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JPMorgan Hedged Equity Laddered Overlay ETF

206 hedge funds and large institutions have $1.41B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 115 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
206
Holders Change
+55
Holders Change %
+36.42%
% of All Funds
2.98%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.19%
New
64
Increased
115
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$147M 2,405,271 +2,110,089 +715%
GI
2
Gradient Investments
Minnesota
$99.6M 1,628,605 +456,050 +39%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$85.2M 1,393,318 +978,827 +236%
CFS
4
CGC Financial Services
Oregon
$63.9M 1,045,248 +15,289 +1%
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$59.1M 967,185 +611,599 +172%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$53.9M 881,103 +253,875 +40%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$46.6M 762,535 +574,536 +306%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$39.5M 645,343 +303,608 +89%
HighTower Advisors
9
HighTower Advisors
Illinois
$38.8M 635,560 +167,439 +36%
LPL Financial
10
LPL Financial
California
$36.5M 597,136 +428,859 +255%
PWA
11
Peterson Wealth Advisors
Utah
$34M 555,607 +45,261 +9%
UBS Group
12
UBS Group
Switzerland
$33M 539,019 +240,211 +80%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$32.2M 527,050 +486,215 +1,191%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$29.3M 478,905 +478,905 New
CPC
15
Consolidated Planning Corp
Georgia
$25.7M 420,226 +34,224 +9%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$21M 343,256 +89,742 +35%
RJA
17
Raymond James & Associates
Florida
$19.3M 315,893 +233,895 +285%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$18.9M 309,338 +190,042 +159%
MML Investors Services
19
MML Investors Services
Massachusetts
$17.5M 286,817 +12,100 +4%
SWM
20
SK Wealth Management
Rhode Island
$16.7M 267,064 +267,064 New
LWL
21
Leo Wealth LLC
Texas
$14.4M 236,184 +132,082 +127%
PP
22
Patten & Patten
Tennessee
$14.4M 235,837 +30,885 +15%
CTC
23
Central Trust Company
Missouri
$14.4M 235,184 +37,360 +19%
PCMC
24
Private Capital Management (Colorado)
Colorado
$13.3M 216,926 -8,218 -4%
Mariner
25
Mariner
Kansas
$13.2M 216,373 +173,642 +406%