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JPMorgan Hedged Equity Laddered Overlay ETF
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Overview Fund Activity

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
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$23.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$12.7M
3
CTC
3
Central Trust Company
Missouri
$10.6M
4
PWA
4
Peterson Wealth Advisors
Utah
$26.1M
5
SWM
5
Sugarloaf Wealth Management
Georgia
$9.41M

Top Sellers

1
AA
1
Argent Advisors
Louisiana
$0
2
AWM
2
AE Wealth Management
Kansas
$0
3
GI
3
Gradient Investments
Minnesota
$43.8M
4
IP
4
Ignite Planners
California
$822K
5
OMC
5
Old Mission Capital
Illinois
$1.22M
Name Market Value Shares Shares
Change 		Shares
Change %
OSAM
101
O'Shaughnessy Asset Management
Connecticut
– – – –
AA
102
Argent Advisors
Louisiana
– – -50,201 Closed
AWM
103
AE Wealth Management
Kansas
– – -47,670 Closed
CFGS
104
Concourse Financial Group Securities
Alabama
– – – –
1 2 3 4
5