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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.

New
Increased
Maintained
Reduced
Closed
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 %
IP
151
Integras Partners
Georgia
$1.03M +$1.03M +16,573 New
SC
152
SouthState Corp
Florida
$1.01M +$200K +3,225 +25%
AC
153
Avestar Capital
New York
$999K
SPC
154
Sigma Planning Corp
Michigan
$990K +$561K +9,037 +131%
MA
155
MONECO Advisors
Connecticut
$975K +$481K +7,747 +97%
CFS
156
Coordinated Financial Services
Colorado
$959K +$959K +15,451 New
MWA
157
MN Wealth Advisors
Kansas
$954K +$138K +2,220 +17%
SWP
158
Semus Wealth Partners
Florida
$935K +$348K +5,610 +59%
HIA
159
HTG Investment Advisors
Connecticut
$931K +$931K +15,011 New
TCWM
160
Total Clarity Wealth Management
Illinois
$895K +$23.9K +386 +3%
LWM
161
Lakeridge Wealth Management
Ohio
$892K +$280K +4,507 +46%
HH
162
Hilltop Holdings
Texas
$879K +$280K +4,518 +47%
NL
163
NVWM LLC
Pennsylvania
$875K +$875K +14,110 New
BEI
164
Benjamin Edwards Inc
Missouri
$869K
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$861K +$861K +13,874 New
PGF
166
Plan Group Financial
Oklahoma
$832K +$832K +13,417 New
NCM
167
NCM Capital Management
New Jersey
$829K +$9.37K +151 +1%
CGH
168
Crossmark Global Holdings
Texas
$823K
BCG
169
Breakwater Capital Group
New Jersey
$815K +$168K +2,714 +26%
UCFA
170
United Capital Financial Advisors
Texas
$789K +$789K +12,710 New
IAP
171
Indie Asset Partners
Indiana
$763K +$116K +1,871 +18%
Comerica Bank
172
Comerica Bank
Texas
$740K +$488K +7,860 +193%
PWM
173
Partners Wealth Management
California
$735K +$735K +11,846 New
TL
174
Tradewinds LLC
North Carolina
$718K +$718K +11,400 New
SWP
175
Summit Wealth Partners
Florida
$701K +$215K +3,460 +44%