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JPMorgan Hedged Equity Laddered Overlay ETF

322 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, 148 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$93.7M
2 +$84.7M
3 +$54.7M
4
LPL Financial
LPL Financial
California
+$27.2M
5
HighTower Advisors
HighTower Advisors
Illinois
+$25.8M

Top Sellers

1 -$28.5M
2 -$20.7M
3 -$15.1M
4
MWM
Modern Wealth Management
Kansas
-$14.4M
5
UBS Group
UBS Group
Switzerland
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
126
Citadel Advisors
Florida
$2.49M
EWA
127
Evolution Wealth Advisors
Florida
$2.48M
PWMAG
128
Pinnacle Wealth Management Advisory Group
New Jersey
$2.46M
RA
129
RFG Advisory
Alabama
$2.45M
PAG
130
Paladin Advisory Group
Iowa
$2.38M
DP
131
Denver PWM
Colorado
$2.29M
TFS
132
Thoroughbred Financial Services
Tennessee
$2.23M
Renaissance Technologies
133
Renaissance Technologies
New York
$2.22M
BPW
134
BLVD Private Wealth
Kentucky
$2.22M
SFC
135
Sprinkle Financial Consultants
Colorado
$2.14M
AAS
136
Ameritas Advisory Services
Nebraska
$2.08M
SWP
137
Stratos Wealth Partners
Ohio
$2.07M
PFGIA
138
Patriot Financial Group Insurance Agency
Massachusetts
$1.98M
IWP
139
IAG Wealth Partners
Wisconsin
$1.96M
CF
140
Convergence Financial
Missouri
$1.92M
PCA
141
Purkiss Capital Advisors
Connecticut
$1.91M
HAS
142
HBW Advisory Services
California
$1.9M
CIA
143
Concurrent Investment Advisors
Florida
$1.9M
SRA
144
Secured Retirement Advisors
Minnesota
$1.86M
AWM
145
Axxcess Wealth Management
California
$1.82M
AWS
146
Atria Wealth Solutions
New York
$1.8M
DC
147
Davenport & Co
Virginia
$1.79M
SA
148
Sincerus Advisory
New York
$1.75M
SI
149
Stephens Inc
Arkansas
$1.74M
IA
150
IFG Advisory
Georgia
$1.74M