BMCM
HOLA

Bryn Mawr Capital Management’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

Bryn Mawr Capital Management’s Portfolio HOLA Stock Details HOLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,057
Closed -$264K – 471
2025
Q4 		$264K Buy
5,057
+11
+0.2% +$576 0.01% 372
2025
Q3 		$260K Buy
+5,046
New +$255K 0.01% 372

Other funds holding HOLA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Bryn Mawr Capital Management's HOLA Position: Q1 2026 in Review

Bryn Mawr Capital Management sold out of JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) in Q1 2026, closing a stake of 5,057 shares — an estimated $264K sold.

Bryn Mawr Capital Management first reported a position in HOLA in Q3 2025 and held it in 2 quarters. The position peaked at $264K in Q4 2025. 50 funds tracked by Wall St. Rank hold HOLA as of Q1 2026.

  • Bryn Mawr Capital Management reported no remaining JPMorgan International Hedged Equity Laddered Overlay ETF position as of Q1 2026 after selling out during the quarter.
  • Bryn Mawr Capital Management sold 5,057 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $264K.
  • Bryn Mawr Capital Management first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and held it in 2 quarters.
  • Bryn Mawr Capital Management's JPMorgan International Hedged Equity Laddered Overlay ETF position peaked at $264K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q1 2026, filed 4 May 2026.