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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
SWP
151
Summit Wealth Partners
Florida
$1.72M
MAG
152
Mayfair Advisory Group
Alabama
$1.7M
YWS
153
Yarger Wealth Strategies
Ohio
$1.63M
CFS
154
Compass Financial Services
Iowa
$1.59M
CFA
155
Cahill Financial Advisors
Minnesota
$1.48M
IA
156
IFP Advisors
Florida
$1.47M
SB
157
Strategic Blueprint
Georgia
$1.45M
SWA
158
Stratos Wealth Advisors
Ohio
$1.43M
LWMI
159
Legacy Wealth Management (Idaho)
Idaho
$1.39M
LIS
160
Legacy Investment Solutions
Idaho
$1.39M
PW
161
Paladin Wealth
Minnesota
$1.34M
MWA
162
MN Wealth Advisors
Kansas
$1.32M
WAM
163
WNY Asset Management
New York
$1.3M
MWM
164
Mascagni Wealth Management
Mississippi
$1.27M
NCM
165
NCM Capital Management
New Jersey
$1.25M
MAM
166
Milestone Asset Management
Pennsylvania
$1.2M
BFC
167
Bedel Financial Consulting
Indiana
$1.19M
SWP
168
Semus Wealth Partners
Florida
$1.19M
SPC
169
Sigma Planning Corp
Michigan
$1.16M
IWC
170
Integrated Wealth Concepts
Massachusetts
$1.15M
Kovitz Investment Group Partners
171
Kovitz Investment Group Partners
Illinois
$1.15M
LWM
172
Lakeridge Wealth Management
Ohio
$1.14M
CGH
173
Crossmark Global Holdings
Texas
$1.14M
MSWA
174
Marshall & Sterling Wealth Advisors
New York
$1.13M
SNB
175
Security National Bank
Nebraska
$1.12M