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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 %
RFA
151
Resurgent Financial Advisors
Georgia
$436K +$83.3K +1,363 +24%
SFC
152
Sprinkle Financial Consultants
Colorado
$434K +$28.7K +469 +7%
KAS
153
Kestra Advisory Services
Texas
$428K +$126K +2,053 +42%
SPC
154
Sigma Planning Corp
Michigan
$423K +$423K +6,920 New
IWP
155
IAG Wealth Partners
Wisconsin
$396K +$396K +6,475 New
YWS
156
Yarger Wealth Strategies
Ohio
$387K -$251K -4,105 -39%
DC
157
Davenport & Co
Virginia
$369K +$64.8K +1,060 +21%
BRWA
158
B. Riley Wealth Advisors
Florida
$368K +$119K +1,942 +47%
LC
159
Legacy CG
Texas
$366K +$366K +5,988 New
AAS
160
Avantax Advisory Services
Texas
$344K +$344K +5,629 New
PTC
161
Private Trust Company
Ohio
$341K +$341K +5,578 New
BWM
162
BCGM Wealth Management
Indiana
$339K +$339K +5,548 New
BTI
163
Blue Trust Inc
Georgia
$325K +$325K +5,558 New
SG
164
StoneX Group
New York
$324K
Truist Financial
165
Truist Financial
North Carolina
$324K -$34.4K -563 -10%
CPRC
166
Consolidated Portfolio Review Corp
New York
$310K +$310K +5,068 New
WKWM
167
Walter & Keenan Wealth Management
Indiana
$295K +$295K +4,830 New
ACG
168
Allen Capital Group
Nebraska
$291K -$3K -49 -1%
TCA
169
Transcend Capital Advisors
New Jersey
$287K +$287K +4,690 New
CPL
170
CAP Partners LLC
Tennessee
$285K +$15.7K +257 +6%
QWP
171
Quotient Wealth Partners
Texas
$282K +$282K +4,618 New
CRWM
172
Castle Rock Wealth Management
California
$277K +$6.46K +106 +2%
ESB
173
Essex Savings Bank
Connecticut
$258K +$258K +4,220 New
RJT
174
Raymond James Trust
Florida
$255K +$5.44K +89 +2%
MWP
175
Madison Wealth Partners
Wisconsin
$254K +$26.7K +437 +12%