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JPMorgan Hedged Equity Laddered Overlay ETF
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Overview Fund Activity

320 hedge funds and large institutions have $2.75B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 147 increasing their positions, 97 reducing their positions, and 21 closing their positions.

Holders
320
Holders Change
+25
Holders Change %
+8.47%
% of All Funds
4.3%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.3%
New
54
Increased
147
Reduced
97
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$93.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$113M
3
RWP
3
RWA Wealth Partners
Massachusetts
$54.7M
4
LPL Financial
4
LPL Financial
California
$150M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$76.9M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$157M
2
NEWAS
2
N.E.W. Advisory Services
Wisconsin
$2.72M
3
VPP
3
Vertex Planning Partners
Illinois
$0
4
MWM
4
Modern Wealth Management
Kansas
$813K
5
UBS Group
5
UBS Group
Switzerland
$36.3M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
126
Evolution Wealth Advisors
Florida
$2.48M 39,555 +5 +0%
PWMAG
127
Pinnacle Wealth Management Advisory Group
New Jersey
$2.46M 39,388 +33,598 +580%
RA
128
RFG Advisory
Alabama
$2.45M 39,075 +39,075 New
PAG
129
Paladin Advisory Group
Iowa
$2.38M 38,066 +4,278 +13%
DP
130
Denver PWM
Colorado
$2.29M 36,638 +2,266 +7%
TFS
131
Thoroughbred Financial Services
Tennessee
$2.23M 35,646 -1,582 -4%
Renaissance Technologies
132
Renaissance Technologies
New York
$2.22M 35,500 +35,500 New
BPW
133
BLVD Private Wealth
Kentucky
$2.22M 35,474 +35,474 New
SFC
134
Sprinkle Financial Consultants
Colorado
$2.14M 34,275 -6,536 -16%
AAS
135
Ameritas Advisory Services
Nebraska
$2.08M 33,200 -34,845 -51%
SWP
136
Stratos Wealth Partners
Ohio
$2.07M 33,022 +634 +2%
PFGIA
137
Patriot Financial Group Insurance Agency
Massachusetts
$1.98M 31,663 +6,723 +27%
IWP
138
IAG Wealth Partners
Wisconsin
$1.96M 31,355 -2,957 -9%
CF
139
Convergence Financial
Missouri
$1.92M 30,652 +2,520 +9%
PCA
140
Purkiss Capital Advisors
Connecticut
$1.91M 30,538 +5,326 +21%
HAS
141
HBW Advisory Services
California
$1.9M 30,371 -10,827 -26%
CIA
142
Concurrent Investment Advisors
Florida
$1.9M 30,302 -5,936 -16%
SRA
143
Secured Retirement Advisors
Minnesota
$1.86M 29,759 -21,231 -42%
AWM
144
Axxcess Wealth Management
California
$1.82M 29,160 -11,661 -29%
AWS
145
Atria Wealth Solutions
New York
$1.8M 28,723 -54,717 -66%
DC
146
Davenport & Co
Virginia
$1.79M 28,629 +4,523 +19%
SA
147
Sincerus Advisory
New York
$1.75M 27,669 -5,708 -17%
SI
148
Stephens Inc
Arkansas
$1.74M 27,795 +19,000 +216%
IA
149
IFG Advisory
Georgia
$1.74M 27,736 +27,736 New
SWP
150
Summit Wealth Partners
Florida
$1.72M 27,435 +6,018 +28%
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