Public ownership evidence

JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) Ownership Disclosures

Read HOLA insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

JPMorgan International Hedged Equity Laddered Overlay ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Beacon Pointe Advisors, LLC
Report period
2026-06-30
Available
2026-08-19
Reported shares
4,472
Value (USD)
$247,621
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001042
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read HOLA fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read HOLA fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Beacon Pointe Advisors, LLC2026-06-302026-08-194,472$247,621None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1815,482$857,011None
Equitable Holdings, Inc.2026-06-302026-08-183,731$206,591None
OSAIC HOLDINGS, INC.2026-06-302026-08-1586,555$4,792,539None
JANE STREET GROUP, LLC2026-06-302026-08-1548,938$2,709,766None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15645$35,715None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1542,285$2,341,380None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15174,477$9,662,741None
ROYAL BANK OF CANADA2026-06-302026-08-1555,495$3,073,000None
CITADEL ADVISORS LLC2026-06-302026-08-154,725$261,630None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-158,701$481,787None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-153,318$183,722None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1520,552$1,137,993None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152,552$141,308None
Mariner, LLC2026-06-302026-08-144,248$235,218None
Creative Planning2026-06-302026-08-145,283$292,519None
United Community Bank2026-06-302026-08-142,169$120,101None
MORGAN STANLEY2026-06-302026-08-14882$48,838None
Integrated Wealth Concepts LLC2026-06-302026-08-132,924$161,904None
Cetera Investment Advisers2026-06-302026-08-1350,817$2,813,808None
Baird Financial Group, Inc.2026-06-302026-08-1325,990$1,439,103None
Focus Partners Wealth2026-06-302026-08-1350,377$2,789,435None
STIFEL FINANCIAL CORP2026-06-302026-08-137,489$414,679None
JPMORGAN CHASE & CO2026-06-302026-08-13251$13,876None
JPMORGAN CHASE & CO2026-06-302026-08-1337,262$2,056,341None
Tradition Wealth Management, LLC2026-06-302026-08-1211,429$632,840None
Stratos Wealth Partners, LTD.2026-06-302026-08-127,380$408,641None
Alaska Permanent Capital Management, LLC2026-06-302026-08-124,584$253,791None
Alaska Wealth Advisors, LLC2026-06-302026-08-1210,478$580,189None
GREAT VALLEY ADVISOR GROUP, INC.2026-06-302026-08-1121,727$1,203,023None
Strategic Wealth Advisors LLC2026-06-302026-08-085,052$263,000None
LPL Financial LLC2026-06-302026-08-08166,008$9,192,109None
MML INVESTORS SERVICES, LLC2026-06-302026-08-085,833$322,990None
Valmark Advisers, Inc.2026-06-302026-08-07156,010$8,638,475None
Capital Analysts, LLC2026-06-302026-08-063,665$203,000None
Capital Analysts, LLC2026-06-302026-08-062,009$111,000None
Retirement Planning Group, LLC2026-06-302026-08-0622,531$1,247,573None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-044,434$245,517None
FOUNDERS FINANCIAL SECURITIES LLC2026-06-302026-08-01184,895$10,237,919None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-318,643$479,000None
High Net Worth Advisory Group LLC2026-06-302026-07-303,782$209,415None
Ashton Thomas Private Wealth, LLC2026-06-302026-07-30593$32,835None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3034,313$1,899,955None
Sterling Investment Advisors, Ltd.2026-06-302026-07-29107,733$5,965,313None
KESTRA PRIVATE WEALTH SERVICES, LLC2026-06-302026-07-2913,311$737,031None
Independent Wealth Advisors LLC2026-06-302026-07-2892,692$5,132,495None
Private Advisor Group, LLC2026-06-302026-07-28212,735$11,779,434None
Investment Partners Asset Management, Inc.2026-06-302026-07-2523,538$1,303,315None
Strategic Blueprint, LLC2026-06-302026-07-244,813$266,485None
Oak Wealth Advisors LLC2026-06-302026-07-237,577$419,549None

90-day public filing window, up to 50 source positions.

Beacon Pointe Advisors, LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗AMERIPRISE FINANCIAL INC ↗AMERIPRISE FINANCIAL INC ↗AMERIPRISE FINANCIAL INC ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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