HOLA — JPM INTLL HDG EQ LDDR OVRLY
As of Q2 2026, 4 SEC-registered investment managers reported holding HOLA (JPM INTLL HDG EQ LDDR OVRLY) in their latest 13F filings, with a combined reported value of $3.66M across 66.22K shares. That is +64.5% by share count (+25.96K shares) versus the previous quarter, while reported value moved +72.8%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 37.51K | $2.07M | 0.00% | New |
| Wells Fargo & Co history | 23.10K | $1.28M | 0.00% | Reduce |
| Citadel Advisors history | 4.72K | $261.63K | 0.00% | Reduce |
| Morgan Stanley history | 882 | $48.84K | 0.00% | Hold |
Q1 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 30.84K | $1.62M | 0.00% | Add |
| Citadel Advisors history | 8.54K | $449.41K | 0.00% | New |
| Morgan Stanley history | 882 | $46.39K | 0.00% | Add |
Q4 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 20.53K | $1.07M | 0.00% | Add |
| JPMorgan Chase & Co history | 10.29K | $537.76K | 0.00% | New |
| UBS Group AG history | 279 | $14.57K | 0.00% | Reduce |
| Morgan Stanley history | 269 | $14.05K | 0.00% | Reduce |
Q3 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 14.97K | $772.23K | 0.00% | New |
| UBS Group AG history | 5.16K | $266.16K | 0.00% | New |
| Morgan Stanley history | 304 | $15.68K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 21 | $1.06K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 37.51K sh · $2.07M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| JPMorgan Chase & Co | 37.51K | — | 10.29K | — |
| Wells Fargo & Co | 23.10K | 30.84K | 20.53K | 14.97K |
| Citadel Advisors | 4.72K | 8.54K | — | — |
| Morgan Stanley | 882 | 882 | 269 | 304 |
| Fidelity Management & Research (FMR) | — | — | — | 21 |
| UBS Group AG | — | — | 279 | 5.16K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details