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JPMorgan Hedged Equity Laddered Overlay ETF

99 hedge funds and large institutions have $323M invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 39 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
99
Holders Change
+49
Holders Change %
+98%
% of All Funds
1.44%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
51
Increased
39
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$43.8M 783,150 -23,642 -3%
CFS
2
CGC Financial Services
Oregon
$30.9M 551,394 +16,367 +3%
PWA
3
Peterson Wealth Advisors
Utah
$26.1M 466,795 +189,530 +68%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$23.9M 426,167 +408,155 +2,266%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$12.7M 227,245 +227,245 New
CTC
6
Central Trust Company
Missouri
$10.6M 190,043 +190,043 New
PSCM
7
Per Stirling Capital Management
Texas
$9.93M 177,369 +16,489 +10%
SWM
8
Sugarloaf Wealth Management
Georgia
$9.41M 168,108 +168,108 New
PP
9
Patten & Patten
Tennessee
$9.37M 167,457 +83,527 +100%
DWP
10
Daymark Wealth Partners
Ohio
$9.12M 162,916 +124,455 +324%
Jane Street
11
Jane Street
New York
$8.56M 153,012 +54,552 +55%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.6M 135,790 +100,805 +288%
ACA
13
Aspire Capital Advisors
Washington
$7.35M 131,373 +131,373 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$6.97M 124,577 +124,577 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$5.64M 100,808 +100,808 New
CA
16
Cetera Advisors
Colorado
$5.18M 92,565 +92,565 New
CSPIA
17
Cary Street Partners Investment Advisory
Virginia
$4.98M 88,963 +10,949 +14%
HighTower Advisors
18
HighTower Advisors
Illinois
$4.78M 85,422 +85,422 New
HIP
19
HUB Investment Partners
Texas
$4.64M 82,860 +52,109 +169%
OFS
20
Orrstown Financial Services
Pennsylvania
$4.6M 82,246 +65,696 +397%
OPS
21
Orion Portfolio Solutions
Nebraska
$4.27M 76,298 +76,298 New
BCI
22
Brinker Capital Investments
Pennsylvania
$4.27M 76,298 +76,298 New
PVI
23
Pine Valley Investments
New Jersey
$3.68M 65,751 +65,751 New
VWA
24
Visionary Wealth Advisors
Illinois
$3.39M 60,607 +26,303 +77%
M1FG
25
Mach-1 Financial Group
Arkansas
$2.71M 48,413 +48,413 New