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JPMorgan Hedged Equity Laddered Overlay ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
ACS
101
Archford Capital Strategies
Illinois
$3.77M 60,286 +10,210 +20%
AI
102
Atria Investments
North Carolina
$3.75M 59,992 +59,992 New
FCM
103
Firestone Capital Management
Florida
$3.73M 59,640 +3,156 +6%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$3.68M 58,828 -28,706 -33%
AWM
105
Apollon Wealth Management
South Carolina
$3.68M 58,795 -1,735 -3%
PF
106
Penney Financial
Texas
$3.58M 57,198 -3,392 -6%
IIA
107
Integrity Investment Advisors
Colorado
$3.56M 56,962 +390 +0.7%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$3.55M 56,679 +5,044 +10%
BFA
109
Brown Financial Advisors
Ohio
$3.52M 56,268 -1,405 -2%
SFC
110
Strategic Financial Concepts
Texas
$3.48M 55,483 +14,015 +34%
KAS
111
Kestra Advisory Services
Texas
$3.43M 54,839 +17,660 +47%
MCM
112
MAI Capital Management
Ohio
$3.18M 50,736 +6,863 +16%
CAS
113
Coppell Advisory Solutions
Texas
$3.11M 49,769 +39,376 +379%
DC
114
DeDora Capital
California
$3.03M 48,376 +25,215 +109%
KIG
115
Kennedy Investment Group
New Jersey
$3.02M 48,220 -4,753 -9%
RGF
116
Retirement Guys Formula
Ohio
$3.01M 48,087 -2,441 -5%
PA
117
Pinnacle Associates
New York
$2.99M 47,790 +37,740 +376%
FIA
118
Foundations Investment Advisors
Arizona
$2.95M 47,108 +6,787 +17%
SPA
119
Shore Point Advisors
New Jersey
$2.77M 44,273 +558 +1%
NEWAS
120
N.E.W. Advisory Services
Wisconsin
$2.72M 43,398 -330,828 -88%
CWP
121
Cyndeo Wealth Partners
Florida
$2.66M 42,531 +1,332 +3%
MFS
122
Mattson Financial Services
Michigan
$2.64M 42,244 -508 -1%
CFS
123
Coordinated Financial Services
Colorado
$2.58M 41,238 +5,057 +14%
HI
124
Harbour Investments
Wisconsin
$2.5M 39,910 +39,263 +6,068%
Citadel Advisors
125
Citadel Advisors
Florida
$2.49M 39,785 +39,785 New