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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 %
ICP
176
Interchange Capital Partners
Pennsylvania
$1.06M 16,905 +4,389 +35%
VT
177
Vise Technologies
New York
$992K 15,850 +15,850 New
MWG
178
Martin Worley Group
Utah
$973K 15,545 +526 +4%
SEIA
179
Signature Estate & Investment Advisors
California
$971K 15,513 +3,996 +35%
BEI
180
Benjamin Edwards Inc
Missouri
$949K 15,164
HCM
181
Hicks Capital Management
Ohio
$926K 14,795 +14,795 New
PWM
182
Partners Wealth Management
California
$911K 15,231
BTI
183
Blue Trust Inc
Georgia
$899K 14,373 +23 +0.2%
FCM
184
Family Capital Management
Michigan
$896K 14,324 +14,324 New
PGF
185
Plan Group Financial
Oklahoma
$891K 14,240 +822 +6%
CAM
186
Cozad Asset Management
Illinois
$886K 14,156 +1,970 +16%
MBTD
187
Mechanics Bank - Trust Department
California
$876K 14,000 +745 +6%
NL
188
NVWM LLC
Pennsylvania
$866K 13,839 +185 +1%
TCWM
189
Total Clarity Wealth Management
Illinois
$851K 13,594 -831 -6%
KWA
190
Kingswood Wealth Advisors
California
$849K 13,574 -85 -0.6%
PCIA
191
Prime Capital Investment Advisors
Kansas
$841K 13,442 +13,442 New
MWM
192
Modern Wealth Management
Kansas
$813K 12,992 -230,638 -95%
ACG
193
Allen Capital Group
Nebraska
$801K 12,805 -24 -0.2%
AC
194
Avestar Capital
New York
$791K 12,646 -15,134 -54%
BCG
195
Breakwater Capital Group
New Jersey
$790K 12,619 -4,685 -27%
YIA
196
YHB Investment Advisors
Connecticut
$785K 12,549 +12,549 New
BTWM
197
Baker Tilly Wealth Management
Wisconsin
$780K 12,460 +5,602 +82%
FFA
198
Farther Finance Advisors
California
$751K 11,998 -17,472 -59%
FGA
199
Fortis Group Advisors
New Jersey
$750K 11,851 +501 +4%
AFG
200
Allegheny Financial Group
Pennsylvania
$737K 11,777 +11,777 New