We are live on ! Find out more
JPIN icon

JPMorgan Diversified Return International Equity ETF

97 hedge funds and large institutions have $264M invested in JPMorgan Diversified Return International Equity ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 46 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more capital invested

Capital invested by funds: $231M → $264M (+$32.7M)

9% more funds holding

Funds holding: 8997 (+8)

5.89% more ownership

Funds ownership: 63.53%69.42% (+5.9%)

41% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 46

Holders
97
Holders Change
+8
Holders Change %
+8.99%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
27
Reduced
46
Closed
4
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
$40.2M -$4.43M -85,901 -10%
UBS Group
2
UBS Group
Switzerland
$36.1M +$121K +2,351 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$34.3M +$16.3M +316,254 +100%
Bank of America
4
Bank of America
North Carolina
$21.3M -$1.3M -25,140 -6%
Cerity Partners
5
Cerity Partners
New York
$16.4M -$75.3K -1,461 -0.5%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$7.65M -$298K -5,785 -4%
LPL Financial
7
LPL Financial
California
$6.8M -$109K -2,107 -2%
Citadel Advisors
8
Citadel Advisors
Florida
$6.65M +$3.97M +77,110 +171%
SCM
9
Sterneck Capital Management
Missouri
$6.32M +$172K +3,336 +3%
GW
10
GW & Wade
Massachusetts
$5.53M -$322K -6,251 -6%
FTUS
11
Flow Traders U.S.
New York
$5.21M +$1.76M +34,240 +56%
MI
12
Mango Investments
Colorado
$5.07M +$4.81M +93,330 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.06M -$1.41M -27,390 -23%
JP Morgan Chase
14
JP Morgan Chase
New York
$4.87M -$1.74M -33,850 -27%
DE
15
Day & Ennis
Georgia
$4.36M +$44.6K +865 +1%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.18M +$49.2K +954 +1%
LA
17
LexAurum Advisors
Kansas
$4.09M +$131K +2,543 +3%
Jane Street
18
Jane Street
New York
$3.29M +$1.89M +36,674 +153%
AF
19
Allworth Financial
California
$2.81M +$179K +3,476 +7%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.79M -$56.9K -1,105 -2%
OMC
21
Old Mission Capital
Illinois
$2.49M -$954K -18,522 -29%
CW
22
CreativeOne Wealth
Kansas
$2.33M -$923K -17,916 -29%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.23M -$114K -2,222 -5%
RJA
24
Raymond James & Associates
Florida
$2.12M -$122K -2,359 -6%
TC
25
Trilogy Capital
California
$2.04M +$1.49M +28,939 +336%

JPIN Hedge Fund Activity: Q4 2023 in Review

97 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q4 2023, worth a combined $264M — up 14% from $231M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JPIN positions and 4 closed out — a net gain of 8 holders — while 27 added to existing stakes and 46 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.3M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $4.43M.

  • 97 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q4 2023, up from 89 in Q3 2023.
  • Funds reported $264M of JPMorgan Diversified Return International Equity ETF stock for Q4 2023, up 14% quarter-over-quarter.
  • 12 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q4 2023 and 4 closed out, a net change of +8 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $16.3M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q4 2023 was Wealth Enhancement Advisory Services, an estimated $4.43M sold.

Based on aggregated 13F filings for Q4 2023.