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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 Market Value Shares Shares
Change
Shares
Change %
AAS
101
Avantax Advisory Services
Texas
$2.74M 44,197 +38,568 +685%
PPC
102
Park Place Capital
Alabama
$2.73M 43,949 -48,335 -52%
FMP
103
Financial Management Professionals
Texas
$2.68M 43,128 -112 -0.3%
Renaissance Technologies
104
Renaissance Technologies
New York
$2.63M 42,456 -12,444 -23%
OHWP
105
Oak Harbor Wealth Partners
North Carolina
$2.63M 42,355 +21,888 +107%
CCFM
106
Clear Creek Financial Management
Washington
$2.57M 41,442 +21,310 +106%
FCM
107
Firestone Capital Management
Florida
$2.53M 40,802 +24,433 +149%
UW
108
Unique Wealth
Florida
$2.42M 38,980 +15,126 +63%
GVAG
109
Great Valley Advisor Group
Delaware
$2.41M 38,896 +22,497 +137%
HAS
110
HBW Advisory Services
California
$2.17M 35,032 +7,690 +28%
TFS
111
Thoroughbred Financial Services
Tennessee
$2.17M 34,898 +5,217 +18%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$2.14M 34,455 +11,120 +48%
TC
113
TownSquare Capital
Utah
$2.12M 34,121 +3,412 +11%
SFC
114
Strategic Financial Concepts
Texas
$2.11M 34,045 +14,471 +74%
IWP
115
IAG Wealth Partners
Wisconsin
$2.09M 33,717 +27,242 +421%
DP
116
Denver PWM
Colorado
$2.02M 32,555 +4,149 +15%
PW
117
Paladin Wealth
Minnesota
$2M 32,258 -12,852 -28%
SAM
118
Smartleaf Asset Management
Massachusetts
$1.9M 30,630 +6,723 +28%
AFP
119
Ausdal Financial Partners
Iowa
$1.9M 30,578 +30,578 New
CIA
120
Concurrent Investment Advisors
Florida
$1.88M 30,375 +7,133 +31%
SWP
121
Stratos Wealth Partners
Ohio
$1.85M 29,889 +5,348 +22%
SA
122
Sincerus Advisory
New York
$1.8M 29,077 +29,077 New
MCM
123
MAI Capital Management
Ohio
$1.77M 28,468 +14,622 +106%
FIA
124
Foundations Investment Advisors
Arizona
$1.75M 28,195 +5,475 +24%
CF
125
Convergence Financial
Missouri
$1.68M 27,071 +2,027 +8%