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JPMorgan Hedged Equity Laddered Overlay ETF
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Overview Fund Activity

151 hedge funds and large institutions have $695M invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 72 increasing their positions, 8 reducing their positions, and 8 closing their positions.

Holders
151
Holders Change
+52
Holders Change %
+52.53%
% of All Funds
2.2%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
64
Increased
72
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$36.7M
2
CFS
2
CGC Financial Services
Oregon
$60.3M
3
GI
3
Gradient Investments
Minnesota
$68.7M
4
CPC
4
Consolidated Planning Corp
Georgia
$22.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$27.4M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$20M
2
Jane Street
2
Jane Street
New York
$4.73M
3
AC
3
Avestar Capital
New York
$0
4
CW
4
CreativeOne Wealth
Kansas
$246K
5
GS
5
GTS Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
76
Sowell Financial Services
Arkansas
$949K 16,210 -967 -6%
IP
77
Ignite Planners
California
$802K 13,605 -1,113 -8%
BFC
78
Bedel Financial Consulting
Indiana
$789K 13,469 +4,465 +50%
HAS
79
HBW Advisory Services
California
$782K 13,359 +13,359 New
CGH
80
Crossmark Global Holdings
Texas
$777K 13,265 +13,265 New
JWBC
81
John W. Brooker & Co
California
$763K 13,023 +5,963 +84%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$761K 13,000 +4,225 +48%
CFA
83
Cahill Financial Advisors
Minnesota
$752K 12,842 +12,842 New
MCC
84
Money Concepts Capital
Florida
$726K 12,398 +12,398 New
SWP
85
Stratos Wealth Partners
Ohio
$722K 12,334 +12,334 New
CCFM
86
Clear Creek Financial Management
Washington
$689K 11,767 +11,767 New
DC
87
DeDora Capital
California
$685K 11,695 +2,750 +31%
MWA
88
MN Wealth Advisors
Kansas
$654K 11,167 +3,850 +53%
SNB
89
Security National Bank
Nebraska
$636K 10,862 +10,862 New
FFN
90
Focus Financial Network
Minnesota
$618K 10,464 +10,464 New
OIA
91
OneDigital Investment Advisors
Kansas
$615K 10,498 +10,498 New
YWS
92
Yarger Wealth Strategies
Ohio
$611K 10,427 +10,427 New
BOM
93
Bank of Marin
California
$601K 10,260 +145 +1%
MW
94
Members Wealth
Pennsylvania
$597K 9,512 +9,512 New
NCM
95
NCM Capital Management
New Jersey
$572K 9,766 +5,033 +106%
BCG
96
Breakwater Capital Group
New Jersey
$570K 9,726 +947 +11%
FPAS
97
Focus Partners Advisor Solutions
Missouri
$560K 9,563 +9,563 New
LWM
98
Lakeridge Wealth Management
Ohio
$507K 8,662 +8,662 New
IAP
99
Indie Asset Partners
Indiana
$495K 8,460 +8,460 New
PCM
100
Pennsylvania Capital Management
Pennsylvania
$480K 8,195 +3,335 +69%
2 3
4
5 6