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JPMorgan Hedged Equity Laddered Overlay ETF

295 hedge funds and large institutions have $2.28B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+22
Holders Change %
+8.06%
% of All Funds
4.01%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.39%
New
47
Increased
176
Reduced
51
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GVAG
51
Great Valley Advisor Group
Delaware
$8.89M +$6.57M +110,049 +283%
DWP
52
Daymark Wealth Partners
Ohio
$8.78M -$344K -5,766 -4%
WIM
53
WealthPlan Investment Management
Nebraska
$8.78M -$4.11M -68,926 -32%
CAG
54
Curtis Advisory Group
California
$8.03M +$756K +12,674 +10%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$7.71M -$348K -5,534 -4%
BCM
56
Brookstone Capital Management
Illinois
$7.59M +$1.84M +30,873 +32%
AA
57
Aire Advisors
California
$7.54M +$744K +12,465 +11%
UCFA
58
United Capital Financial Advisors
Texas
$7.04M +$6.28M +105,212 +828%
ASN
59
Advisory Services Network
Georgia
$6.97M +$2.96M +49,636 +74%
PWP
60
PrairieView Wealth Partners
Illinois
$6.87M +$201K +3,360 +3%
UWM
61
USAdvisors Wealth Management
Minnesota
$6.82M +$865K +14,500 +15%
CDWM
62
Campbell Deegan Wealth Management
Virginia
$6.67M +$2.72M +45,503 +69%
CFG
63
Cooper Financial Group
California
$6.58M +$835K +13,989 +15%
HFS
64
Hughes Financial Services
Virginia
$6.52M +$3.15M +52,723 +94%
OFS
65
Orrstown Financial Services
Pennsylvania
$6.18M +$956K +16,017 +18%
OWA
66
Oak Wealth Advisors
Illinois
$6.18M +$1.32M +22,201 +27%
PS
67
Planned Solutions
California
$5.93M +$170K +2,841 +3%
MIA
68
Milestone Investment Advisors
Wisconsin
$5.87M +$246K +4,123 +4%
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
$5.76M +$1.87M +31,371 +48%
TSWM
70
Tyler-Stone Wealth Management
Ohio
$5.5M +$1.99M +33,407 +57%
CAWM
71
Capital A Wealth Management
Pennsylvania
$5.32M +$5.32M +89,163 New
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$5.22M -$177K -2,962 -3%
BCI
73
Brinker Capital Investments
Pennsylvania
$5.06M -$456K -7,645 -8%
OPS
74
Orion Portfolio Solutions
Nebraska
$5.06M -$456K -7,645 -8%
AWS
75
Atria Wealth Solutions
New York
$4.98M +$1.96M +32,855 +65%