JPM Intll HDG Eq LDDR OvrlyHOLA ETF 13F holders, Q3 2025 (September 30) 39 holders
$51.60 avg. 13F price*
At the end of Q3 2025 , 39 institutions reported holding JPM Intll HDG Eq LDDR Ovrly (HOLA) in their 13F filings. The largest holders were Merit Financial Group, LLC ($19.4M), Royal Bank of Canada ($15.6M) and Founders Financial Securities LLC ($10.8M).
Company JPM Intll HDG Eq LDDR Ovrly
Filed as J P MORGAN EXCHANGE TRADED F (Q3 2025)
CUSIP 46654Q591
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q3 2025 Institutions Total Value New Positions 39 $107.1M Exits 0 $0
Ownership 39 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Merit Financial Group, LLC 0.18% New 376,862 $19.4M Royal Bank of Canada 0.00% New 301,832 $15.6M Founders Financial Securities LLC 0.74% New 209,929 $10.8M Ameriprise Financial Inc. 0.00% New 194,366 $10.1M Mariner, LLC 0.01% New 169,267 $8.7M Cary Street Partners Financial LLC 0.18% New 138,016 $7.1M Valmark Advisers, Inc. 0.09% New 133,769 $6.9M LPL Financial LLC 0.00% New 105,820 $5.5M Sterling Investment Advisors, Ltd. 0.82% New 82,028 $4.2M Cetera Investment Advisers 0.00% New 77,927 $4.0M Commonwealth Equity Services, LLC 0.00% New 35,772 $1.8M StoneX Group Inc. 0.08% New 35,282 $1.8M Baird Financial Group, Inc. 0.00% New 25,997 $1.3M Jane Street Group, LLC 0.00% New 24,061 $1.2M Investment Partners Asset Management, Inc. 0.80% New 23,597 $1.2M Osaic Holdings, Inc. 0.00% New 23,408 $1.2M Kestra Private Wealth Services, LLC 0.01% New 15,536 $801K Wells Fargo & Company 0.00% New 14,974 $772K Great Valley Advisor Group, Inc. 0.01% New 14,034 $724K Tradition Wealth Management, LLC 0.04% New 11,645 $601K Creative Planning 0.00% New 7,991 $412K Alaska Wealth Advisors, LLC 0.05% New 6,711 $346K UBS Group AG 0.00% New 5,161 $266K Stifel Financial Corp. 0.00% New 5,137 $265K Bryn Mawr Trust Advisors, LLC 0.01% New 5,046 $260K Cambridge Investment Research Advisors, Inc. 0.00% New 4,689 $242K TCFG Wealth Management, LLC 0.09% New 4,623 $239K Alaska Permanent Capital Management, LLC 0.02% New 4,450 $230K Koshinski Asset Management, Inc. 0.01% New 3,949 $204K Focus Partners Advisor Solutions, LLC 0.00% New 3,858 $203K Capital Analysts, LLC 0.01% New 3,665 $189K United Community Bank 0.03% New 2,169 $112K Marshall & Sterling Wealth Advisors Inc. 0.05% New 1,584 $82K IFP Advisors, Inc 0.00% New 1,439 $74K Longview Financial Advisors LLC 0.02% New 555 $29K Morgan Stanley 0.00% New 304 $16K Realta Investment Advisors 0.00% New 146 $8K Whittier Trust Co. of Nevada Inc. 0.00% New 75 $4K FMR LLC 0.00% New 21 $1K
"% 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.