,530 +11%
Renaissance Technologies
70
Renaissance Technologies
New York
$3.36M +$3.36M +54,900 New
HIA
71
Harbor Investment Advisory
Maryland
$3.28M +$634K +10,374 +24%
EWM
72
Echo Wealth Management
Minnesota
$3.2M +$239K +3,902 +8%
KPWS
73
Kestra Private Wealth Services
Texas
$3.11M +$644K +10,527 +26%
FHA
74
Flagship Harbor Advisors
Massachusetts
$3.07M +$3.07M +50,293 New
CA
75
Calton & Associates
Florida
$3.04M +$3.04M +49,785 New
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3
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