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JPMorgan Hedged Equity Laddered Overlay ETF
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Overview Fund Activity

295 hedge funds and large institutions have $2.28B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+22
Holders Change %
+8.06%
% of All Funds
4.01%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.39%
New
47
Increased
176
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$80.2M
2
LPL Financial
2
LPL Financial
California
$117M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$134M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$90.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$178M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$24.2M
2
SWP
2
Sagespring Wealth Partners
Tennessee
$310K
3
GI
3
Gradient Investments
Minnesota
$46.7M
4
DWM
4
Dynasty Wealth Management
Florida
$37.9M
5
LWL
5
Leo Wealth LLC
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IIA
101
Integrity Investment Advisors
Colorado
$3.38M +$3.38M +56,572 New
FCM
102
Firestone Capital Management
Florida
$3.37M +$936K +15,682 +38%
KIG
103
Kennedy Investment Group
New Jersey
$3.16M +$355K +5,944 +13%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$3.08M +$1.03M +17,180 +50%
SRA
105
Secured Retirement Advisors
Minnesota
$3.04M +$3.04M +50,990 New
RGF
106
Retirement Guys Formula
Ohio
$3.02M +$131K +2,190 +5%
ACS
107
Archford Capital Strategies
Illinois
$2.99M +$2.76M +46,296 +1,225%
NA
108
NewEdge Advisors
Louisiana
$2.97M +$2.34M +39,216 +369%
MAM
109
Milestone Asset Management
Pennsylvania
$2.76M +$2.76M +46,231 New
BFWM
110
Bright Futures Wealth Management
New York
$2.75M -$198K -3,436 -7%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$2.7M +$1.59M +26,575 +142%
MCM
112
MAI Capital Management
Ohio
$2.62M +$919K +15,405 +54%
PPC
113
Park Place Capital
Alabama
$2.61M -$9.79K -164 -0.4%
SPA
114
Shore Point Advisors
New Jersey
$2.61M -$32.9K -552 -1%
OMC
115
Old Mission Capital
Illinois
$2.57M +$2.57M +43,029 New
MFS
116
Mattson Financial Services
Michigan
$2.55M -$2.76M -46,167 -52%
SFC
117
Strategic Financial Concepts
Texas
$2.47M +$443K +7,423 +22%
CWP
118
Cyndeo Wealth Partners
Florida
$2.46M -$1.72M -28,870 -41%
HAS
119
HBW Advisory Services
California
$2.46M +$368K +6,166 +18%
AWM
120
Axxcess Wealth Management
California
$2.44M +$1.95M +32,681 +401%
SFC
121
Sprinkle Financial Consultants
Colorado
$2.44M +$2.01M +33,698 +474%
FIA
122
Foundations Investment Advisors
Arizona
$2.41M +$724K +12,126 +43%
EWA
123
Evolution Wealth Advisors
Florida
$2.36M +$769K +12,890 +48%
TC
124
TownSquare Capital
Utah
$2.25M +$214K +3,584 +11%
TFS
125
Thoroughbred Financial Services
Tennessee
$2.22M +$139K +2,330 +7%
3 4
5
6 7