JPM Intll HDG Eq LDDR OvrlyHOLAETF
13F holders, Q1 2026 (March 31)50holders +3
7new positions
5sold out
1famous investor
$52.68avg. 13F price*
At the end of Q1 2026, 50 institutions reported holding JPM Intll HDG Eq LDDR Ovrly (HOLA) in their 13F filings, up 3 from Q4 2025. 7 opened new positions and 5 sold out. The largest holders were Royal Bank of Canada ($16.4M), Cary Street Partners Financial LLC ($13.7M) and Security National Bank ($13.7M). 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 (Q1 2026)
- CUSIP
- 46654Q591
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.3M |
| Exits | 5 | $415K |
All 13F filers, Q4 2025 → Q1 2026: 223,887 shares bought and 208,913 shares sold, net +14,974 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Royal Bank of Canada | 0.00% | Add +3.1% | 311,169 | $16.4M |
| Cary Street Partners Financial LLC | 0.34% | Reduce -0.8% | 261,232 | $13.7M |
| Security National Bank | 1.99% | Reduce -7.8% | 260,015 | $13.7M |
| Ameriprise Financial Inc. | 0.00% | Add +7.3% | 213,771 | $11.2M |
| Mariner, LLC | 0.01% | Add +10.6% | 207,386 | $10.9M |
| Founders Financial Securities LLC | 0.57% | Reduce -13.2% | 185,779 | $10.0M |
| Merit Financial Group, LLC | 0.06% | Reduce -36.0% | 156,489 | $8.2M |
| LPL Financial LLC | 0.00% | Add +13.6% | 144,691 | $7.6M |
| Valmark Advisers, Inc. | 0.09% | Add +6.8% | 142,210 | $7.5M |
| Sterling Investment Advisors, Ltd. | 1.00% | Add +5.9% | 104,538 | $5.5M |
| Osaic Holdings, Inc. | 0.01% | Add +20.0% | 93,223 | $4.9M |
| Independent Wealth Advisors LLC | 4.45% | Add +6.7% | 86,158 | $4.5M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -4.3% | 67,754 | $3.6M |
| Jane Street Group, LLC | 0.00% | Reduce -23.3% | 56,781 | $3.0M |
| Focus Partners Wealth | 0.00% | Reduce -3.9% | 50,517 | $2.7M |
| Retirement Planning Group, LLC | 0.08% | New | 48,135 | $2.5M |
| Cetera Investment Advisers | 0.00% | Reduce -43.1% | 45,755 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.0% | 40,426 | $2.1M |
| Wells Fargo & Company | 0.00% | Add +50.2% | 30,838 | $1.6M |
| Cary Street Partners Investment Advisory LLC | 0.37% | Add +30.8% | 27,772 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +162.7% | 27,037 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.1% | 25,959 | $1.4M |
| Investment Partners Asset Management, Inc. | 0.78% | Add +1.6% | 23,872 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -11.0% | 22,475 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 15,615 | $821K |
| Raymond James Financial Inc. | 0.00% | Add +43.6% | 12,066 | $635K |
| Tradition Wealth Management, LLC | 0.04% | No change | 11,997 | $631K |
| Alaska Wealth Advisors, LLC | 0.07% | No change | 10,478 | $551K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +72.7% | 8,659 | $455K |
| Citadel Advisors | 0.00% | New | 8,544 | $449K |
| Creative Planning | 0.00% | Reduce -5.7% | 7,426 | $391K |
| Stifel Financial Corp. | 0.00% | Add +10.7% | 6,358 | $334K |
| Capital Analysts, LLC | 0.01% | Add +27.1% | 6,008 | $316K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 5,731 | $301K |
| TCFG Wealth Management, LLC | 0.10% | New | 5,263 | $278K |
| TCFG Investment Advisors, LLC | 0.10% | — | 5,263 | $278K |
| Strategic Wealth Advisors LLC | 0.21% | No change | 5,052 | $265K |
| MML Investors Services, LLC | 0.00% | Reduce -5.6% | 5,010 | $264K |
| Strategic Blueprint, LLC | 0.01% | New | 4,813 | $253K |
| Alaska Permanent Capital Management, LLC | 0.02% | No change | 4,584 | $241K |
| Financially in Tune, LLC | 0.20% | No change | 4,472 | $235K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 4,339 | $228K |
| Oak Wealth Advisors LLC | 0.12% | New | 4,299 | $226K |
| Equitable Holdings, Inc. | 0.00% | New | 4,219 | $222K |
| Focus Partners Advisor Solutions, LLC | 0.00% | No change | 3,858 | $203K |
| United Community Bank | 0.04% | No change | 2,169 | $114K |
| IFP Advisors, Inc | 0.00% | No change | 1,482 | $78K |
| Morgan Stanley | 0.00% | Add +227.9% | 882 | $46K |
| Longview Financial Advisors LLC | 0.01% | No change | 226 | $12K |
| Realta Investment Advisors | 0.00% | No change | 146 | $8K |
"% 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.