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
EWA
76
EverSource Wealth Advisors
Alabama
$70.4K +$66.8K +1,297 New
ST
77
Smithfield Trust
Pennsylvania
$46K
SFC
78
SYM Financial Corp
Indiana
$45.8K
BCMLT
79
Beacon Capital Management LLC (Tennessee)
Tennessee
$32K
AssetMark Inc
80
AssetMark Inc
California
$28.7K +$27.1K +526 +17,533%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$28.1K +$14.7K +285 +122%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$27K +$25.6K +496 New
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$22K +$21.1K +410 New
AA
84
Ancora Advisors
Ohio
$21.7K -$2.78K -54 -12%
CIAS
85
Capital Investment Advisory Services
North Carolina
$18.8K
FFA
86
Founders Financial Alliance
North Carolina
$18.2K
EWM
87
EPG Wealth Management
Georgia
$17.3K +$412 +8 +3%
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$14.8K -$66.6K -1,293 -83%
GM
89
GeoWealth Management
Illinois
$11K -$24K -465 -69%
US Bancorp
90
US Bancorp
Minnesota
$8.64K -$209K -4,058 -96%
TSWM
91
Tyler-Stone Wealth Management
Ohio
$4.89K
ASN
92
Advisory Services Network
Georgia
$4.78K +$4.53K +88 New
FFA
93
Frazier Financial Advisors
Ohio
$3.75K +$3.56K +69 New
PA
94
Parallel Advisors
California
$2.19K +$52 +1 +3%
ACA
95
Aptus Capital Advisors
Alabama
$1.63K -$1.55K -30 -50%
GWANC
96
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.63K -$1.55K -30 -50%
FAM
97
Family Asset Management
South Carolina
$435 +$412 +8 New
AAS
98
Avantax Advisory Services
Texas
-$240K -4,740 Closed
BCI
99
Brinker Capital Investments
Pennsylvania
-$212K -4,197 Closed
OPS
100
Orion Portfolio Solutions
Nebraska
-$212K -4,197 Closed

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.