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JPMorgan Hedged Equity Laddered Overlay ETF

273 hedge funds and large institutions have $2.03B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 141 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
273
Holders Change
+67
Holders Change %
+32.52%
% of All Funds
3.64%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.28%
New
84
Increased
141
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$8.06M 128,132 +18,513 +17%
HIP
52
HUB Investment Partners
Texas
$7.61M 122,606 -2,920 -2%
CAG
53
Curtis Advisory Group
California
$7.56M 121,931 +10,014 +9%
PVI
54
Pine Valley Investments
New Jersey
$7.15M 115,310 +12,189 +12%
AA
55
Aire Advisors
California
$7.07M 113,945 +19,488 +21%
PWP
56
PrairieView Wealth Partners
Illinois
$6.93M 111,709 +1,804 +2%
AAS
57
Ameritas Advisory Services
Nebraska
$6.56M 105,687 +45,193 +75%
UWM
58
USAdvisors Wealth Management
Minnesota
$6.19M 99,849 +99,849 New
PS
59
Planned Solutions
California
$5.98M 96,445 +96,087 +26,840%
BCM
60
Brookstone Capital Management
Illinois
$5.97M 96,273 +49,841 +107%
CFG
61
Cooper Financial Group
California
$5.97M 96,191 +23,579 +32%
PCM
62
Pennsylvania Capital Management
Pennsylvania
$5.91M 95,233 +72,654 +322%
BFA
63
Brown Financial Advisors
Ohio
$5.88M 94,840 -34,522 -27%
MIA
64
Milestone Investment Advisors
Wisconsin
$5.85M 94,236 +19,429 +26%
PSCM
65
Per Stirling Capital Management
Texas
$5.84M 94,053 +3,202 +4%
BCI
66
Brinker Capital Investments
Pennsylvania
$5.74M 92,483 -3,691 -4%
OPS
67
Orion Portfolio Solutions
Nebraska
$5.74M 92,483 -3,691 -4%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$5.61M 90,496 +12,740 +16%
MFS
69
Mattson Financial Services
Michigan
$5.44M 88,919 +48,096 +118%
OFS
70
Orrstown Financial Services
Pennsylvania
$5.43M 87,519 +396 +0.5%
SC
71
Stephens Consulting
Michigan
$5.29M 85,271 +8,657 +11%
OWA
72
Oak Wealth Advisors
Illinois
$5.04M 81,314 +81,314 New
MSWA
73
Marshall & Sterling Wealth Advisors
New York
$4.77M 76,940 +76,940 New
LWM
74
Lionsbridge Wealth Management
Florida
$4.75M 76,632 +12,881 +20%
FA
75
Fiduciary Alliance
South Carolina
$4.67M 75,207 +5,862 +8%