We are live on ! Find out more
JPIN icon

JPMorgan Diversified Return International Equity ETF

144 hedge funds and large institutions have $1.23B invested in JPMorgan Diversified Return International Equity ETF in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

2% more funds holding

Funds holding: 141144 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

5% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 56

1.2% less ownership

Funds ownership: 78.27%77.06% (-1.2%)

9% less capital invested

Capital invested by funds: $1.35B → $1.23B (-$121M)

Holders
144
Holders Change
+3
Holders Change %
+2.13%
% of All Funds
3.13%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
20
Increased
53
Reduced
56
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$175M +$3.97M +72,435 +2%
CPO
2
Cerity Partners OCIO
New York
$112M +$8.51M +155,235 +8%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$100M +$25.5M +465,159 +34%
Morgan Stanley
4
Morgan Stanley
New York
$73.1M -$3.51M -64,071 -5%
Bank of America
5
Bank of America
North Carolina
$49.7M +$821K +14,978 +2%
UBS Group
6
UBS Group
Switzerland
$48.4M -$779K -14,215 -2%
CAG
7
Crestwood Advisors Group
Massachusetts
$46.3M +$611K +11,144 +1%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$35.6M +$7.35M +134,216 +26%
RIG
9
RiverFront Investment Group
Virginia
$35M -$77.7M -1,418,862 -69%
CW
10
CreativeOne Wealth
Kansas
$34.1M +$5.4M +98,605 +19%
PFG
11
Pacific Financial Group
Washington
$31.7M
TC
12
Trilogy Capital
California
$31M +$761K +13,895 +2%
LWA
13
Lenox Wealth Advisors
New York
$25.1M +$1.12M +20,381 +5%
LPL Financial
14
LPL Financial
California
$23.6M +$6.06M +110,600 +34%
AA
15
Ancora Advisors
Ohio
$21.8M -$83.7K -1,528 -0.4%
RJA
16
Raymond James & Associates
Florida
$21.5M -$27.7M -505,922 -56%
Jane Street
17
Jane Street
New York
$20.1M +$17.1M +312,988 +567%
FWM
18
Frontier Wealth Management
Missouri
$15.6M -$1.06M -19,428 -6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$14.7M +$7.51M +137,084 +103%
NA
20
Nottingham Advisors
New York
$14M -$5.75M -104,852 -29%
Citadel Advisors
21
Citadel Advisors
Florida
$13.9M +$6.8M +124,125 +95%
TIA
22
Traphagen Investment Advisors
New Jersey
$13M +$407K +7,429 +3%
AssetMark Inc
23
AssetMark Inc
California
$12.9M +$2.81M +51,339 +28%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$12.8M +$731K +13,340 +6%
BPB
25
Badgley, Phelps & Bell
Washington
$12.6M +$334K +6,101 +3%

JPIN Hedge Fund Activity: Q2 2019 in Review

144 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q2 2019, worth a combined $1.23B — down 8.9% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JPIN positions and 15 closed out — a net gain of 5 holders — while 53 added to existing stakes and 56 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $25.5M. The largest seller was RiverFront Investment Group, cutting an estimated $77.7M.

  • 144 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q2 2019, up from 141 in Q1 2019.
  • Funds reported $1.23B of JPMorgan Diversified Return International Equity ETF stock for Q2 2019, down 8.9% quarter-over-quarter.
  • 20 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q2 2019 and 15 closed out, a net change of +5 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q2 2019 was Wealth Enhancement Advisory Services, an estimated $25.5M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q2 2019 was RiverFront Investment Group, an estimated $77.7M sold.

Based on aggregated 13F filings for Q2 2019.