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JPMorgan Diversified Return International Equity ETF

90 hedge funds and large institutions have $564M invested in JPMorgan Diversified Return International Equity ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less capital invested

Capital invested by funds: $601M → $564M (-$36.7M)

6.79% less ownership

Funds ownership: 78.1%71.31% (-6.8%)

9% less funds holding

Funds holding: 9990 (-9)

22% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 41

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
90
Holders Change
-9
Holders Change %
-9.09%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
7
Increased
32
Reduced
41
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$1.64M +$461K +8,924 +40%
GGS
27
Galvin Gaustad & Stein
Arizona
$1.28M -$92.6K -1,794 -7%
RW
28
RVW Wealth
California
$1.24M -$319K -6,177 -21%
VAS
29
Valicenti Advisory Services
New York
$1.2M -$121K -2,336 -9%
SPIA
30
Steward Partners Investment Advisory
New York
$1.02M -$143K -2,769 -12%
SCM
31
Stonehearth Capital Management
Massachusetts
$1.01M -$8.6M -166,508 -90%
KAS
32
Kestra Advisory Services
Texas
$992K -$302K -5,847 -24%
Ameriprise
33
Ameriprise
Minnesota
$892K -$72.2K -1,399 -8%
SFM
34
Signet Financial Management
New Jersey
$884K -$14.2K -275 -2%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$878K -$723 -14 -0.1%
HWA
36
HHM Wealth Advisors
Tennessee
$862K +$28.8K +558 +4%
CCA
37
Cobblestone Capital Advisors
New York
$847K -$580K -11,235 -41%
SWM
38
Spire Wealth Management
Virginia
$826K +$661K +12,807 +429%
FCFC
39
First Commonwealth Financial Corp
Pennsylvania
$795K -$90.3K -1,749 -10%
SDWMA
40
Schneider Downs Wealth Management Advisors
Pennsylvania
$789K +$23.8K +461 +3%
SF
41
Synovus Financial
Georgia
$644K -$103K -2,001 -14%
VF
42
Vawter Financial
Ohio
$628K -$15.3K -296 -2%
WANY
43
Wealthspire Advisors (New York)
New York
$578K -$385K -7,458 -40%
CAN
44
Cetera Advisor Networks
California
$566K -$45.2K -875 -7%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$556K -$67.4K -1,306 -11%
HighTower Advisors
46
HighTower Advisors
Illinois
$528K -$106K -2,063 -17%
LPAM
47
Lodestar Private Asset Management
California
$494K -$111K -2,145 -18%
FTUS
48
Flow Traders U.S.
New York
$452K -$130K -2,514 -23%
MML Investors Services
49
MML Investors Services
Massachusetts
$424K -$9.6K -186 -2%
TC
50
Trilogy Capital
California
$424K -$582K -11,269 -58%

JPIN Hedge Fund Activity: Q1 2023 in Review

90 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q1 2023, worth a combined $564M — down 6.1% from $601M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of JPIN and 7 opened new positions — a net loss of 6 holders — while 41 trimmed existing stakes and 32 added.

The largest buyer was Citadel Advisors, adding an estimated $1.09M. The largest seller was Stonehearth Capital Management, cutting an estimated $8.6M.

  • 90 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q1 2023, down from 99 in Q4 2022.
  • Funds reported $564M of JPMorgan Diversified Return International Equity ETF stock for Q1 2023, down 6.1% quarter-over-quarter.
  • 7 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q1 2023 and 13 closed out, a net change of -6 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q1 2023 was Citadel Advisors, an estimated $1.09M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q1 2023 was Stonehearth Capital Management, an estimated $8.6M sold.

Based on aggregated 13F filings for Q1 2023.