HELO icon

JPMorgan Hedged Equity Laddered Overlay ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
DC
151
DeDora Capital
California
$1.38M +$272K +4,559 +25%
MAG
152
Mayfair Advisory Group
Alabama
$1.37M +$317K +5,312 +30%
JWBC
153
John W. Brooker & Co
California
$1.3M +$208K +3,483 +19%
SWP
154
Summit Wealth Partners
Florida
$1.28M +$604K +10,115 +89%
PW
155
Paladin Wealth
Minnesota
$1.28M -$650K -10,884 -34%
MWA
156
MN Wealth Advisors
Kansas
$1.27M +$353K +5,919 +38%
MA
157
Mutual Advisors
Nebraska
$1.25M +$1.25M +21,218 New
SNB
158
Security National Bank
Nebraska
$1.21M +$179 +3 +0%
MWM
159
Mascagni Wealth Management
Mississippi
$1.17M
BFC
160
Bedel Financial Consulting
Indiana
$1.16M +$37.8K +634 +3%
WCP
161
Wick Capital Partners
Pennsylvania
$1.14M +$1.14M +19,074 New
WAM
162
WNY Asset Management
New York
$1.13M +$626K +10,493 +125%
SWP
163
Semus Wealth Partners
Florida
$1.1M +$200K +3,347 +22%
MW
164
Members Wealth
Pennsylvania
$1.1M -$394K -6,606 -26%
CGH
165
Crossmark Global Holdings
Texas
$1.09M +$296K +4,965 +37%
LWM
166
Lakeridge Wealth Management
Ohio
$1.04M +$184K +3,087 +21%
SMC
167
Smith, Moore & Co
Missouri
$1.03M -$167K -2,804 -14%
BCG
168
Breakwater Capital Group
New Jersey
$1.03M +$249K +4,166 +32%
P
169
&Partners
Tennessee
$1M +$1M +16,800 New
LWMI
170
Legacy Wealth Management (Idaho)
Idaho
$972K -$74.2K -1,244 -7%
IP
171
Integras Partners
Georgia
$960K -$29.5K -495 -3%
I2I
172
Insight 2811 Inc
Illinois
$951K +$463K +7,765 +95%
NCM
173
NCM Capital Management
New Jersey
$916K +$118K +1,982 +15%
PWM
174
Partners Wealth Management
California
$909K +$202K +3,385 +29%
BEI
175
Benjamin Edwards Inc
Missouri
$905K +$69.5K +1,164 +8%