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JPMorgan Hedged Equity Laddered Overlay ETF

295 hedge funds and large institutions have $2.28B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 51 reducing their positions, and 17 closing their positions.

Holders
295
Holders Change
+22
Holders Change %
+8.06%
% of All Funds
4.01%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.39%
New
47
Increased
176
Reduced
51
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$178M 2,976,745 +518,084 +21%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$134M 2,241,631 +703,364 +46%
LPL Financial
3
LPL Financial
California
$117M 1,958,754 +765,200 +64%
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$113M 1,894,647 +509,058 +37%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$90.5M 1,515,962 +547,444 +57%
Raymond James Financial
6
Raymond James Financial
Florida
$86.6M 1,450,934 +279,421 +24%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$83.8M 1,404,053 +372,471 +36%
Bank of America
8
Bank of America
North Carolina
$80.2M 1,343,067 +1,343,067 New
CFS
9
CGC Financial Services
Oregon
$63M 1,055,367 +16,657 +2%
Legacy Financial Group (Iowa)
10
Legacy Financial Group (Iowa)
Iowa
$54.7M 915,803 +20,324 +2%
HighTower Advisors
11
HighTower Advisors
Illinois
$48.7M 816,832 +73,487 +10%
UBS Group
12
UBS Group
Switzerland
$47M 786,797 +91,536 +13%
GI
13
Gradient Investments
Minnesota
$46.7M 782,660 -401,501 -34%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$40.1M 671,608 +77,350 +13%
DWM
15
Dynasty Wealth Management
Florida
$37.9M 634,984 -390,647 -38%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$35.4M 592,581 +282,890 +91%
PWA
17
Peterson Wealth Advisors
Utah
$33M 578,595 -19,678 -3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$30.7M 514,800 +12,680 +3%
CPC
19
Consolidated Planning Corp
Georgia
$28.1M 471,034 +23,170 +5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$27.5M 460,701 +44,860 +11%
MML Investors Services
21
MML Investors Services
Massachusetts
$25.5M 428,043 +96,551 +29%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$24.2M 405,109 -956,147 -70%
LC
23
Legacy CG
Texas
$23M 386,114 +112,899 +41%
CFG
24
Carr Financial Group
Massachusetts
$22.4M 374,679 +15,299 +4%
NEWAS
25
N.E.W. Advisory Services
Wisconsin
$22.3M 374,226 +202,086 +117%