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JPMorgan Diversified Return International Equity ETF

97 hedge funds and large institutions have $264M invested in JPMorgan Diversified Return International Equity ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 46 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more capital invested

Capital invested by funds: $231M → $264M (+$32.7M)

9% more funds holding

Funds holding: 8997 (+8)

5.89% more ownership

Funds ownership: 63.53%69.42% (+5.9%)

41% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 46

Holders
97
Holders Change
+8
Holders Change %
+8.99%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
27
Reduced
46
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$1.65M +$37.7K +731 +2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.42M +$48.6K +943 +4%
VAS
28
Valicenti Advisory Services
New York
$1.35M +$25.5K +494 +2%
EFMC
29
Empire Financial Management Company
New York
$1.32M -$205K -3,973 -14%
AC
30
AlphaCore Capital
California
$1.23M
SPIA
31
Steward Partners Investment Advisory
New York
$1.14M +$42.8K +831 +4%
GGS
32
Galvin Gaustad & Stein
Arizona
$1.03M -$227K -4,411 -19%
SCM
33
Stonehearth Capital Management
Massachusetts
$1.03M
AC
34
Apella Capital
Connecticut
$1.01M -$206K -3,996 -17%
RW
35
RVW Wealth
California
$964K -$34.6K -672 -4%
SFM
36
Signet Financial Management
New Jersey
$905K -$1.49K -29 -0.2%
KAS
37
Kestra Advisory Services
Texas
$899K -$88.8K -1,724 -9%
CCA
38
Cobblestone Capital Advisors
New York
$865K
Ameriprise
39
Ameriprise
Minnesota
$858K -$38.6K -750 -5%
SWM
40
Spire Wealth Management
Virginia
$840K -$134K -2,604 -14%
DWP
41
Daymark Wealth Partners
Ohio
$703K -$1.34M -25,933 -67%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$658K -$269K -5,220 -30%
RF
43
RHS Financial
California
$654K +$620K +12,037 New
VF
44
Vawter Financial
Ohio
$608K -$25.8K -500 -4%
FCFC
45
First Commonwealth Financial Corp
Pennsylvania
$607K -$31.1K -604 -5%
HWA
46
HHM Wealth Advisors
Tennessee
$580K -$282K -5,477 -34%
SF
47
Synovus Financial
Georgia
$565K +$5.67K +110 +1%
CAN
48
Cetera Advisor Networks
California
$491K -$52.5K -1,018 -10%
LPAM
49
Lodestar Private Asset Management
California
$472K -$3.14K -61 -0.7%
KCM
50
Kathmere Capital Management
Pennsylvania
$460K +$2.37K +46 +0.5%

JPIN Hedge Fund Activity: Q4 2023 in Review

97 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q4 2023, worth a combined $264M — up 14% from $231M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JPIN positions and 4 closed out — a net gain of 8 holders — while 27 added to existing stakes and 46 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.3M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $4.43M.

  • 97 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q4 2023, up from 89 in Q3 2023.
  • Funds reported $264M of JPMorgan Diversified Return International Equity ETF stock for Q4 2023, up 14% quarter-over-quarter.
  • 12 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q4 2023 and 4 closed out, a net change of +8 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $16.3M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q4 2023 was Wealth Enhancement Advisory Services, an estimated $4.43M sold.

Based on aggregated 13F filings for Q4 2023.