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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 %
MWG
176
Martin Worley Group
Utah
$896K -$249K -4,166 -22%
TCWM
177
Total Clarity Wealth Management
Illinois
$895K
BTI
178
Blue Trust Inc
Georgia
$856K +$523K +8,771 +157%
HH
179
Hilltop Holdings
Texas
$843K -$2.03K -34 -0.2%
KWA
180
Kingswood Wealth Advisors
California
$815K +$362K +6,071 +80%
NL
181
NVWM LLC
Pennsylvania
$815K -$27.2K -456 -3%
PGF
182
Plan Group Financial
Oklahoma
$801K +$60 +1 +0%
MBTD
183
Mechanics Bank - Trust Department
California
$791K +$239K +4,005 +43%
ACG
184
Allen Capital Group
Nebraska
$766K +$441K +7,393 +136%
ICP
185
Interchange Capital Partners
Pennsylvania
$747K +$153K +2,569 +26%
Comerica Bank
186
Comerica Bank
Texas
$746K +$34.8K +583 +5%
CAM
187
Cozad Asset Management
Illinois
$727K +$155K +2,594 +27%
First Trust Advisors
188
First Trust Advisors
Illinois
$696K +$696K +11,670 New
SEIA
189
Signature Estate & Investment Advisors
California
$687K +$687K +11,517 New
TL
190
Tradewinds LLC
North Carolina
$680K
FGA
191
Fortis Group Advisors
New Jersey
$677K +$677K +11,350 New
SB
192
Strategic Blueprint
Georgia
$671K +$396K +6,640 +144%
IAP
193
Indie Asset Partners
Indiana
$669K -$64.3K -1,078 -9%
GWSG
194
GPS Wealth Strategies Group
Colorado
$651K +$5.49K +92 +0.9%
TCA
195
Transcend Capital Advisors
New Jersey
$631K +$356K +5,965 +130%
PCM
196
Pennsylvania Capital Management
Pennsylvania
$626K -$5.06M -84,751 -89%
PA
197
Pinnacle Associates
New York
$600K +$600K +10,050 New
WC
198
Waterloo Capital
Texas
$579K -$7.7K -129 -1%
CAL
199
Capital Analysts LLC
Pennsylvania
$574K +$432K +7,248 +305%
CAS
200
Coppell Advisory Solutions
Texas
$557K -$2.29M -42,667 -80%