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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
TWM
101
Tradition Wealth Management
Minnesota
$475K +$233K +3,981 +96%
SWA
102
Stratos Wealth Advisors
Ohio
$471K +$471K +8,044 New
BPA
103
Beacon Pointe Advisors
California
$440K +$440K +7,511 New
PIWA
104
Prevail Innovative Wealth Advisors
Kansas
$424K +$424K +7,242 New
SWP
105
Summit Wealth Partners
Florida
$410K +$25.3K +432 +7%
SFC
106
Sprinkle Financial Consultants
Colorado
$388K +$37.5K +640 +11%
Truist Financial
107
Truist Financial
North Carolina
$343K +$343K +5,864 New
RFA
108
Resurgent Financial Advisors
Georgia
$337K +$95.2K +1,625 +39%
FCM
109
Firestone Capital Management
Florida
$327K +$327K +5,585 New
TCWM
110
Total Clarity Wealth Management
Illinois
$321K +$321K +5,475 New
TSWM
111
Tyler-Stone Wealth Management
Ohio
$312K +$312K +5,330 New
SG
112
StoneX Group
New York
$311K +$311K +5,306 New
MA
113
MONECO Advisors
Connecticut
$305K +$305K +5,214 New
DC
114
Davenport & Co
Virginia
$291K +$291K +4,968 New
KAS
115
Kestra Advisory Services
Texas
$290K +$290K +4,945 New
ACG
116
Allen Capital Group
Nebraska
$281K +$21.4K +365 +8%
CFG
117
Carr Financial Group
Massachusetts
$276K +$276K +4,716 New
IAIM
118
International Assets Investment Management
Florida
$274K +$274K +4,675 New
CRWM
119
Castle Rock Wealth Management
California
$259K +$1.99K +34 +0.8%
CPL
120
CAP Partners LLC
Tennessee
$258K +$8.32K +142 +3%
CW
121
CreativeOne Wealth
Kansas
$246K -$1.57M -26,794 -86%
VT
122
Vise Technologies
New York
$241K +$241K +4,120 New
BRWA
123
B. Riley Wealth Advisors
Florida
$240K +$240K +4,093 New
RJT
124
Raymond James Trust
Florida
$239K +$239K +4,089 New
SWP
125
Semus Wealth Partners
Florida
$234K +$234K +4,002 New
3 4
5
6 7