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JPMorgan Hedged Equity Laddered Overlay ETF

206 hedge funds and large institutions have $1.41B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 115 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
206
Holders Change
+55
Holders Change %
+36.42%
% of All Funds
2.98%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.19%
New
64
Increased
115
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NC
76
Napatree Capital
Rhode Island
$3.03M +$3.03M +49,639 New
ASN
77
Advisory Services Network
Georgia
$3M
BCM
78
Brookstone Capital Management
Illinois
$2.84M +$445K +7,284 +19%
CAS
79
Coppell Advisory Solutions
Texas
$2.77M +$251K +4,111 +10%
PW
80
Paladin Wealth
Minnesota
$2.76M +$2.76M +45,110 New
FMP
81
Financial Management Professionals
Texas
$2.64M +$211K +3,447 +9%
MFS
82
Mattson Financial Services
Michigan
$2.39M -$15.3K -261 -0.6%
SPA
83
Shore Point Advisors
New Jersey
$2.37M -$137K -2,237 -5%
KIG
84
Kennedy Investment Group
New Jersey
$2.36M +$863K +14,116 +58%
OIA
85
OneDigital Investment Advisors
Kansas
$2.33M +$1.69M +27,618 +263%
LIS
86
Legacy Investment Solutions
Idaho
$2.1M +$2.1M +33,420 New
LWMI
87
Legacy Wealth Management (Idaho)
Idaho
$2.1M +$2.1M +33,420 New
TSWM
88
Tyler-Stone Wealth Management
Ohio
$2.02M +$1.69M +27,716 +520%
TC
89
TownSquare Capital
Utah
$1.88M -$410K -6,707 -18%
TFS
90
Thoroughbred Financial Services
Tennessee
$1.81M +$502K +8,217 +38%
DP
91
Denver PWM
Colorado
$1.74M +$71.5K +1,169 +4%
HAS
92
HBW Advisory Services
California
$1.67M +$855K +13,983 +105%
CF
93
Convergence Financial
Missouri
$1.53M +$397K +6,493 +35%
SWP
94
Stratos Wealth Partners
Ohio
$1.5M +$746K +12,207 +99%
HF
95
HRT Financial
New York
$1.47M +$1.47M +24,078 New
UW
96
Unique Wealth
Florida
$1.46M +$1.46M +23,854 New
SAM
97
Smartleaf Asset Management
Massachusetts
$1.46M +$1.46M +23,907 New
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$1.43M +$632K +10,335 +80%
CIA
99
Concurrent Investment Advisors
Florida
$1.42M +$332K +5,434 +31%
FIA
100
Foundations Investment Advisors
Arizona
$1.39M +$1.18M +19,246 +554%