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JPMorgan Hedged Equity Laddered Overlay ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$147M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$85.2M
3
FMWA
3
Forvis Mazars Wealth Advisors
Missouri
$59.1M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$46.6M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$32.2M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$1.2M
2
PSCM
2
Per Stirling Capital Management
Texas
$5.55M
3
OMC
3
Old Mission Capital
Illinois
$0
4
CA
4
Crewe Advisors
Utah
$0
5
Jane Street
5
Jane Street
New York
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
101
Pennsylvania Capital Management
Pennsylvania
$1.38M +$879K +14,384 +176%
OHWP
102
Oak Harbor Wealth Partners
North Carolina
$1.25M +$75.4K +1,234 +6%
PWM
103
Perigon Wealth Management
California
$1.24M +$1.24M +20,362 New
CFA
104
Cahill Financial Advisors
Minnesota
$1.24M +$453K +7,405 +58%
AWM
105
Apollon Wealth Management
South Carolina
$1.24M +$1.24M +20,235 New
CCFM
106
Clear Creek Financial Management
Washington
$1.23M +$511K +8,365 +71%
SFC
107
Strategic Financial Concepts
Texas
$1.2M -$60.1M -982,258 -98%
SNB
108
Security National Bank
Nebraska
$1.18M +$513K +8,387 +77%
JWBC
109
John W. Brooker & Co
California
$1.1M +$306K +5,002 +38%
SFS
110
Sowell Financial Services
Arkansas
$1.02M +$33.2K +544 +3%
MCC
111
Money Concepts Capital
Florida
$1.01M +$254K +4,149 +33%
GVAG
112
Great Valley Advisor Group
Delaware
$1M +$1M +16,399 New
FCM
113
Firestone Capital Management
Florida
$1M +$659K +10,784 +193%
VAM
114
Vienna Asset Management
California
$991K +$991K +16,207 New
AC
115
Avestar Capital
New York
$985K +$985K +16,110 New
SWA
116
Stratos Wealth Advisors
Ohio
$951K +$459K +7,505 +93%
BFC
117
Bedel Financial Consulting
Indiana
$945K +$122K +1,993 +15%
Stifel Financial
118
Stifel Financial
Missouri
$934K +$934K +15,280 New
DC
119
DeDora Capital
California
$934K +$219K +3,574 +31%
Envestnet Portfolio Solutions
120
Envestnet Portfolio Solutions
Illinois
$859K +$859K +14,056 New
TCWM
121
Total Clarity Wealth Management
Illinois
$858K +$524K +8,564 +156%
BEI
122
Benjamin Edwards Inc
Missouri
$856K +$856K +14,000 New
MCM
123
MAI Capital Management
Ohio
$847K +$847K +13,846 New
FFN
124
Focus Financial Network
Minnesota
$818K +$178K +2,915 +28%
CGH
125
Crossmark Global Holdings
Texas
$811K – – –
3 4
5
6 7