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JPMorgan Hedged Equity Laddered Overlay ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
126
NCM Capital Management
New Jersey
$808K +$211K +3,450 +35%
MWA
127
MN Wealth Advisors
Kansas
$804K +$122K +1,989 +18%
SC
128
SouthState Corp
Florida
$795K +$673K +11,004 +550%
GWSG
129
GPS Wealth Strategies Group
Colorado
$670K +$670K +10,956 New
BCG
130
Breakwater Capital Group
New Jersey
$637K +$42.7K +698 +7%
IAP
131
Indie Asset Partners
Indiana
$637K +$120K +1,961 +23%
IP
132
Ignite Planners
California
$611K -$221K -3,611 -27%
LWM
133
Lakeridge Wealth Management
Ohio
$604K +$74.1K +1,212 +14%
HH
134
Hilltop Holdings
Texas
$590K +$590K +9,647 New
FPAS
135
Focus Partners Advisor Solutions
Missouri
$583K -$2.14K -35 -0.4%
SWIM
136
Smallwood Wealth Investment Management
New Jersey
$582K +$582K +9,522 New
SWP
137
Semus Wealth Partners
Florida
$578K +$334K +5,458 +136%
SA
138
Sanctuary Advisors
Indiana
$542K +$542K +8,643 New
AF
139
Apexium Financial
Texas
$539K +$539K +8,823 New
SI
140
Stephens Inc
Arkansas
$529K +$529K +8,657 New
BOM
141
Bank of Marin
California
$512K -$116K -1,890 -18%
MFC
142
Morris Financial Concepts
South Carolina
$504K +$504K +8,240 New
TWM
143
Tradition Wealth Management
Minnesota
$500K +$3.61K +59 +0.7%
MA
144
MONECO Advisors
Connecticut
$488K +$169K +2,762 +53%
SWP
145
Summit Wealth Partners
Florida
$479K +$51.1K +836 +12%
PF
146
Parker Financial
Washington
$465K +$465K +7,599 New
AWA
147
Arkadios Wealth Advisors
Georgia
$458K +$458K +7,494 New
PIWA
148
Prevail Innovative Wealth Advisors
Kansas
$448K +$5.26K +86 +1%
WC
149
Waterloo Capital
Texas
$443K +$443K +7,248 New
BPA
150
Beacon Pointe Advisors
California
$441K -$17.8K -291 -4%