We are live on ! Find out more
JPIN icon

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
MMM
51
Mendel Money Management
Illinois
$413K +$20.3K +394 +5%
IWN
52
Independent Wealth Network
Iowa
$368K +$2.94K +57 +0.8%
Stifel Financial
53
Stifel Financial
Missouri
$325K -$258 -5 -0.1%
NAM
54
NorthCrest Asset Manangement
Minnesota
$315K +$311K +6,021 New
WFAG
55
Worth Financial Advisory Group
North Carolina
$311K +$11.1K +215 +4%
SCA
56
Snowden Capital Advisors
New York
$311K +$1.55K +30 +0.5%
FFG
57
Frisch Financial Group
New York
$275K +$774 +15 +0.3%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$269K -$671 -13 -0.3%
AAS
59
Avantax Advisory Services
Texas
$247K -$34.3K -664 -12%
KPWS
60
Kestra Private Wealth Services
Texas
$243K +$240K +4,647 New
Citigroup
61
Citigroup
New York
$241K +$15.6K +302 +7%
US Bancorp
62
US Bancorp
Minnesota
$221K +$73K +1,414 +50%
HPC
63
HM Payson & Co
Maine
$220K
HFG
64
Heron Financial Group
New York
$214K -$4.44K -86 -2%
EBA
65
Eagle Bay Advisors
New York
$180K +$178K +3,446 New
AAS
66
Ameritas Advisory Services
Nebraska
$160K +$157K +3,048 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$156K +$101K +1,953 +191%
SFC
68
SYM Financial Corp
Indiana
$150K +$4.59K +89 +3%
JP Morgan Chase
69
JP Morgan Chase
New York
$119K +$54.3K +1,052 +85%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$87.5K -$15.2K -294 -15%
CAL
71
Capital Analysts LLC
Pennsylvania
$55K -$182K -3,523 -77%
BAM
72
Belpointe Asset Management
Nevada
$53.7K +$52 +1 +0.1%
FCA
73
Fortis Capital Advisors
Kansas
$53.7K +$52 +1 +0.1%
ST
74
Smithfield Trust
Pennsylvania
$45K +$44K +852 New
EWA
75
EP Wealth Advisors
California
$43.4K +$516K +10,000 New

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.