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JPMorgan Diversified Return International Equity ETF

89 hedge funds and large institutions have $231M invested in JPMorgan Diversified Return International Equity ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.47% less ownership

Funds ownership: 64%63.53% (-0.47%)

5% less funds holding

Funds holding: 9489 (-5)

19% less capital invested

Capital invested by funds: $286M → $231M (-$54.7M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

50% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 48

Holders
89
Holders Change
-5
Holders Change %
-5.32%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
24
Reduced
48
Closed
9
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
$41.7M +$10.5M +201,400 +32%
UBS Group
2
UBS Group
Switzerland
$33.5M -$4.6M -87,895 -12%
Bank of America
3
Bank of America
North Carolina
$21.1M -$482K -9,223 -2%
Morgan Stanley
4
Morgan Stanley
New York
$15.9M -$200K -3,818 -1%
Cerity Partners
5
Cerity Partners
New York
$15.4M -$728K -13,920 -4%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$7.41M +$124K +2,372 +2%
LPL Financial
7
LPL Financial
California
$6.43M +$537K +10,273 +9%
JP Morgan Chase
8
JP Morgan Chase
New York
$6.24M +$5.97M +114,095 +1,213%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.09M +$1.92M +36,659 +44%
SCM
10
Sterneck Capital Management
Missouri
$5.71M -$90.4K -1,729 -2%
GW
11
GW & Wade
Massachusetts
$5.46M +$1.62K +31 +0%
DE
12
Day & Ennis
Georgia
$4.02M -$125K -2,393 -3%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.84M -$1.4M -26,679 -26%
LA
14
LexAurum Advisors
Kansas
$3.68M -$5.02K -96 -0.1%
OMC
15
Old Mission Capital
Illinois
$3.25M -$3.31M -63,291 -50%
FTUS
16
Flow Traders U.S.
New York
$3.12M -$115K -2,203 -3%
CW
17
CreativeOne Wealth
Kansas
$3.08M -$22.2M -424,449 -87%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.65M +$154K +2,952 +6%
BAM
19
Bellevue Asset Management
Washington
$2.51M -$39K -746 -1%
AF
20
Allworth Financial
California
$2.44M +$75.2K +1,437 +3%
Citadel Advisors
21
Citadel Advisors
Florida
$2.29M -$19.3M -369,457 -89%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.19M -$35.7K -682 -2%
RJA
23
Raymond James & Associates
Florida
$2.09M +$28.2K +540 +1%
DWP
24
Daymark Wealth Partners
Ohio
$1.96M +$2.03M +38,871 New
Wells Fargo
25
Wells Fargo
California
$1.5M +$64.3K +1,230 +4%

JPIN Hedge Fund Activity: Q3 2023 in Review

89 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q3 2023, worth a combined $231M — down 19% from $286M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JPIN and 5 opened new positions — a net loss of 4 holders — while 48 trimmed existing stakes and 24 added.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $10.5M. The largest seller was CreativeOne Wealth, cutting an estimated $22.2M.

  • 89 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q3 2023, down from 94 in Q2 2023.
  • Funds reported $231M of JPMorgan Diversified Return International Equity ETF stock for Q3 2023, down 19% quarter-over-quarter.
  • 5 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q3 2023 and 9 closed out, a net change of -4 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $10.5M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q3 2023 was CreativeOne Wealth, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2023.