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JPMorgan Hedged Equity Laddered Overlay ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FNWA
126
Financial Network Wealth Advisors
Utah
$225K +$225K +3,841 New
MWP
127
Madison Wealth Partners
Wisconsin
$218K +$218K +3,722 New
MW
128
Maia Wealth
Colorado
$215K +$215K +3,628 New
FIA
129
Foundations Investment Advisors
Arizona
$203K -$26.8K -458 -12%
ACS
130
Archford Capital Strategies
Illinois
$201K +$201K +3,430 New
PAG
131
Paladin Advisory Group
Iowa
$160K +$160K +2,737 New
CF
132
Centaurus Financial
California
$159K +$52.8K +904 +50%
AA
133
Ancora Advisors
Ohio
$158K -$31.3K -534 -17%
Comerica Bank
134
Comerica Bank
Texas
$153K +$53.1K +906 +53%
GRP
135
Global Retirement Partners
California
$127K +$19.1K +326 +18%
SC
136
SouthState Corp
Florida
$117K +$117K +2,000 New
CAL
137
Capital Advisors Ltd
Ohio
$88K
HI
138
Harbour Investments
Wisconsin
$62.4K +$18.4K +314 +42%
CPA
139
Clear Point Advisors
New York
$58.9K +$59 +1 +0.1%
SC
140
Stephens Consulting
Michigan
$56.7K +$56.7K +968 New
AFS
141
Annapolis Financial Services
Maryland
$34.8K +$34.8K +595 New
LWA
142
Lowe Wealth Advisors
Maryland
$26.6K +$26.6K +454 New
SFC
143
Strategic Financial Concepts
Texas
$17.1K +$17K +993,855 +12,459%
JWM
144
Janiczek Wealth Management
Colorado
$11.1K
TWP
145
Triad Wealth Partners
Kansas
$10.7K +$10.7K +183 New
ACA
146
Aptus Capital Advisors
Alabama
$7.32K
BFS
147
Burkett Financial Services
South Carolina
$4.59K
EWA
148
EverSource Wealth Advisors
Alabama
$1.12K
DFA
149
DHJJ Financial Advisors
Illinois
$118
Fidelity Investments
150
Fidelity Investments
Massachusetts
$59 -$4.07K -69 -99%