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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.

New
Increased
Maintained
Reduced
Closed
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 %
PTC
201
Private Trust Company
Ohio
$427K +$80.7K +1,300 +23%
HCM
202
Hall Capital Management
Rhode Island
$410K +$410K +6,614 New
RFA
203
Resurgent Financial Advisors
Georgia
$409K -$32.8K -529 -7%
ACM
204
Allred Capital Management
Texas
$387K +$387K +6,233 New
CPL
205
CAP Partners LLC
Tennessee
$376K +$86.2K +1,390 +30%
WA
206
WESPAC Advisors
California
$363K +$363K +5,843 New
BWM
207
BCGM Wealth Management
Indiana
$361K +$17.2K +278 +5%
Truist Financial
208
Truist Financial
North Carolina
$353K +$23.8K +384 +7%
RFA
209
Reyes Financial Architecture
California
$349K +$349K +5,621 New
AWP
210
Axis Wealth Partners
Rhode Island
$348K +$348K +5,605 New
BTI
211
Blue Trust Inc
Georgia
$346K +$1.3K +21 +0.4%
SG
212
StoneX Group
New York
$344K +$14.5K +233 +4%
ACG
213
Allen Capital Group
Nebraska
$337K +$42.4K +684 +14%
RCM
214
Riggs Capital Management
Utah
$322K +$322K +5,186 New
BRWA
215
B. Riley Wealth Advisors
Florida
$318K -$56.1K -905 -15%
CPRC
216
Consolidated Portfolio Review Corp
New York
$313K -$1.18K -19 -0.4%
M1FG
217
Mach-1 Financial Group
Arkansas
$306K -$3.22M -51,921 -91%
MCIA
218
Mountain Capital Investment Advisors
Colorado
$304K +$74.6K +1,189 +33%
BPA
219
Beacon Pointe Advisors
California
$302K -$146K -2,346 -32%
WKWM
220
Walter & Keenan Wealth Management
Indiana
$300K
QWP
221
Quotient Wealth Partners
Texas
$293K +$6.27K +101 +2%
MWP
222
Madison Wealth Partners
Wisconsin
$293K +$34.7K +559 +13%
CRWM
223
Castle Rock Wealth Management
California
$289K +$1.52K +24 +0.5%
TCA
224
Transcend Capital Advisors
New Jersey
$286K -$5.27K -85 -2%
SB
225
Strategic Blueprint
Georgia
$285K +$285K +4,600 New