JPMorgan Diversified Return International Equity ETF
JPIN
99 hedge funds and large institutions have $601M invested in JPMorgan Diversified Return International Equity ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 21 increasing their positions, 47 reducing their positions, and 11 closing their positions.
100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 11
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
17% more capital invested
Capital invested by funds: $514M → $601M (+$87.1M)
11% more funds holding
Funds holding: 89 → 99 (+10)
1.05% less ownership
Funds ownership: 79.15% → 78.1% (-1%)
55% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$27.7M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.02M |
| 3 |
Goldman Sachs
New York
|
+$1.53M |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$1.41M |
| 5 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WANY
Wealthspire Advisors (New York)
New York
|
-$22.2M |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
-$5.94M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.82M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$2.27M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JMPWA
101
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$471K | -11,003 | Closed |
|
|
AP
102
Appleton Partners
Boston,
Massachusetts
| – | -$421K | -9,825 | Closed |
|
|
FA
103
FDx Advisors
Chicago,
Illinois
| – | -$237K | -5,536 | Closed |
|
|
ICP
104
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| – | -$237K | -5,536 | Closed |
|
|
MA
105
MUFG Americas
New York
| – | -$120K | -2,803 | Closed |
|
|
PFA
106
Professional Financial Advisors
North Platte,
Nebraska
| – | -$44K | -1,026 | Closed |
|
107
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$20K | -458 | Closed |
|
|
EIP
108
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$8K | -200 | Closed |
|
|
JWBC
109
John W. Brooker & Co
Oakland,
California
| – | -$4K | -100 | Closed |
|
JPIN Hedge Fund Activity: Q4 2022 in Review
99 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q4 2022, worth a combined $601M — up 17% from $514M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new JPIN positions and 11 closed out — a net gain of 11 holders — while 21 added to existing stakes and 47 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $27.7M. The largest seller was Wealthspire Advisors (New York), cutting an estimated $22.2M.
- 99 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q4 2022, up from 89 in Q3 2022.
- Funds reported $601M of JPMorgan Diversified Return International Equity ETF stock for Q4 2022, up 17% quarter-over-quarter.
- 22 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q4 2022 and 11 closed out, a net change of +11 holders.
- The largest JPMorgan Diversified Return International Equity ETF buyer in Q4 2022 was Wealth Enhancement Advisory Services, an estimated $27.7M added.
- The largest JPMorgan Diversified Return International Equity ETF seller in Q4 2022 was Wealthspire Advisors (New York), an estimated $22.2M sold.
Based on aggregated 13F filings for Q4 2022.