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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 %
Comerica Bank
176
Comerica Bank
Texas
$249K +$89K +1,456 +56%
ACS
177
Archford Capital Strategies
Illinois
$234K +$21.6K +350 +10%
CFG
178
Copley Financial Group
California
$233K +$233K +3,815 New
MCIA
179
Mountain Capital Investment Advisors
Colorado
$230K +$230K +3,658 New
PAG
180
Paladin Advisory Group
Iowa
$229K +$61.3K +1,003 +37%
MW
181
Maia Wealth
Colorado
$225K +$556 +9 +0.2%
NS
182
NBC Securities
Alabama
$223K +$223K +3,653 New
JF
183
JSF Financial
California
$201K +$201K +3,283 New
AA
184
Ancora Advisors
Ohio
$184K +$19.6K +320 +12%
GRP
185
Global Retirement Partners
California
$177K +$44.4K +726 +33%
CF
186
Centaurus Financial
California
$167K
CAL
187
Capital Advisors Ltd
Ohio
$92K
LWA
188
Lowe Wealth Advisors
Maryland
$50.5K +$22.7K +372 +82%
AFS
189
Annapolis Financial Services
Maryland
$36.4K
HI
190
Harbour Investments
Wisconsin
$27K -$38.2K -625 -59%
PS
191
Planned Solutions
California
$21.9K +$21.9K +358 New
FPB
192
First PREMIER Bank
South Dakota
$21K +$21K +350 New
IA
193
IFP Advisors
Florida
$20.1K +$20.1K +329 New
CPA
194
Clear Point Advisors
New York
$18.8K -$42.7K -699 -69%
SPIA
195
Steward Partners Investment Advisory
New York
$15.2K +$15.2K +249 New
CFGS
196
Concourse Financial Group Securities
Alabama
$14.6K +$14.6K +239 New
ACA
197
Aptus Capital Advisors
Alabama
$7.64K
BFS
198
Burkett Financial Services
South Carolina
$4.8K
Morgan Stanley
199
Morgan Stanley
New York
$4.71K +$4.71K +77 New
T
200
Tidemark
California
$3K +$3K +49 New