We are live on ! Find out more
JPIN icon

JPMorgan Diversified Return International Equity ETF

116 hedge funds and large institutions have $727M invested in JPMorgan Diversified Return International Equity ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

17% more capital invested

Capital invested by funds: $624M → $727M (+$103M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

8.34% more ownership

Funds ownership: 67.78%76.12% (+8.3%)

2% more funds holding

Funds holding: 114116 (+2)

29% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 51

Holders
116
Holders Change
+2
Holders Change %
+1.75%
% of All Funds
2.05%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
13
Increased
36
Reduced
51
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$221M +$14.3M +261,632 +8%
UBS Group
2
UBS Group
Switzerland
$56.6M -$639K -11,680 -1%
CW
3
CreativeOne Wealth
Kansas
$41.1M -$2.28M -41,719 -6%
RIG
4
RiverFront Investment Group
Virginia
$32.4M -$569K -10,396 -2%
Morgan Stanley
5
Morgan Stanley
New York
$31.3M -$4.06M -74,137 -12%
CAG
6
Crestwood Advisors Group
Massachusetts
$30.4M +$4.08M +74,670 +17%
LWA
7
Lenox Wealth Advisors
New York
$29.5M +$215K +3,927 +0.8%
Osaic Holdings
8
Osaic Holdings
Arizona
$21.9M +$1.09M +19,888 +6%
Bank of America
9
Bank of America
North Carolina
$20.6M +$29.2K +534 +0.2%
CPO
10
Cerity Partners OCIO
New York
$17M -$509K -9,314 -3%
RJA
11
Raymond James & Associates
Florida
$15.2M -$176K -3,214 -1%
Ameriprise
12
Ameriprise
Minnesota
$14.1M -$967K -17,679 -7%
GM
13
GeoWealth Management
Illinois
$12.7M +$1.15M +21,066 +11%
RW
14
RVW Wealth
California
$12M +$652K +11,926 +6%
Jane Street
15
Jane Street
New York
$11.5M -$4.63M -84,586 -30%
SCM
16
Stonehearth Capital Management
Massachusetts
$11.4M +$4.4M +80,406 +69%
CWA
17
Choice Wealth Advisors
Maine
$11.1M +$10.4M +190,942 New
DFG
18
DWM Financial Group
Illinois
$9.75M +$528K +9,651 +6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$9.67M +$363K +6,636 +4%
Citadel Advisors
20
Citadel Advisors
Florida
$8.17M +$5.91M +108,134 +336%
BFG
21
Berger Financial Group
Minnesota
$7.97M +$7.49M +136,881 New
DE
22
Day & Ennis
Georgia
$7.66M -$502K -9,174 -7%
LPL Financial
23
LPL Financial
California
$7.04M -$534K -9,769 -7%
SCM
24
Sterneck Capital Management
Missouri
$6.34M +$39.6K +724 +0.7%
LA
25
LexAurum Advisors
Kansas
$5.73M +$99.9K +1,826 +2%

JPIN Hedge Fund Activity: Q4 2020 in Review

116 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q4 2020, worth a combined $727M — up 17% from $624M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JPIN positions and 10 closed out — a net gain of 3 holders — while 36 added to existing stakes and 51 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $14.3M. The largest seller was Integrated Wealth Concepts, cutting an estimated $6.29M.

  • 116 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q4 2020, up from 114 in Q3 2020.
  • Funds reported $727M of JPMorgan Diversified Return International Equity ETF stock for Q4 2020, up 17% quarter-over-quarter.
  • 13 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q4 2020 and 10 closed out, a net change of +3 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q4 2020 was Wealth Enhancement Advisory Services, an estimated $14.3M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q4 2020 was Integrated Wealth Concepts, an estimated $6.29M sold.

Based on aggregated 13F filings for Q4 2020.