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JPMorgan Diversified Return International Equity ETF

89 hedge funds and large institutions have $231M invested in JPMorgan Diversified Return International Equity ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.47% less ownership

Funds ownership: 64%63.53% (-0.47%)

5% less funds holding

Funds holding: 9489 (-5)

19% less capital invested

Capital invested by funds: $286M → $231M (-$54.7M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

50% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 48

Holders
89
Holders Change
-5
Holders Change %
-5.32%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
24
Reduced
48
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFMC
26
Empire Financial Management Company
New York
$1.43M -$84.8K -1,622 -5%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.28M -$608K -11,633 -32%
VAS
28
Valicenti Advisory Services
New York
$1.24M +$35.7K +683 +3%
Jane Street
29
Jane Street
New York
$1.21M -$14.9M -285,598 -92%
GGS
30
Galvin Gaustad & Stein
Arizona
$1.18M +$41.5K +793 +4%
AC
31
Apella Capital
Connecticut
$1.16M -$10.8K -206 -0.9%
AC
32
AlphaCore Capital
California
$1.15M
SPIA
33
Steward Partners Investment Advisory
New York
$1.02M +$39.1K +748 +4%
SCM
34
Stonehearth Capital Management
Massachusetts
$954K -$11.6K -222 -1%
SWM
35
Spire Wealth Management
Virginia
$932K -$73.5K -1,406 -7%
RW
36
RVW Wealth
California
$931K -$63.8K -1,219 -6%
KAS
37
Kestra Advisory Services
Texas
$924K -$39.6K -757 -4%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$876K +$402K +7,695 +80%
SFM
39
Signet Financial Management
New Jersey
$844K -$3.98K -76 -0.5%
Ameriprise
40
Ameriprise
Minnesota
$837K -$132K -2,522 -13%
HWA
41
HHM Wealth Advisors
Tennessee
$816K -$18.8K -360 -2%
CCA
42
Cobblestone Capital Advisors
New York
$805K
WANY
43
Wealthspire Advisors (New York)
New York
$612K +$201K +3,839 +46%
FCFC
44
First Commonwealth Financial Corp
Pennsylvania
$595K -$174K -3,330 -22%
VF
45
Vawter Financial
Ohio
$591K -$4.55K -87 -0.7%
SF
46
Synovus Financial
Georgia
$520K -$17.5K -335 -3%
CAN
47
Cetera Advisor Networks
California
$508K -$22.9K -438 -4%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$463K -$27.4K -524 -5%
LPAM
49
Lodestar Private Asset Management
California
$443K -$18.8K -360 -4%
TC
50
Trilogy Capital
California
$436K +$10.5K +200 +2%

JPIN Hedge Fund Activity: Q3 2023 in Review

89 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q3 2023, worth a combined $231M — down 19% from $286M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JPIN and 5 opened new positions — a net loss of 4 holders — while 48 trimmed existing stakes and 24 added.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $10.5M. The largest seller was CreativeOne Wealth, cutting an estimated $22.2M.

  • 89 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q3 2023, down from 94 in Q2 2023.
  • Funds reported $231M of JPMorgan Diversified Return International Equity ETF stock for Q3 2023, down 19% quarter-over-quarter.
  • 5 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q3 2023 and 9 closed out, a net change of -4 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $10.5M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q3 2023 was CreativeOne Wealth, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2023.