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JPMorgan Hedged Equity Laddered Overlay ETF

151 hedge funds and large institutions have $695M invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 72 increasing their positions, 8 reducing their positions, and 8 closing their positions.

Holders
151
Holders Change
+52
Holders Change %
+52.53%
% of All Funds
2.2%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
64
Increased
72
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$68.7M 1,172,555 +389,405 +50%
CFS
2
CGC Financial Services
Oregon
$60.3M 1,029,959 +478,565 +87%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$36.7M 627,228 +622,152 +12,257%
PWA
4
Peterson Wealth Advisors
Utah
$29.9M 510,346 +43,551 +9%
HighTower Advisors
5
HighTower Advisors
Illinois
$27.4M 468,121 +382,699 +448%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$24.3M 414,491 +289,914 +233%
CPC
7
Consolidated Planning Corp
Georgia
$22.6M 386,002 +386,002 New
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$20.8M 355,586 +355,586 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$20M 341,735 -84,432 -20%
UBS Group
10
UBS Group
Switzerland
$17.5M 298,808 +297,148 +17,900%
Osaic Holdings
11
Osaic Holdings
Arizona
$17.3M 295,182 +159,392 +117%
MML Investors Services
12
MML Investors Services
Massachusetts
$16.1M 274,717 +274,717 New
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$14.8M 253,514 +26,269 +12%
PCMC
14
Private Capital Management (Colorado)
Colorado
$13.2M 225,144 +225,144 New
PP
15
Patten & Patten
Tennessee
$12M 204,952 +37,495 +22%
CTC
16
Central Trust Company
Missouri
$11.6M 197,824 +7,781 +4%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$11M 187,999 +87,191 +86%
RWA
18
Redhawk Wealth Advisors
Minnesota
$10.5M 180,087 +180,087 New
PSCM
19
Per Stirling Capital Management
Texas
$10.4M 178,133 +764 +0.4%
SWM
20
Sugarloaf Wealth Management
Georgia
$10.4M 177,767 +9,659 +6%
DWP
21
Daymark Wealth Partners
Ohio
$10.2M 174,675 +11,759 +7%
LPL Financial
22
LPL Financial
California
$9.85M 168,277 +168,277 New
PJWM
23
Philip James Wealth Mangement
Georgia
$9.27M 158,321 +111,789 +240%
ACA
24
Aspire Capital Advisors
Washington
$8.14M 139,082 +7,709 +6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$7.4M 126,316 +81,172 +180%