We are live on ! Find out more
JPIN icon

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
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$439K -$56K -1,087 -12%
MMM
52
Mendel Money Management
Illinois
$429K -$6.08K -118 -1%
BAM
53
Bellevue Asset Management
Washington
$427K -$2.15M -41,801 -84%
SFS
54
Security Financial Services
Indiana
$392K +$149K +2,898 +67%
WFAG
55
Worth Financial Advisory Group
North Carolina
$391K +$17.6K +342 +5%
SC
56
Schiavi & Co
Delaware
$384K +$365K +7,076 New
3IP
57
3Chopt Investment Partners
Virginia
$371K +$351K +6,821 New
AWM
58
Apollon Wealth Management
South Carolina
$354K -$9.28K -180 -3%
LNC
59
Lincoln National Corp
Pennsylvania
$324K +$83.3K +1,616 +37%
WANY
60
Wealthspire Advisors (New York)
New York
$320K -$320K -6,203 -51%
IWN
61
Independent Wealth Network
Iowa
$308K -$73.9K -1,435 -20%
MML Investors Services
62
MML Investors Services
Massachusetts
$293K -$113K -2,188 -29%
Stifel Financial
63
Stifel Financial
Missouri
$291K -$31.1K -604 -10%
Comerica Bank
64
Comerica Bank
Texas
$285K -$29.9K -580 -10%
MWA
65
MN Wealth Advisors
Kansas
$279K +$265K +5,137 New
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$261K +$2.63K +51 +1%
KPWS
67
Kestra Private Wealth Services
Texas
$261K +$6.29K +122 +3%
NA
68
NewEdge Advisors
Louisiana
$225K +$218K +4,237 New
Citigroup
69
Citigroup
New York
$207K -$21.5K -418 -10%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$177K
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$142K -$25.1K -488 -16%
HPC
72
HM Payson & Co
Maine
$109K
RMC
73
Resources Management Corp
Connecticut
$95K -$12.9K -250 -13%
CAL
74
Capital Analysts LLC
Pennsylvania
$83K +$2.01K +39 +3%
FFA
75
Farther Finance Advisors
California
$77.1K

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.