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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 %
GWSG
201
GPS Wealth Strategies Group
Colorado
$731K 11,675 +775 +7%
GWM
202
Geneos Wealth Management
Colorado
$709K 11,324 +11,324 New
Koshinski Asset Management
203
Koshinski Asset Management
Illinois
$698K 11,160 +11,160 New
LWM
204
Lionsbridge Wealth Management
Florida
$692K 11,058 -61,025 -85%
HH
205
Hilltop Holdings
Texas
$686K 10,961 -3,170 -22%
FAIM
206
Financial Advocates Investment Management
Washington
$683K 10,912 -23,803 -69%
SW
207
Simplicity Wealth
New Jersey
$679K 10,848 +10,848 New
CAL
208
Capital Analysts LLC
Pennsylvania
$678K 10,831 +1,209 +13%
GLA
209
Good Life Advisors
Pennsylvania
$670K 10,705 +10,705 New
Thrivent Financial for Lutherans
210
Thrivent Financial for Lutherans
Minnesota
$635K 10,147 -112,451 -92%
JF
211
JSF Financial
California
$634K 10,134 +1,819 +22%
VAM
212
Vienna Asset Management
California
$632K 10,101 -16,103 -61%
PCM
213
Pennsylvania Capital Management
Pennsylvania
$629K 10,048 -434 -4%
Comerica Bank
214
Comerica Bank
Texas
$614K 9,813 -2,695 -22%
FB
215
Fulton Bank
Pennsylvania
$601K 9,611 +1,920 +25%
SPIA
216
Steward Partners Investment Advisory
New York
$583K 9,312 +6,129 +193%
TWM
217
Tradition Wealth Management
Minnesota
$572K 9,142 +490 +6%
MWP
218
Madison Wealth Partners
Wisconsin
$553K 8,836 +3,315 +60%
ESB
219
Essex Savings Bank
Connecticut
$551K 8,797
VA
220
Valmark Advisers
Ohio
$548K 8,763 +4,400 +101%
PS
221
Principal Securities
Iowa
$547K 8,743 +8,743 New
JWCA
222
J.W. Cole Advisors
Florida
$535K 8,545 +1,287 +18%
First Trust Advisors
223
First Trust Advisors
Illinois
$514K 8,206 -3,464 -30%
CPL
224
CAP Partners LLC
Tennessee
$508K 8,116 +977 +14%
PWP
225
Private Wealth Partners
California
$501K 8,000