HOLA β€” JPMORGAN INTERNATIONAL HEDGED EQUITY LADDERED OVERLAY ETF

Ownership history in CARY STREET PARTNERS FINANCIAL LLC  Β·  2 quarters on record

AI Ownership Summary

CARY STREET PARTNERS FINANCIAL LLC reported JPMORGAN INTERNATIONAL HEDGED EQUITY LADDERED OVERLAY ETF (HOLA) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.34% in 2025 Q4. The latest visible filing shows HOLA at 0.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HOLA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CARY STREET PARTNERS FINANCIAL LLC's position in JPMORGAN INTERNATIONAL HEDGED EQUITY LADDERED OVERLAY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HOLA was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HOLA stock page CARY STREET PARTNERS FINANCIAL LLC fund profile CARY STREET PARTNERS FINANCIAL LLC full holdings
How CARY STREET PARTNERS FINANCIAL LLC held HOLA β€” position size vs. price
% of Fund (quarterly)    HOLA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 263,222 +125,206 +90.7% 0.34% $13.8M 2026-02-14 (Est.) $54.69
2025 Q3 INITIATED 138,016 β€” β€” 0.18% $7.1M 2025-11-10 $50.99

🏒 Other funds also holding HOLA

As of 2025 Q4 β€” sorted by position size

Sterling Investment Advisors, Ltd. 3Y 7Y 0.95% Investment Partners Asset Management, Inc. 0.76% FOUNDERS FINANCIAL SECURITIES LLC 3Y 7Y 0.66% CARY STREET PARTNERS INVESTMENT ADVISORY LLC 3Y 7Y 0.3% Financially in Tune, LLC 0.22% Merit Financial Group, LLC 3Y 7Y 0.1% Valmark Advisers, Inc. 3Y 7Y 0.09% Alaska Wealth Advisors, LLC 3Y 7Y 0.07% Tradition Wealth Management, LLC 3Y 0.04% Farther Finance Advisors, LLC 0.04%

FAQ About CARY STREET PARTNERS FINANCIAL LLC and HOLA

These are the practical questions this page is built to answer before you even open the full history table.

How long has CARY STREET PARTNERS FINANCIAL LLC reported owning HOLA?

CARY STREET PARTNERS FINANCIAL LLC reported HOLA across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported HOLA position in CARY STREET PARTNERS FINANCIAL LLC's portfolio?

The largest reported portfolio weight for HOLA was 0.34% in 2025 Q4.

What is the latest reported HOLA position on this page?

The most recent filing on this page is 2025 Q4, when CARY STREET PARTNERS FINANCIAL LLC reported 263,222 shares, equal to 0.34% of portfolio, with an estimated market value of $13.8M.

What does the chart on this HOLA ownership page compare?

The chart compares CARY STREET PARTNERS FINANCIAL LLC's quarterly HOLA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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