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JPMorgan Hedged Equity Laddered Overlay ETF

320 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, 147 increasing their positions, 97 reducing their positions, and 21 closing their positions.

Holders
320
Holders Change
+25
Holders Change %
+8.47%
% of All Funds
4.3%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.3%
New
54
Increased
147
Reduced
97
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MAG
151
Mayfair Advisory Group
Alabama
$1.7M 26,720 +3,777 +16%
YWS
152
Yarger Wealth Strategies
Ohio
$1.63M 26,017 +19,470 +297%
CFS
153
Compass Financial Services
Iowa
$1.59M 25,441 +24,366 +2,267%
CFA
154
Cahill Financial Advisors
Minnesota
$1.48M 23,599 -2,826 -11%
IA
155
IFP Advisors
Florida
$1.47M 23,451 +16,954 +261%
SB
156
Strategic Blueprint
Georgia
$1.45M 23,097 +11,857 +105%
SWA
157
Stratos Wealth Advisors
Ohio
$1.43M 22,808 -7,270 -24%
LWMI
158
Legacy Wealth Management (Idaho)
Idaho
$1.39M 22,284 +5,998 +37%
LIS
159
Legacy Investment Solutions
Idaho
$1.39M 22,284 +22,284 New
PW
160
Paladin Wealth
Minnesota
$1.34M 21,358 -16 -0.1%
MWA
161
MN Wealth Advisors
Kansas
$1.32M 21,109 -186 -0.9%
WAM
162
WNY Asset Management
New York
$1.3M 20,757 +1,860 +10%
MWM
163
Mascagni Wealth Management
Mississippi
$1.27M 20,230 +665 +3%
NCM
164
NCM Capital Management
New Jersey
$1.25M 20,003 +4,654 +30%
MAM
165
Milestone Asset Management
Pennsylvania
$1.2M 19,200 -27,031 -58%
BFC
166
Bedel Financial Consulting
Indiana
$1.19M 19,063 -376 -2%
SWP
167
Semus Wealth Partners
Florida
$1.19M 18,980 +563 +3%
SPC
168
Sigma Planning Corp
Michigan
$1.16M 18,556 -9,079 -33%
IWC
169
Integrated Wealth Concepts
Massachusetts
$1.15M 18,447 +15,037 +441%
Kovitz Investment Group Partners
170
Kovitz Investment Group Partners
Illinois
$1.15M 18,310 +18,310 New
LWM
171
Lakeridge Wealth Management
Ohio
$1.14M 18,258 +790 +5%
CGH
172
Crossmark Global Holdings
Texas
$1.14M 18,230
MSWA
173
Marshall & Sterling Wealth Advisors
New York
$1.13M 18,041 -63,904 -78%
SNB
174
Security National Bank
Nebraska
$1.12M 17,854 -2,380 -12%
Truist Financial
175
Truist Financial
North Carolina
$1.1M 17,603 +11,932 +210%