JPM Intll HDG Eq LDDR OvrlyHOLAETF

13F holders, Q4 2025 (December 31)
47holders +8
10new positions
5sold out
$52.24avg. 13F price*

At the end of Q4 2025, 47 institutions reported holding JPM Intll HDG Eq LDDR Ovrly (HOLA) in their 13F filings, up 8 from Q3 2025. 10 opened new positions and 5 sold out. The largest holders were Royal Bank of Canada ($15.8M), Security National Bank ($14.7M) and Cary Street Partners Financial LLC ($13.8M).

Company
JPM Intll HDG Eq LDDR Ovrly
Filed as
J P MORGAN EXCHANGE TRADED F (Q4 2025)
CUSIP
46654Q591
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q3 2025: 39Q3 2025Q4 2025: 47Q4 2025Q1 2026: 50Q1 2026Q2 2026: 51Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions10$23.9M
Exits5$2.3M

All 13F filers, Q3 2025 → Q4 2025: 780,392 shares bought and 183,672 shares sold, net +596,720 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 47 holders
Royal Bank of Canada 0.00% Add +0.0% 301,837 $15.8M
Security National Bank 2.12% New 281,899 $14.7M
Cary Street Partners Financial LLC 0.34% Add +90.7% 263,222 $13.8M
Merit Financial Group, LLC 0.10% Reduce -35.1% 244,689 $12.8M
Founders Financial Securities LLC 0.66% Add +2.0% 214,112 $11.2M
Ameriprise Financial Inc. 0.00% Add +2.5% 199,276 $10.4M
Mariner, LLC 0.01% Add +10.8% 187,591 $9.8M
Valmark Advisers, Inc. 0.09% Reduce -0.4% 133,179 $7.0M
LPL Financial LLC 0.00% Add +20.3% 127,323 $6.7M
Sterling Investment Advisors, Ltd. 0.95% Add +20.3% 98,677 $5.2M
Independent Wealth Advisors LLC 4.40% — 80,765 $4.2M
Cetera Investment Advisers 0.00% Add +3.2% 80,404 $4.2M
Osaic Holdings, Inc. 0.01% Add +231.9% 77,682 $4.1M
Jane Street Group, LLC 0.00% Add +207.8% 74,047 $3.9M
Farther Finance Advisors, LLC 0.04% New 70,788 $3.7M
Focus Partners Wealth 0.00% New 52,561 $2.7M
Commonwealth Equity Services, LLC 0.00% Add +6.6% 38,122 $2.0M
Baird Financial Group, Inc. 0.00% No change 25,997 $1.4M
Great Valley Advisor Group, Inc. 0.03% Add +79.9% 25,253 $1.3M
Investment Partners Asset Management, Inc. 0.76% Reduce -0.4% 23,508 $1.2M
Cary Street Partners Investment Advisory LLC 0.30% New 21,233 $1.1M
Wells Fargo & Company 0.00% Add +37.1% 20,533 $1.1M
Kestra Private Wealth Services, LLC 0.01% Add +0.5% 15,615 $816K
Tradition Wealth Management, LLC 0.04% Add +3.0% 11,997 $627K
Alaska Wealth Advisors, LLC 0.07% Add +56.1% 10,478 $547K
JPMorgan Chase & Co. 0.00% New 10,294 $538K
Raymond James Financial Inc. 0.00% New 8,404 $439K
Creative Planning 0.00% Reduce -1.4% 7,876 $411K
Stifel Financial Corp. 0.00% Add +11.8% 5,744 $300K
MML Investors Services, LLC 0.00% New 5,309 $277K
Bryn Mawr Trust Advisors, LLC 0.01% Add +0.2% 5,057 $264K
Strategic Wealth Advisors LLC 0.22% — 5,052 $263K
Cambridge Investment Research Advisors, Inc. 0.00% Add +7.0% 5,015 $262K
Capital Analysts, LLC 0.01% Add +29.0% 4,729 $247K
Alaska Permanent Capital Management, LLC 0.02% Add +3.0% 4,584 $240K
Financially in Tune, LLC 0.22% — 4,472 $234K
United Capital Financial Advisors, LLC 0.00% New 4,339 $228K
Focus Partners Advisor Solutions, LLC 0.00% No change 3,858 $202K
Kestra Advisory Services, LLC 0.00% New 2,306 $120K
United Community Bank 0.04% No change 2,169 $113K
IFP Advisors, Inc 0.00% Add +3.0% 1,482 $77K
UBS Group AG 0.00% Reduce -94.6% 279 $15K
Morgan Stanley 0.00% Reduce -11.5% 269 $14K
Flagship Harbor Advisors, LLC 0.00% New 231 $12K
Longview Financial Advisors LLC 0.01% Reduce -59.3% 226 $12K
Realta Investment Advisors 0.00% No change 146 $8K
Whittier Trust Co. of Nevada Inc. 0.00% No change 75 $4K

"% 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.