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JPMorgan Diversified Return International Equity ETF

102 hedge funds and large institutions have $666M invested in JPMorgan Diversified Return International Equity ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

2.41% more ownership

Funds ownership: 79.53%81.94% (+2.4%)

1% more capital invested

Capital invested by funds: $660M → $666M (+$5.49M)

8% less funds holding

Funds holding: 111102 (-9)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

Holders
102
Holders Change
-9
Holders Change %
-8.11%
% of All Funds
1.61%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
5
Increased
42
Reduced
37
Closed
12
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
$287M +$14.8M +257,252 +5%
Jane Street
2
Jane Street
New York
$45.6M +$44.8M +781,279 +3,059%
UBS Group
3
UBS Group
Switzerland
$42M +$406K +7,080 +1%
CW
4
CreativeOne Wealth
Kansas
$40.4M -$4.29M -74,812 -9%
LWA
5
Lenox Wealth Advisors
New York
$31.8M +$608K +10,597 +2%
Morgan Stanley
6
Morgan Stanley
New York
$23.4M -$1.31M -22,909 -5%
Bank of America
7
Bank of America
North Carolina
$19.8M +$97.6K +1,701 +0.5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$18M +$4.5M +78,398 +33%
CPO
9
Cerity Partners OCIO
New York
$14.2M +$624K +10,879 +5%
GM
10
GeoWealth Management
Illinois
$13.7M +$1.77M +30,783 +15%
RW
11
RVW Wealth
California
$12.2M -$840K -14,655 -6%
SCM
12
Stonehearth Capital Management
Massachusetts
$10.8M -$642K -11,191 -6%
SCM
13
Sterneck Capital Management
Missouri
$8.01M +$883K +15,397 +12%
DE
14
Day & Ennis
Georgia
$7.15M -$81.6K -1,423 -1%
Osaic Holdings
15
Osaic Holdings
Arizona
$6.61M -$17.9M -312,042 -63%
Citadel Advisors
16
Citadel Advisors
Florida
$6.57M +$4.96M +86,507 +290%
QA
17
Quantitative Advantage
Minnesota
$5.31M +$363K +6,328 +7%
OMC
18
Old Mission Capital
Illinois
$5.14M +$5.22M +91,044 New
LPL Financial
19
LPL Financial
California
$4.84M -$249K -4,343 -5%
LA
20
LexAurum Advisors
Kansas
$3.87M -$3.14M -54,819 -44%
GW
21
GW & Wade
Massachusetts
$3.17M +$216K +3,763 +7%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.16M +$94.2K +1,642 +3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.83M -$5.33K -93 -0.2%
CAG
24
Crestwood Advisors Group
Massachusetts
$2.82M -$1.83M -31,958 -39%
AF
25
Allworth Financial
California
$2.48M +$40.3K +703 +2%

JPIN Hedge Fund Activity: Q1 2022 in Review

102 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q1 2022, worth a combined $666M — up 0.83% from $660M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of JPIN and 5 opened new positions — a net loss of 7 holders — while 37 trimmed existing stakes and 42 added.

The largest buyer was Jane Street, adding an estimated $44.8M. The largest seller was Osaic Holdings, cutting an estimated $17.9M.

  • 102 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q1 2022, down from 111 in Q4 2021.
  • Funds reported $666M of JPMorgan Diversified Return International Equity ETF stock for Q1 2022, up 0.83% quarter-over-quarter.
  • 5 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q1 2022 and 12 closed out, a net change of -7 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q1 2022 was Jane Street, an estimated $44.8M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q1 2022 was Osaic Holdings, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2022.