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JPMorgan Diversified Return International Equity ETF

94 hedge funds and large institutions have $286M invested in JPMorgan Diversified Return International Equity ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

4% more funds holding

Funds holding: 9094 (+4)

7.31% less ownership

Funds ownership: 71.31%64% (-7.3%)

18% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 38

49% less capital invested

Capital invested by funds: $564M → $286M (-$279M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
94
Holders Change
+4
Holders Change %
+4.44%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
31
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$1.48M -$156K -2,941 -9%
VAS
27
Valicenti Advisory Services
New York
$1.23M +$45.7K +864 +4%
AC
28
Apella Capital
Connecticut
$1.2M +$1.22M +23,103 New
AC
29
AlphaCore Capital
California
$1.18M +$1.2M +22,657 New
GGS
30
Galvin Gaustad & Stein
Arizona
$1.17M -$103K -1,946 -8%
SWM
31
Spire Wealth Management
Virginia
$1.03M +$214K +4,047 +26%
RW
32
RVW Wealth
California
$1.02M -$218K -4,126 -17%
SPIA
33
Steward Partners Investment Advisory
New York
$1.01M +$1.48K +28 +0.1%
SCM
34
Stonehearth Capital Management
Massachusetts
$992K -$7.62K -144 -0.7%
KAS
35
Kestra Advisory Services
Texas
$988K +$3.65K +69 +0.4%
Ameriprise
36
Ameriprise
Minnesota
$981K +$133K +2,516 +15%
SFM
37
Signet Financial Management
New Jersey
$871K -$6.67K -126 -0.7%
HWA
38
HHM Wealth Advisors
Tennessee
$857K +$1.96K +37 +0.2%
CCA
39
Cobblestone Capital Advisors
New York
$827K -$13.8K -260 -2%
FCFC
40
First Commonwealth Financial Corp
Pennsylvania
$785K -$4.55K -86 -0.6%
VF
41
Vawter Financial
Ohio
$612K -$11.6K -220 -2%
SF
42
Synovus Financial
Georgia
$551K -$89.7K -1,694 -14%
CAN
43
Cetera Advisor Networks
California
$545K -$17.3K -327 -3%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$503K -$49.1K -927 -9%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$500K +$510K +9,631 New
JP Morgan Chase
46
JP Morgan Chase
New York
$489K +$377K +7,121 +312%
LPAM
47
Lodestar Private Asset Management
California
$473K -$17.6K -333 -4%
TC
48
Trilogy Capital
California
$450K +$16.7K +315 +4%
WANY
49
Wealthspire Advisors (New York)
New York
$429K -$148K -2,791 -25%
VF
50
Virtu Financial
New York
$412K +$420K +7,930 New

JPIN Hedge Fund Activity: Q2 2023 in Review

94 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q2 2023, worth a combined $286M — down 49% from $564M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JPIN positions and 7 closed out — a net gain of 5 holders — while 31 added to existing stakes and 38 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $20.1M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $327M.

  • 94 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q2 2023, up from 90 in Q1 2023.
  • Funds reported $286M of JPMorgan Diversified Return International Equity ETF stock for Q2 2023, down 49% quarter-over-quarter.
  • 12 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q2 2023 and 7 closed out, a net change of +5 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q2 2023 was Citadel Advisors, an estimated $20.1M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $327M sold.

Based on aggregated 13F filings for Q2 2023.