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JPMorgan Hedged Equity Laddered Overlay ETF
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Overview Fund Activity

320 hedge funds and large institutions have $2.75B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 147 increasing their positions, 97 reducing their positions, and 21 closing their positions.

Holders
320
Holders Change
+25
Holders Change %
+8.47%
% of All Funds
4.3%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.3%
New
54
Increased
147
Reduced
97
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$93.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$113M
3
RWP
3
RWA Wealth Partners
Massachusetts
$54.7M
4
LPL Financial
4
LPL Financial
California
$150M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$76.9M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$157M
2
NEWAS
2
N.E.W. Advisory Services
Wisconsin
$2.72M
3
VPP
3
Vertex Planning Partners
Illinois
$0
4
MWM
4
Modern Wealth Management
Kansas
$813K
5
UBS Group
5
UBS Group
Switzerland
$36.3M
Name Market Value Shares Shares
Change 		Shares
Change %
OWA
76
Oak Wealth Advisors
Illinois
$6.23M 99,614 -3,901 -4%
OC
77
Oppenheimer & Co
New York
$6.13M 97,960 +16,493 +20%
MIA
78
Milestone Investment Advisors
Wisconsin
$5.98M 95,587 -2,772 -3%
BCI
79
Brinker Capital Investments
Pennsylvania
$5.55M 88,760 +3,922 +5%
EWM
80
Echo Wealth Management
Minnesota
$5.27M 84,270 +14,024 +20%
PWM
81
Palumbo Wealth Management
New York
$5.26M 83,999 +7,505 +10%
EH
82
Equitable Holdings
New York
$5.17M 82,689 +3,276 +4%
BFS
83
Bradley Foster & Sargent
Connecticut
$4.99M 79,662 +79,662 New
AF
84
Apexium Financial
Texas
$4.91M 78,491 +42,836 +120%
FA
85
Fiduciary Alliance
South Carolina
$4.89M 78,131 -612 -0.8%
PPC
86
Park Place Capital
Alabama
$4.76M 76,084 +32,299 +74%
P
87
&Partners
Tennessee
$4.58M 73,108 +56,308 +335%
NA
88
NewEdge Advisors
Louisiana
$4.57M 73,096 +23,263 +47%
BPA
89
Beacon Pointe Advisors
California
$4.46M 71,269 +2,564 +4%
PSCM
90
Per Stirling Capital Management
Texas
$4.41M 70,515 +734 +1%
Jane Street
91
Jane Street
New York
$4.38M 70,028 -10,768 -13%
OHWP
92
Oak Harbor Wealth Partners
North Carolina
$4.27M 68,279 +5,444 +9%
PWM
93
Perigon Wealth Management
California
$4.22M 67,367 +1,392 +2%
GAM
94
Gotham Asset Management
New York
$4.15M 66,319 – –
CCFM
95
Clear Creek Financial Management
Washington
$4.14M 66,231 +916 +1%
HIA
96
Harbor Investment Advisory
Maryland
$4.05M 64,725 +1,814 +3%
AAS
97
Avantax Advisory Services
Texas
$4.02M 64,210 -1,731 -3%
FMP
98
Financial Management Professionals
Texas
$3.96M 63,306 -1,419 -2%
M1FG
99
Mach-1 Financial Group
Arkansas
$3.95M 63,118 +5,007 +9%
RB
100
Renasant Bank
Mississippi
$3.88M 61,949 -1,079 -2%
2 3
4
5 6