JPM Diversified Ret Intl EqJPINETF
13F holders, Q1 2024 (March 31)98holders
2famous investors
$56.30avg. 13F price*
At the end of Q1 2024, 98 institutions reported holding JPM Diversified Ret Intl Eq (JPIN) in their 13F filings. The largest holders were Wealth Enhancement Advisory Services, LLC ($37.4M), UBS Group AG ($36.9M) and Bank of America Corp. ($25.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPM Diversified Ret Intl Eq
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q1 2024)
- CUSIP
- 46641Q209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $15.9M |
| Exits | 8 | $3.1M |
Ownership 98 holders
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -10.3% | 663,836 | $37.4M |
| UBS Group AG | 0.01% | Reduce -1.6% | 654,673 | $36.9M |
| Bank of America Corp. | 0.00% | Add +17.0% | 458,899 | $25.8M |
| Morgan Stanley | 0.00% | Add +1.4% | 320,240 | $18.0M |
| Cerity Partners LLC | 0.04% | Reduce -12.3% | 265,453 | $15.0M |
| Jane Street Group, LLC | 0.01% | Add +217.3% | 192,250 | $10.8M |
| Captrust Financial Advisors | 0.03% | Reduce -0.4% | 140,274 | $7.9M |
| Royal Bank of Canada | 0.00% | Add +48.9% | 138,674 | $7.8M |
| LPL Financial LLC | 0.00% | Add +6.3% | 133,129 | $7.5M |
| Sterneck Capital Management, LLC | 4.14% | Add +5.6% | 122,865 | $6.9M |
| Focus Partners Wealth | 0.04% | New | 101,102 | $5.5M |
| Mango Investments LLC | 3.89% | No change | 93,330 | $5.3M |
| Savoie Capital LLC | 0.73% | New | 93,330 | $5.3M |
| Susquehanna International Group, LLP | 0.01% | Add +610.8% | 86,049 | $4.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.9% | 82,531 | $4.6M |
| LexAurum Advisors, LLC | 1.17% | Add +8.7% | 81,878 | $4.6M |
| Mercer Global Advisors Inc. | 0.01% | New | 72,146 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -17.5% | 63,527 | $3.6M |
| Old Mission Capital LLC | 0.08% | Add +20.6% | 55,188 | $3.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +3.2% | 52,917 | $3.0M |
| Allworth Financial LP | 0.02% | Reduce -0.8% | 51,258 | $2.9M |
| Citadel Advisors | 0.00% | Reduce -60.5% | 48,290 | $2.7M |
| CreativeOne Wealth, LLC | 0.10% | Reduce -1.1% | 42,501 | $2.4M |
| Raymond James & Associates | 0.00% | Reduce -0.8% | 38,680 | $2.2M |
| Wells Fargo & Company | 0.00% | Reduce -0.7% | 30,146 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +232.2% | 26,844 | $1.5M |
| Valicenti Advisory Services Inc. | 0.41% | Add +4.3% | 25,984 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -40.8% | 24,308 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +12.1% | 23,616 | $1.3M |
| Empire Financial Management Company, LLC | 0.44% | Reduce -3.5% | 23,422 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.3% | 22,970 | $1.3M |
| Flow Traders U.S. LLC | 0.06% | Reduce -79.4% | 19,757 | $1.1M |
| Stonehearth Capital Management, LLC | 0.48% | Reduce -0.1% | 18,853 | $1.1M |
| Apella Capital, LLC | 0.05% | Reduce -1.0% | 18,712 | $1.1M |
| RVW Wealth, LLC | 0.10% | Reduce -1.2% | 17,528 | $987K |
| Edge Financial Advisors LLC | 0.84% | — | 16,986 | $957K |
| Spire Wealth Management | 0.02% | Add +3.5% | 16,378 | $923K |
| Signet Financial Management, LLC | 0.13% | Reduce -2.0% | 16,323 | $919K |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.9% | 15,493 | $873K |
| RHS Financial, LLC | 0.44% | Add +12.3% | 13,516 | $761K |
| First Commonwealth Financial Corp | 0.18% | Add +5.5% | 11,795 | $664K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -29.1% | 11,733 | $661K |
| Vawter Financial, Ltd. | 0.46% | No change | 11,191 | $630K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -15.8% | 10,891 | $613K |
| HHM Wealth Advisors, LLC | 0.10% | No change | 10,673 | $601K |
| Trilogy Capital Inc. | 0.03% | Reduce -71.6% | 10,671 | $601K |
| Synovus Financial Corp. | 0.01% | No change | 10,390 | $586K |
| Cetera Investment Advisers | 0.00% | New | 9,797 | $552K |
| Kathmere Capital Management, LLC | 0.06% | Add +1.4% | 8,577 | $483K |
| Lodestar Private Asset Management LLC | 0.07% | Reduce -2.5% | 8,482 | $478K |
| Apollon Wealth Management, LLC | 0.01% | Add +14.4% | 7,468 | $421K |
| Worth Financial Advisory Group, LLC | 0.28% | Add +0.5% | 7,230 | $407K |
| Schiavi & Co LLC | 0.16% | No change | 7,076 | $399K |
| Mendel Money Management | 0.16% | Reduce -21.8% | 6,182 | $348K |
| Cobblestone Capital Advisors LLC | 0.02% | Reduce -62.4% | 5,983 | $337K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -0.0% | 5,898 | $332K |
| MML Investors Services, LLC | 0.00% | Add +9.1% | 5,885 | $332K |
| Lincoln National Corp. | 0.01% | Reduce -2.8% | 5,800 | $327K |
| Independent Wealth Network Inc. | 0.15% | Add +1.5% | 5,751 | $324K |
| Stifel Financial Corp. | 0.00% | Reduce -0.5% | 5,321 | $300K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +10.3% | 5,290 | $298K |
| Comerica Bank | 0.00% | No change | 5,244 | $295K |
| MN Wealth Advisors, LLC | 0.18% | Add +1.1% | 5,192 | $292K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.0% | 4,799 | $270K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 4,238 | $239K |
| Bellevue Asset Management, LLC | 0.13% | Reduce -48.6% | 4,038 | $227K |
| Citigroup Inc. | 0.00% | Add +2.2% | 3,899 | $220K |
| AQR Capital Management | 0.00% | New | 3,749 | $211K |
| Avantax Advisory Services, Inc. | 0.00% | New | 3,675 | $207K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,267 | $184K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,605 | $147K |
| Resources Management Corp. /CT/ | 0.01% | No change | 1,750 | $99K |
| Bank of Montreal | 0.00% | Add +248.0% | 1,726 | $97K |
| Capital Analysts, LLC | 0.00% | Add +0.1% | 1,537 | $87K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,420 | $80K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -0.2% | 1,294 | $71K |
| HM Payson & Co. | 0.00% | Reduce -50.0% | 1,000 | $56K |
| Smithfield Trust Co | 0.00% | No change | 852 | $48K |
| SYM FINANCIAL Corp | 0.01% | No change | 843 | $47K |
| Eagle Bay Advisors LLC | 0.02% | New | 526 | $30K |
| FMR LLC | 0.00% | Reduce -13.9% | 446 | $25K |
| Ancora Advisors LLC | 0.00% | No change | 400 | $23K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 347 | $20K |
| Founders Financial Alliance, LLC | 0.01% | No change | 335 | $19K |
| EPG Wealth Management LLC | 0.00% | No change | 327 | $18K |
| Cwm, LLC | 0.00% | Reduce -24.4% | 310 | $17K |
| BBJS Financial Advisors, LLC | 0.01% | New | 300 | $17K |
| Qube Research & Technologies Ltd | 0.00% | No change | 273 | $15K |
| Beacon Capital Management, LLC | 0.00% | Reduce -58.0% | 266 | $15K |
| Global Assets Advisory, LLC | 0.01% | New | 210 | $12K |
| GeoWealth Management, LLC | 0.00% | Reduce -9.5% | 191 | $11K |
| Continuum Advisory, LLC | 0.00% | New | 120 | $7K |
| Tyler-Stone Wealth Management | 0.00% | No change | 90 | $5K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 30 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 30 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -82.6% | 12 | $659 |
| Family Asset Management, LLC | 0.00% | No change | 8 | $451 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 3 | $169 |
"% 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.