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JPMorgan Hedged Equity Laddered Overlay ETF

273 hedge funds and large institutions have $2.03B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 141 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
273
Holders Change
+67
Holders Change %
+32.52%
% of All Funds
3.64%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.28%
New
84
Increased
141
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
76
OneDigital Investment Advisors
Kansas
$4.66M +$2.3M +37,009 +97%
Jane Street
77
Jane Street
New York
$4.41M +$697K +11,228 +19%
CWP
78
Cyndeo Wealth Partners
Florida
$4.35M +$198K +3,199 +5%
ASN
79
Advisory Services Network
Georgia
$4.16M +$990K +15,961 +31%
NC
80
Napatree Capital
Rhode Island
$4.12M +$1.04M +16,735 +34%
CDWM
81
Campbell Deegan Wealth Management
Virginia
$4.11M +$4.11M +66,205 New
Envestnet Portfolio Solutions
82
Envestnet Portfolio Solutions
Illinois
$4.04M +$3.17M +51,019 +363%
RB
83
Renasant Bank
Mississippi
$3.87M -$3.4M -54,807 -47%
HIA
84
Harbor Investment Advisory
Maryland
$3.74M +$415K +6,692 +12%
TSWM
85
Tyler-Stone Wealth Management
Ohio
$3.64M +$1.59M +25,656 +78%
AWM
86
Apollon Wealth Management
South Carolina
$3.61M +$2.35M +37,916 +187%
PF
87
Penney Financial
Texas
$3.59M +$187K +3,013 +5%
HFS
88
Hughes Financial Services
Virginia
$3.5M +$3.5M +56,384 New
PWM
89
Palumbo Wealth Management
New York
$3.48M +$3.48M +56,134 New
EWM
90
Echo Wealth Management
Minnesota
$3.46M +$228K +3,670 +7%
3AM
91
3EDGE Asset Management
Florida
$3.35M +$3.35M +54,032 New
CAS
92
Coppell Advisory Solutions
Texas
$3.3M +$474K +7,629 +17%
FHA
93
Flagship Harbor Advisors
Massachusetts
$3.29M +$171K +2,749 +5%
BFWM
94
Bright Futures Wealth Management
New York
$3.22M +$3.22M +51,079 New
AWS
95
Atria Wealth Solutions
New York
$3.14M +$3.14M +50,585 New
RGF
96
Retirement Guys Formula
Ohio
$3M +$3M +48,338 New
Stifel Financial
97
Stifel Financial
Missouri
$2.93M +$1.98M +31,945 +209%
KIG
98
Kennedy Investment Group
New Jersey
$2.92M +$523K +8,430 +22%
PWM
99
Perigon Wealth Management
California
$2.89M +$1.62M +25,884 +127%
SPA
100
Shore Point Advisors
New Jersey
$2.75M +$338K +5,448 +14%