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JPMorgan Diversified Return International Equity ETF

113 hedge funds and large institutions have $715M invested in JPMorgan Diversified Return International Equity ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

22% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 37

12% more funds holding

Funds holding: 101113 (+12)

8.93% more ownership

Funds ownership: 76.28%85.22% (+8.9%)

7% more capital invested

Capital invested by funds: $667M → $715M (+$47.9M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
113
Holders Change
+12
Holders Change %
+11.88%
% of All Funds
1.98%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
19
Increased
45
Reduced
37
Closed
5
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
$263M +$19.5M +312,558 +8%
UBS Group
2
UBS Group
Switzerland
$45.6M -$1.1M -17,649 -2%
CW
3
CreativeOne Wealth
Kansas
$39.4M -$1.38M -22,037 -3%
WANY
4
Wealthspire Advisors (New York)
New York
$33M +$34.2M +547,116 New
LWA
5
Lenox Wealth Advisors
New York
$33M +$497K +7,945 +1%
Morgan Stanley
6
Morgan Stanley
New York
$30.6M -$1.28M -20,408 -4%
Osaic Holdings
7
Osaic Holdings
Arizona
$29.9M +$1.33M +21,324 +5%
Bank of America
8
Bank of America
North Carolina
$20.8M +$538K +8,596 +3%
EPM
9
Elm Partners Management
Pennsylvania
$20.1M +$20M +319,898 New
RW
10
RVW Wealth
California
$15M +$664K +10,613 +4%
CPO
11
Cerity Partners OCIO
New York
$14.7M -$848K -13,566 -5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$12.3M +$2.3M +36,788 +22%
SCM
13
Stonehearth Capital Management
Massachusetts
$12.3M -$290K -4,636 -2%
GM
14
GeoWealth Management
Illinois
$11.4M -$2.26M -36,130 -16%
Ameriprise
15
Ameriprise
Minnesota
$11.2M +$585K +9,355 +5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$11.2M +$423K +6,767 +4%
DE
17
Day & Ennis
Georgia
$7.55M +$30.9K +494 +0.4%
SCM
18
Sterneck Capital Management
Missouri
$7.29M +$52.5K +839 +0.7%
LA
19
LexAurum Advisors
Kansas
$6.28M +$182K +2,911 +3%
CAG
20
Crestwood Advisors Group
Massachusetts
$5.8M -$417K -6,660 -6%
LPL Financial
21
LPL Financial
California
$5.58M +$2K +32 +0%
QA
22
Quantitative Advantage
Minnesota
$4.96M +$596K +9,535 +13%
AC
23
Apella Capital
Connecticut
$4.44M +$899K +14,375 +24%
Jane Street
24
Jane Street
New York
$3.69M +$3.83M +61,165 New
OMC
25
Old Mission Capital
Illinois
$3.4M +$986K +15,768 +39%

JPIN Hedge Fund Activity: Q3 2021 in Review

113 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q3 2021, worth a combined $715M — up 7.2% from $667M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new JPIN positions and 5 closed out — a net gain of 14 holders — while 45 added to existing stakes and 37 trimmed.

The largest buyer was Wealthspire Advisors (New York), opening a new position worth an estimated $34.2M. The largest seller was Choice Wealth Advisors, cutting an estimated $12.7M.

  • 113 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q3 2021, up from 101 in Q2 2021.
  • Funds reported $715M of JPMorgan Diversified Return International Equity ETF stock for Q3 2021, up 7.2% quarter-over-quarter.
  • 19 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q3 2021 and 5 closed out, a net change of +14 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q3 2021 was Wealthspire Advisors (New York), an estimated $34.2M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q3 2021 was Choice Wealth Advisors, an estimated $12.7M sold.

Based on aggregated 13F filings for Q3 2021.