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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
KCM
51
Kathmere Capital Management
Pennsylvania
$425K +$138K +2,641 +46%
MMM
52
Mendel Money Management
Illinois
$405K +$6.64K +127 +2%
MML Investors Services
53
MML Investors Services
Massachusetts
$383K -$4.6K -88 -1%
IWN
54
Independent Wealth Network
Iowa
$359K +$9.31K +178 +3%
WFAG
55
Worth Financial Advisory Group
North Carolina
$346K +$33.6K +642 +10%
AWM
56
Apollon Wealth Management
South Carolina
$339K -$23.4K -447 -6%
Stifel Financial
57
Stifel Financial
Missouri
$301K -$9.36K -179 -3%
Comerica Bank
58
Comerica Bank
Texas
$294K +$305K +5,824 New
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$240K -$24.1K -460 -9%
AAS
60
Avantax Advisory Services
Texas
$240K -$1.57K -30 -0.6%
KPWS
61
Kestra Private Wealth Services
Texas
$236K +$2.41K +46 +1%
LNC
62
Lincoln National Corp
Pennsylvania
$220K -$44.8K -857 -16%
SFS
63
Security Financial Services
Indiana
$218K +$226K +4,317 New
Citigroup
64
Citigroup
New York
$214K -$12.9K -246 -5%
US Bancorp
65
US Bancorp
Minnesota
$213K
BCI
66
Brinker Capital Investments
Pennsylvania
$212K -$21.7K -415 -9%
OPS
67
Orion Portfolio Solutions
Nebraska
$212K -$21.7K -415 -9%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$165K +$15.1K +289 +10%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$156K -$8.47K -162 -5%
HPC
70
HM Payson & Co
Maine
$101K -$115K -2,200 -52%
RMC
71
Resources Management Corp
Connecticut
$101K
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$79.2K -$31.3K -598 -28%
CAL
73
Capital Analysts LLC
Pennsylvania
$76K +$21.7K +414 +38%
FFA
74
Farther Finance Advisors
California
$71.8K +$74.3K +1,420 New
ST
75
Smithfield Trust
Pennsylvania
$43K

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.