JPM Intll HDG Eq LDDR OvrlyHOLAETF
13F holders, Q2 2026 (June 30)51holders +1
5new positions
2sold out
1famous investor
$55.36avg. 13F price*
At the end of Q2 2026, 51 institutions reported holding JPM Intll HDG Eq LDDR Ovrly (HOLA) in their 13F filings, up 1 from Q1 2026. 5 opened new positions and 2 sold out. The largest holders were Cary Street Partners Financial LLC ($20.1M), Ameriprise Financial Inc. ($12.0M) and Security National Bank ($11.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPM Intll HDG Eq LDDR Ovrly
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q2 2026)
- CUSIP
- 46654Q591
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $12.5M |
| Exits | 2 | $211K |
All 13F filers, Q1 2026 → Q2 2026: 426,855 shares bought and 590,574 shares sold, net −163,719 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Cary Street Partners Financial LLC | 0.44% | Add +38.8% | 362,634 | $20.1M |
| Ameriprise Financial Inc. | 0.00% | Add +1.7% | 217,407 | $12.0M |
| Security National Bank | 1.42% | Reduce -17.5% | 214,519 | $11.9M |
| Private Advisor Group, LLC | 0.05% | New | 212,735 | $11.8M |
| Founders Financial Securities LLC | 0.52% | Reduce -0.5% | 184,895 | $10.2M |
| LPL Financial LLC | 0.00% | Add +14.7% | 166,008 | $9.2M |
| Valmark Advisers, Inc. | 0.09% | Add +9.7% | 156,010 | $8.6M |
| Merit Financial Group, LLC | 0.05% | Reduce -10.5% | 140,014 | $7.8M |
| Sterling Investment Advisors, Ltd. | 1.00% | Add +3.1% | 107,733 | $6.0M |
| Independent Wealth Advisors LLC | 4.64% | Add +7.6% | 92,692 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.2% | 86,555 | $4.8M |
| Farther Finance Advisors, LLC | 0.03% | Add +5.5% | 71,472 | $4.0M |
| Royal Bank of Canada | 0.00% | Reduce -82.2% | 55,495 | $3.1M |
| Cetera Investment Advisers | 0.00% | Add +11.1% | 50,817 | $2.8M |
| Focus Partners Wealth | 0.00% | Reduce -0.3% | 50,377 | $2.8M |
| Jane Street Group, LLC | 0.00% | Reduce -13.8% | 48,938 | $2.7M |
| Cary Street Partners Investment Advisory LLC | 0.45% | Add +43.8% | 39,934 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Add +38.8% | 37,513 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.1% | 34,313 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Add +0.1% | 25,990 | $1.4M |
| Investment Partners Asset Management, Inc. | 0.73% | Reduce -1.4% | 23,538 | $1.3M |
| Wells Fargo & Company | 0.00% | Reduce -25.1% | 23,104 | $1.3M |
| Retirement Planning Group, LLC | 0.03% | Reduce -53.2% | 22,531 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -3.3% | 21,727 | $1.2M |
| United Capital Financial Advisors, LLC | 0.00% | Add +256.8% | 15,482 | $857K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -14.8% | 13,311 | $737K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.4% | 12,019 | $666K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -4.7% | 11,429 | $633K |
| Alaska Wealth Advisors, LLC | 0.06% | No change | 10,478 | $580K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.2% | 8,643 | $479K |
| Oak Wealth Advisors LLC | 0.20% | Add +76.3% | 7,577 | $420K |
| Stifel Financial Corp. | 0.00% | Add +17.8% | 7,489 | $415K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +28.8% | 7,380 | $409K |
| MML Investors Services, LLC | 0.00% | Add +16.4% | 5,833 | $323K |
| Capital Analysts, LLC | 0.01% | Reduce -5.6% | 5,674 | $314K |
| TCFG Investment Advisors, LLC | 0.10% | No change | 5,263 | $293K |
| Creative Planning | 0.00% | Reduce -28.9% | 5,283 | $293K |
| Strategic Blueprint, LLC | 0.01% | No change | 4,813 | $266K |
| Strategic Wealth Advisors LLC | 0.22% | No change | 5,052 | $263K |
| Citadel Advisors | 0.00% | Reduce -44.7% | 4,725 | $262K |
| Alaska Permanent Capital Management, LLC | 0.02% | No change | 4,584 | $254K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 4,472 | $248K |
| Envestnet Asset Management Inc. | 0.00% | New | 4,434 | $246K |
| Mariner, LLC | 0.00% | Reduce -98.0% | 4,248 | $235K |
| High Net Worth Advisory Group LLC | 0.04% | New | 3,782 | $209K |
| Equitable Holdings, Inc. | 0.00% | Reduce -11.6% | 3,731 | $207K |
| IFP Advisors, Inc | 0.00% | Add +100.0% | 2,964 | $164K |
| United Community Bank | 0.04% | No change | 2,169 | $120K |
| Morgan Stanley | 0.00% | No change | 882 | $49K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 593 | $33K |
| Longview Financial Advisors LLC | 0.01% | No change | 226 | $13K |
"% of holder's portfolio" is HOLA's weight in each manager's 13F, not the share of JPM Intll HDG Eq LDDR Ovrly the manager owns.