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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.

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 %
GWSG
176
GPS Wealth Strategies Group
Colorado
$671K -$9.18K -148 -1%
NA
177
NewEdge Advisors
Louisiana
$659K +$659K +10,617 New
AA
178
Ancora Advisors
Ohio
$637K +$450K +7,248 +240%
IP
179
Ignite Planners
California
$621K -$2.81K -45 -0.5%
ICP
180
Interchange Capital Partners
Pennsylvania
$617K +$617K +9,947 New
WC
181
Waterloo Capital
Texas
$610K +$161K +2,589 +36%
CAM
182
Cozad Asset Management
Illinois
$595K +$595K +9,592 New
MBTD
183
Mechanics Bank - Trust Department
California
$574K +$574K +9,250 New
TWM
184
Tradition Wealth Management
Minnesota
$569K +$62.2K +1,003 +12%
SA
185
Sanctuary Advisors
Indiana
$566K +$22.4K +356 +4%
SI
186
Stephens Inc
Arkansas
$537K
ESB
187
Essex Savings Bank
Connecticut
$530K +$269K +4,330 +103%
WAM
188
WNY Asset Management
New York
$521K +$521K +8,404 New
FPW
189
Fairvoy Private Wealth
Alabama
$518K +$518K +8,358 New
JF
190
JSF Financial
California
$515K +$311K +5,020 +153%
BOM
191
Bank of Marin
California
$509K -$10.1K -163 -2%
I2I
192
Insight 2811 Inc
Illinois
$507K +$507K +8,165 New
AWM
193
Axxcess Wealth Management
California
$505K +$505K +8,140 New
MCC
194
Money Concepts Capital
Florida
$486K -$541K -8,715 -53%
KWA
195
Kingswood Wealth Advisors
California
$471K +$471K +7,588 New
PIWA
196
Prevail Innovative Wealth Advisors
Kansas
$455K
AWA
197
Arkadios Wealth Advisors
Georgia
$450K -$14.9K -240 -3%
GRP
198
Global Retirement Partners
California
$442K +$262K +4,224 +146%
SFC
199
Sprinkle Financial Consultants
Colorado
$441K +$993 +16 +0.2%
EH
200
Equitable Holdings
New York
$440K +$440K +7,098 New