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JPMorgan Diversified Return International Equity ETF

113 hedge funds and large institutions have $1.24B invested in JPMorgan Diversified Return International Equity ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 30

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

5% more capital invested

Capital invested by funds: $1.18B → $1.24B (+$60.7M)

2% more funds holding

Funds holding: 111113 (+2)

1.29% more ownership

Funds ownership: 76.15%77.44% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
113
Holders Change
+2
Holders Change %
+1.8%
% of All Funds
2.58%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
17
Increased
54
Reduced
30
Closed
13
Calls
$315K
Puts
Net Calls
+$315K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$194M +$26.9M +465,913 +16%
Morgan Stanley
2
Morgan Stanley
New York
$95.4M +$4.58M +79,251 +5%
CPO
3
Cerity Partners OCIO
New York
$92.9M +$7.83M +135,466 +9%
UBS Group
4
UBS Group
Switzerland
$83.9M +$5.95M +102,889 +8%
BCI
5
Brinker Capital Investments
Pennsylvania
$79M +$2.47M +42,755 +3%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$73.8M +$12M +207,792 +17%
Bank of America
7
Bank of America
North Carolina
$47.6M -$3.9M -67,422 -8%
Wells Fargo
8
Wells Fargo
California
$46M -$1.35M -23,389 -3%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$44.5M -$6.24M -107,996 -12%
JP Morgan Chase
10
JP Morgan Chase
New York
$37M +$699K +12,091 +2%
TC
11
Trilogy Capital
California
$32.1M +$1.23M +21,218 +4%
AIM
12
Astor Investment Management
Illinois
$30.7M +$3.12M +53,887 +11%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$27.6M +$776K +13,423 +3%
LPL Financial
14
LPL Financial
California
$26.5M +$3.85M +66,620 +17%
GFPC
15
Global Financial Private Capital
Florida
$25.7M -$3.67M -63,544 -13%
LWA
16
Lenox Wealth Advisors
New York
$24.6M +$2.6M +45,044 +12%
NA
17
Nottingham Advisors
New York
$23.9M -$4.31M -74,586 -15%
CW
18
CreativeOne Wealth
Kansas
$22.9M +$2.48M +42,951 +12%
FWM
19
Frontier Wealth Management
Missouri
$18.7M +$89.9K +1,555 +0.5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$14.7M -$541K -9,353 -4%
BPB
21
Badgley, Phelps & Bell
Washington
$13.9M +$13.8M +238,326 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$13.7M +$700K +12,100 +5%
CFA
23
Carroll Financial Associates
North Carolina
$12.3M +$529K +9,145 +5%
AF
24
Allworth Financial
California
$12.3M +$1.82M +31,401 +18%
Jane Street
25
Jane Street
New York
$9.73M -$11.3M -195,197 -54%

JPIN Hedge Fund Activity: Q3 2018 in Review

113 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q3 2018, worth a combined $1.24B — up 5.2% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new JPIN positions and 13 closed out — a net gain of 4 holders — while 54 added to existing stakes and 30 trimmed.

The largest buyer was Ameriprise, adding an estimated $26.9M. The largest seller was Bouchey Financial Group, exiting entirely with an estimated $12.7M sold.

  • 113 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q3 2018, up from 111 in Q2 2018.
  • Funds reported $1.24B of JPMorgan Diversified Return International Equity ETF stock for Q3 2018, up 5.2% quarter-over-quarter.
  • 17 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q3 2018 and 13 closed out, a net change of +4 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q3 2018 was Ameriprise, an estimated $26.9M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q3 2018 was Bouchey Financial Group, an estimated $12.7M sold.

Based on aggregated 13F filings for Q3 2018.