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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.

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 Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$153M 2,458,661 +53,390 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$95.4M 1,538,267 +144,949 +10%
FMWA
3
Forvis Mazars Wealth Advisors
Missouri
$86M 1,385,589 +418,404 +43%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$84.5M 1,361,256 +1,018,000 +297%
LPL Financial
5
LPL Financial
California
$74M 1,193,554 +596,418 +100%
GI
6
Gradient Investments
Minnesota
$73.5M 1,184,161 -444,444 -27%
Raymond James Financial
7
Raymond James Financial
Florida
$72.7M 1,171,513 +1,171,513 New
CFS
8
CGC Financial Services
Oregon
$64.4M 1,038,710 -6,538 -0.6%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$64M 1,031,582 +150,479 +17%
DWM
10
Dynasty Wealth Management
Florida
$63.6M 1,025,631 +1,025,631 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$60.1M 968,518 +205,983 +27%
SWP
12
Sagespring Wealth Partners
Tennessee
$59M 951,140 +951,140 New
Legacy Financial Group (Iowa)
13
Legacy Financial Group (Iowa)
Iowa
$55.6M 895,479 +812,471 +979%
HighTower Advisors
14
HighTower Advisors
Illinois
$46.1M 743,345 +107,785 +17%
UBS Group
15
UBS Group
Switzerland
$43.1M 695,261 +156,242 +29%
PWA
16
Peterson Wealth Advisors
Utah
$37.3M 598,273 +42,666 +8%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$36.9M 594,258 +67,208 +13%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$31.2M 502,120 -143,223 -22%
CPC
19
Consolidated Planning Corp
Georgia
$27.8M 447,864 +27,638 +7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$25.8M 415,841 +106,503 +34%
CFG
21
Carr Financial Group
Massachusetts
$22.3M 359,380 +175,083 +95%
MML Investors Services
22
MML Investors Services
Massachusetts
$20.6M 331,492 +44,675 +16%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$19.2M 309,691 +165,099 +114%
CTC
24
Central Trust Company
Missouri
$17.8M 286,430 +51,246 +22%
SWM
25
SK Wealth Management
Rhode Island
$17.2M 277,694 +10,630 +4%