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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 Holding Trade Value Shares
Change
Shares
Change %
SWA
126
Stratos Wealth Advisors
Ohio
$1.67M +$705K +11,368 +73%
EWA
127
Evolution Wealth Advisors
Florida
$1.66M +$1.66M +26,660 New
FAIM
128
Financial Advocates Investment Management
Washington
$1.58M +$1.58M +25,524 New
MW
129
Members Wealth
Pennsylvania
$1.57M +$1.57M +24,962 New
GPWM
130
Grant Private Wealth Management
California
$1.53M +$1.53M +24,615 New
CFA
131
Cahill Financial Advisors
Minnesota
$1.52M +$262K +4,229 +21%
PCA
132
Purkiss Capital Advisors
Connecticut
$1.38M +$1.38M +22,202 New
SWIM
133
Smallwood Wealth Investment Management
New Jersey
$1.36M +$767K +12,367 +130%
VAM
134
Vienna Asset Management
California
$1.3M +$290K +4,672 +29%
SNB
135
Security National Bank
Nebraska
$1.26M +$60.9K +982 +5%
SMC
136
Smith, Moore & Co
Missouri
$1.25M +$1.25M +20,121 New
MWG
137
Martin Worley Group
Utah
$1.19M +$1.19M +19,185 New
BFC
138
Bedel Financial Consulting
Indiana
$1.18M +$210K +3,343 +22%
MWM
139
Mascagni Wealth Management
Mississippi
$1.17M +$1.17M +19,565 New
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$1.16M -$5.71M -92,040 -83%
DC
141
DeDora Capital
California
$1.15M +$207K +3,333 +22%
FFN
142
Focus Financial Network
Minnesota
$1.15M +$317K +5,115 +38%
KAS
143
Kestra Advisory Services
Texas
$1.15M +$711K +11,463 +164%
IAA
144
Independent Advisor Alliance
North Carolina
$1.14M +$1.14M +18,325 New
JWBC
145
John W. Brooker & Co
California
$1.14M +$17.3K +279 +2%
LIS
146
Legacy Investment Solutions
Idaho
$1.1M -$997K -15,890 -48%
LWMI
147
Legacy Wealth Management (Idaho)
Idaho
$1.1M -$997K -15,890 -48%
MAG
148
Mayfair Advisory Group
Alabama
$1.09M +$1.09M +17,631 New
AF
149
Apexium Financial
Texas
$1.09M +$544K +8,774 +99%
DC
150
Davenport & Co
Virginia
$1.06M +$690K +11,129 +185%