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JPMorgan Hedged Equity Laddered Overlay ETF

50 hedge funds and large institutions have $145M invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
50
Holders Change
+45
Holders Change %
+900%
% of All Funds
0.73%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
48
Increased
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$42.7M 806,792 +806,792 New
CFS
2
CGC Financial Services
Oregon
$28.3M 535,027 +535,027 New
PWA
3
Peterson Wealth Advisors
Utah
$14.7M 277,265 +277,265 New
PSCM
4
Per Stirling Capital Management
Texas
$8.51M 160,880 +160,880 New
Jane Street
5
Jane Street
New York
$5.21M 98,460 -98,067 -50%
PP
6
Patten & Patten
Tennessee
$4.44M 83,930 +83,930 New
CSPIA
7
Cary Street Partners Investment Advisory
Virginia
$4.13M 78,014 +78,014 New
AA
8
Argent Advisors
Louisiana
$2.65M 50,201 +50,201 New
AWM
9
AE Wealth Management
Kansas
$2.57M 47,670 +47,670 New
SPA
10
Shore Point Advisors
New Jersey
$2.21M 41,746 +41,746 New
Mariner
11
Mariner
Kansas
$2.05M 38,839 +38,839 New
DWP
12
Daymark Wealth Partners
Ohio
$2.03M 38,461 +38,461 New
EWM
13
Echo Wealth Management
Minnesota
$1.93M 36,426 +36,426 New
Osaic Holdings
14
Osaic Holdings
Arizona
$1.85M 34,985 +34,985 New
TC
15
TownSquare Capital
Utah
$1.84M 34,826 +34,826 New
VWA
16
Visionary Wealth Advisors
Illinois
$1.81M 34,304 +34,304 New
HIP
17
HUB Investment Partners
Texas
$1.63M 30,751 +30,751 New
IP
18
Ignite Planners
California
$1.49M 28,256 -9,200 -25%
FA
19
Fiduciary Alliance
South Carolina
$1.49M 28,088 +28,088 New
OMC
20
Old Mission Capital
Illinois
$1.45M 27,450 +27,450 New
ICG
21
InterOcean Capital Group
Tennessee
$1.39M 26,364 +26,364 New
CPA
22
Capital Planning Advisors
California
$1.38M 26,076 +26,076 New
PF
23
Penney Financial
Texas
$1.08M 20,354 +20,354 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$952K 18,012 +18,012 New
OFS
25
Orrstown Financial Services
Pennsylvania
$875K 16,550 +16,550 New