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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$24.2M
2
SWP
Sagespring Wealth Partners
Tennessee
$310K
3
GI
Gradient Investments
Minnesota
$46.7M
4
DWM
Dynasty Wealth Management
Florida
$37.9M
5
LWL
Leo Wealth LLC
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
126
Kestra Advisory Services
Texas
$2.22M +$1.12M +18,718 +101%
GPWM
127
Grant Private Wealth Management
California
$2.22M +$748K +12,534 +51%
CIA
128
Concurrent Investment Advisors
Florida
$2.16M +$350K +5,863 +19%
AFP
129
Ausdal Financial Partners
Iowa
$2.16M +$335K +5,612 +18%
CFS
130
Coordinated Financial Services
Colorado
$2.16M +$1.24M +20,730 +134%
SWIM
131
Smallwood Wealth Investment Management
New Jersey
$2.13M +$827K +13,862 +63%
AF
132
Apexium Financial
Texas
$2.13M +$1.08M +18,058 +103%
FAIM
133
Financial Advocates Investment Management
Washington
$2.07M +$549K +9,191 +36%
DP
134
Denver PWM
Colorado
$2.05M +$108K +1,817 +6%
IWP
135
IAG Wealth Partners
Wisconsin
$2.05M +$35.5K +595 +2%
PAG
136
Paladin Advisory Group
Iowa
$2.02M +$1.76M +29,433 +676%
SA
137
Sincerus Advisory
New York
$1.99M +$257K +4,300 +15%
SWP
138
Stratos Wealth Partners
Ohio
$1.93M +$149K +2,499 +8%
SAM
139
Smartleaf Asset Management
Massachusetts
$1.85M +$26.3K +442 +1%
SWA
140
Stratos Wealth Advisors
Ohio
$1.8M +$189K +3,161 +12%
FFA
141
Farther Finance Advisors
California
$1.76M +$1.76M +29,470 New
MA
142
MONECO Advisors
Connecticut
$1.74M +$806K +13,501 +86%
CF
143
Convergence Financial
Missouri
$1.68M +$63.3K +1,061 +4%
AC
144
Avestar Capital
New York
$1.66M +$696K +11,670 +72%
SPC
145
Sigma Planning Corp
Michigan
$1.65M +$697K +11,678 +73%
CFA
146
Cahill Financial Advisors
Minnesota
$1.58M +$116K +1,949 +8%
VAM
147
Vienna Asset Management
California
$1.56M +$318K +5,325 +26%
PCA
148
Purkiss Capital Advisors
Connecticut
$1.5M +$180K +3,010 +14%
PFGIA
149
Patriot Financial Group Insurance Agency
Massachusetts
$1.49M +$660K +11,066 +80%
DC
150
Davenport & Co
Virginia
$1.44M +$415K +6,949 +41%
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