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JPMorgan Hedged Equity Laddered Overlay ETF

99 hedge funds and large institutions have $323M invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 39 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
99
Holders Change
+49
Holders Change %
+98%
% of All Funds
1.44%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
51
Increased
39
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RFA
76
Resurgent Financial Advisors
Georgia
$232K 4,137 +2,035 +97%
TWM
77
Tradition Wealth Management
Minnesota
$231K 4,132 +4,132 New
CASC
78
Coppell Advisory Solutions Corp
Texas
$223K 3,990 +3,990 New
MIA
79
Milestone Investment Advisors
Wisconsin
$221K 3,942 +3,942 New
FIA
80
Foundations Investment Advisors
Arizona
$220K 3,932 +3,932 New
AAS
81
Avantax Advisory Services
Texas
$214K 3,815 +3,815 New
AA
82
Ancora Advisors
Ohio
$181K 3,231 +3,231 New
GRP
83
Global Retirement Partners
California
$103K 1,845 +1,215 +193%
CF
84
Centaurus Financial
California
$102K 1,820 +1,820 New
Comerica Bank
85
Comerica Bank
Texas
$95.3K 1,703 -1,608 -49%
UBS Group
86
UBS Group
Switzerland
$92.9K 1,660 +1,660 New
CAL
87
Capital Advisors Ltd
Ohio
$84K 1,507 +550 +57%
CPA
88
Clear Point Advisors
New York
$56.2K 1,005 +1 +0.1%
HI
89
Harbour Investments
Wisconsin
$42.1K 752 +752 New
CA
90
CoreCap Advisors
Michigan
$21K 375 +375 New
JWM
91
Janiczek Wealth Management
Colorado
$10.6K 190 +1 +0.5%
Bank of America
92
Bank of America
North Carolina
$10.4K 185 +185 New
ACA
93
Aptus Capital Advisors
Alabama
$7K 125 +125 New
BFS
94
Burkett Financial Services
South Carolina
$4.38K 78
Fidelity Investments
95
Fidelity Investments
Massachusetts
$3.92K 70 +47 +204%
PCMC
96
Planning Capital Management Corporation
Pennsylvania
$3.64K 65 +65 New
EWA
97
EverSource Wealth Advisors
Alabama
$1.05K 19 +19 New
DFA
98
DHJJ Financial Advisors
Illinois
$112 2
AF
99
Allworth Financial
California
$56 1
YAL
100
Your Advocates Ltd
Texas