JPM Diversified Ret Intl EqJPINETF

13F holders, Q2 2026 (June 30)
108holders −6
8new positions
12sold out
1famous investor
$72.40avg. 13F price*

At the end of Q2 2026, 108 institutions reported holding JPM Diversified Ret Intl Eq (JPIN) in their 13F filings, down 6 from Q1 2026. 8 opened new positions and 12 sold out. The largest holders were UBS Group AG ($33.1M), Morgan Stanley ($22.7M) and Wealth Enhancement Advisory Services, LLC ($20.6M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
JPM Diversified Ret Intl Eq
Filed as
J P MORGAN EXCHANGE TRADED F (Q2 2026)
CUSIP
46641Q209
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 98Q1 2024Q2 2024: 97Q2 2024Q3 2024: 95Q3 2024Q4 2024: 100Q4 2024Q1 2025: 99Q1 2025Q2 2025: 105Q2 2025Q3 2025: 104Q3 2025Q4 2025: 107Q4 2025Q1 2026: 114Q1 2026Q2 2026: 108Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions8$20.3M
Exits12$8.7M

All 13F filers, Q1 2026 → Q2 2026: 358,218 shares bought and 370,069 shares sold, net −11,851 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 108 holders

UBS Group AG 0.01% Reduce -4.9% 457,583 $33.1M
Morgan Stanley 0.00% Add +0.5% 313,726 $22.7M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -2.0% 280,697 $20.6M
Cerity Partners LLC 0.02% Reduce -1.8% 204,172 $14.8M
Sterneck Capital Management, LLC 5.24% Reduce -1.8% 169,134 $12.2M
Captrust Financial Advisors 0.02% Add +3.4% 168,438 $12.2M
Focus Partners Wealth 0.01% Add +3.4% 126,310 $9.1M
Susquehanna International Group, LLP 0.01% Reduce -4.5% 117,809 $8.5M
Kingsview Wealth Management, LLC 0.10% New 115,977 $8.4M
Raymond James Financial Inc. 0.00% Reduce -6.3% 114,178 $8.3M
Osaic Holdings, Inc. 0.01% Add +18.1% 102,273 $7.4M
Royal Bank of Canada 0.00% Reduce -10.5% 92,614 $6.7M
LPL Financial LLC 0.00% Reduce -32.9% 91,976 $6.7M
Sanctuary Advisors, LLC 0.03% New 87,159 $6.3M
JPMorgan Chase & Co. 0.00% Reduce -7.6% 82,184 $6.0M
Bank of America Corp. 0.00% Reduce -58.0% 61,793 $4.5M
Allworth Financial LP 0.02% Reduce -0.7% 49,506 $3.6M
Wells Fargo & Company 0.00% Reduce -0.8% 48,109 $3.5M
Jones Financial Companies LLLP 0.00% Add +40.3% 46,495 $3.4M
MCF Advisors LLC 0.10% New 40,655 $2.9M
Rockefeller Capital Management L.P. 0.00% No change 29,596 $2.1M
5T Wealth, LLC 0.75% Reduce -13.2% 27,770 $2.0M
Steward Partners Investment Advisory, LLC 0.01% Reduce -3.3% 25,579 $1.8M
Mendel Money Management 0.63% Add +35.7% 23,956 $1.7M
Wealthedge Investment Advisors, LLC 0.53% Reduce -15.3% 21,505 $1.6M
AlphaCore Capital LLC 0.03% No change 21,257 $1.5M
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.7% 20,212 $1.5M
Sherman Wealth Management LLC 1.06% Add +8.9% 19,387 $1.4M
Beacon Pointe Advisors, LLC 0.01% New 17,803 $1.3M
Apella Capital, LLC 0.02% Reduce -0.7% 17,544 $1.3M
RHS Financial, LLC 0.49% Add +78.5% 16,765 $1.2M
Advisory Services Network, LLC 0.01% Add +77.9% 16,447 $1.2M
Quantinno Capital Management LP 0.00% Reduce -6.6% 16,203 $1.2M
LexAurum Advisors, LLC 0.13% Reduce -7.0% 15,651 $1.1M
CreativeOne Wealth, LLC 0.02% Reduce -16.8% 15,610 $1.1M
NewEdge Advisors, LLC 0.00% Add +37.1% 14,478 $1.0M
RVW Wealth, LLC 0.07% Add +0.1% 13,864 $1.0M
Ameriprise Financial Inc. 0.00% Reduce -1.7% 13,811 $999K
Stonehearth Capital Management, LLC 0.34% Reduce -5.2% 13,767 $995K
Kathmere Capital Management, LLC 0.05% No change 13,698 $991K
Mercer Global Advisors Inc. 0.00% Reduce -8.5% 12,576 $909K
Independent Wealth Network Inc. 0.23% Add +5.3% 12,397 $896K
AQR Capital Management 0.00% Reduce -1.9% 12,327 $891K
Jane Street Group, LLC 0.00% Reduce -64.0% 12,308 $890K
Spire Wealth Management 0.03% Reduce -6.7% 12,149 $878K
BlackRock, Inc. 0.00% Add +22.7% 11,931 $863K
Vise Technologies, Inc. 0.01% Reduce -15.0% 11,867 $858K
Summit Financial, LLC 0.01% Reduce -1.7% 10,664 $771K
Cetera Investment Advisers 0.00% Add +1.1% 10,071 $728K
Composition Wealth, LLC 0.01% Reduce -0.2% 9,556 $691K
Farther Finance Advisors, LLC 0.01% Add +176.9% 9,306 $673K
Private Advisor Group, LLC 0.00% Add +7.7% 9,079 $657K
Pinnacle Financial Partners, Inc. 0.00% Reduce -1.5% 9,066 $656K
AlTi Global, Inc. 0.01% No change 8,758 $633K
Kestra Advisory Services, LLC 0.00% Add +0.4% 7,999 $578K
Gimbal Financial 0.37% — 7,946 $575K
HHM Wealth Advisors, LLC 0.06% No change 7,585 $548K
Vawter Financial, Ltd. 0.20% No change 7,311 $529K
First Commonwealth Financial Corp 0.07% Reduce -1.2% 7,201 $521K
Worth Financial Advisory Group, LLC 0.21% New 7,099 $513K
Schiavi & Co LLC 0.14% No change 7,076 $512K
Lodestar Private Asset Management LLC 0.04% Reduce -5.1% 6,991 $506K
Empire Financial Management Company, LLC 0.19% Reduce -3.9% 6,755 $488K
MN Wealth Advisors, LLC 0.20% Reduce -1.6% 6,546 $473K
Vident Advisory, LLC 0.00% New 6,526 $472K
Fifth Third Bancorp 0.00% Add +7.9% 6,052 $438K
MML Investors Services, LLC 0.00% Add +3.6% 5,912 $428K
Kestra Private Wealth Services, LLC 0.00% Add +1.2% 5,808 $420K
Commonwealth Equity Services, LLC 0.00% Reduce -2.3% 5,542 $401K
Modern Wealth Management, LLC 0.00% Reduce -2.0% 5,500 $398K
Daymark Wealth Partners, LLC 0.01% Reduce -2.0% 5,306 $384K
NorthRock Partners, LLC 0.00% No change 4,306 $311K
MLG Wealth Management DBA Pine Grove Financial Group 0.03% Reduce -2.8% 4,082 $295K
Facet Wealth, Inc. 0.00% No change 3,564 $258K
Trilogy Capital Inc. 0.01% Add +0.1% 3,501 $253K
3Chopt Investment Partners, LLC 0.05% No change 3,325 $240K
Summit Wealth Partners, LLC 0.03% Reduce -1.8% 3,159 $228K
Northwestern Mutual Wealth Management Co. 0.00% Add +1.1% 3,155 $228K
PNC Financial Services Group, Inc. 0.00% No change 3,052 $221K
Bellevue Asset Management, LLC 0.10% Add +0.5% 2,916 $211K
Virtu Financial LLC 0.01% Reduce -1.5% 2,764 $200K
Arax Advisory Partners 0.00% New 2,705 $196K
Institute for Wealth Management, LLC. 0.02% New 2,660 $192K
Capital Analysts, LLC 0.00% Add +1.3% 1,476 $107K
Lodestone Wealth Management LLC 0.03% Add +1.1% 1,356 $98K
FMR LLC 0.00% Add +8.1% 1,331 $96K
IFP Advisors, Inc 0.00% No change 732 $53K
Smithfield Trust Co 0.00% No change 681 $49K
Horizon Investments, LLC 0.00% Reduce -50.0% 487 $35K
SYM FINANCIAL Corp 0.00% No change 466 $34K
AE Wealth Management LLC 0.00% Add +29.6% 455 $33K
EverSource Wealth Advisors, LLC 0.00% Add +1.4% 431 $31K
Ancora Advisors LLC 0.00% No change 400 $29K
N.E.W. Advisory Services LLC 0.00% No change 350 $25K
Founders Financial Alliance, LLC 0.00% No change 335 $24K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 323 $23K
Strategic Wealth Partners, Ltd. 0.00% Reduce -2.7% 319 $23K
International Assets Investment Management, LLC 0.00% Reduce -56.1% 240 $17K
Vanguard Advisers Inc. 0.00% Add +1444.4% 139 $10K
Citigroup Inc. 0.00% Reduce -96.6% 120 $9K

"% of holder's portfolio" is JPIN's weight in each manager's 13F, not the share of JPM Diversified Ret Intl Eq the manager owns.

Show all 108 holders