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JPMorgan Diversified Return International Equity ETF

100 hedge funds and large institutions have $209M invested in JPMorgan Diversified Return International Equity ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

5% more funds holding

Funds holding: 95100 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less capital invested

Capital invested by funds: $231M → $209M (-$22.5M)

260.63% less ownership

Funds ownership: 327.9%67.27% (-261%)

Holders
100
Holders Change
+5
Holders Change %
+5.26%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
35
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$30.5M -$2.75M -48,517 -8%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$29.8M -$1.6M -28,271 -5%
Morgan Stanley
3
Morgan Stanley
New York
$16.6M -$925K -16,324 -5%
Cerity Partners
4
Cerity Partners
New York
$12.8M -$1.68M -29,666 -11%
Bank of America
5
Bank of America
North Carolina
$12.4M -$10.6M -187,027 -45%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$8.4M +$685K +12,092 +8%
SCM
7
Sterneck Capital Management
Missouri
$8.21M +$188K +3,316 +2%
LPL Financial
8
LPL Financial
California
$7.7M +$199K +3,507 +3%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$6.25M +$6.61M +116,719 New
JP Morgan Chase
10
JP Morgan Chase
New York
$6.16M +$1.03M +18,194 +19%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.83M +$742K +13,091 +14%
LA
12
LexAurum Advisors
Kansas
$5.32M +$502K +8,863 +10%
Raymond James Financial
13
Raymond James Financial
Florida
$5.14M +$5.44M +96,024 New
SC
14
Savoie Capital
Illinois
$5M
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$4.09M -$1.02M -18,052 -19%
WIA
16
Wealthedge Investment Advisors
New York
$2.94M +$3.11M +54,838 New
AF
17
Allworth Financial
California
$2.92M +$3.91K +69 +0.1%
Jane Street
18
Jane Street
New York
$2.91M +$2.74M +48,286 +806%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.01M +$39.8K +703 +2%
Citadel Advisors
20
Citadel Advisors
Florida
$1.94M +$2.06M +36,300 New
CW
21
CreativeOne Wealth
Kansas
$1.75M -$384K -6,768 -17%
Wells Fargo
22
Wells Fargo
California
$1.54M -$98.8K -1,743 -6%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.53M +$1.62M +28,574 New
SPIA
24
Steward Partners Investment Advisory
New York
$1.52M +$2.38K +42 +0.1%
EFMC
25
Empire Financial Management Company
New York
$1.18M +$20.1K +355 +2%

JPIN Hedge Fund Activity: Q4 2024 in Review

100 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q4 2024, worth a combined $209M — down 9.7% from $231M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JPIN positions and 7 closed out — a net gain of 8 holders — while 35 added to existing stakes and 30 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $6.61M. The largest seller was Bank of America, cutting an estimated $10.6M.

  • 100 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q4 2024, up from 95 in Q3 2024.
  • Funds reported $209M of JPMorgan Diversified Return International Equity ETF stock for Q4 2024, down 9.7% quarter-over-quarter.
  • 15 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q4 2024 and 7 closed out, a net change of +8 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q4 2024 was Focus Partners Wealth, an estimated $6.61M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q4 2024 was Bank of America, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2024.