JPM Diversified Ret Intl EqJPINETF
13F holders, Q2 2024 (June 30)97holders −1
7new positions
8sold out
1famous investor
$55.35avg. 13F price*
At the end of Q2 2024, 97 institutions reported holding JPM Diversified Ret Intl Eq (JPIN) in their 13F filings, down 1 from Q1 2024. 7 opened new positions and 8 sold out. The largest holders were UBS Group AG ($35.1M), Wealth Enhancement Advisory Services, LLC ($34.3M) and Bank of America Corp. ($25.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPM Diversified Ret Intl Eq
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q2 2024)
- CUSIP
- 46641Q209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.1M |
| Exits | 8 | $5.4M |
All 13F filers, Q1 2024 → Q2 2024: 263,191 shares bought and 453,161 shares sold, net −189,970 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 97 holders
| UBS Group AG | 0.01% | Reduce -3.1% | 634,188 | $35.1M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -6.6% | 619,988 | $34.3M |
| Bank of America Corp. | 0.00% | Reduce -1.4% | 452,528 | $25.0M |
| Morgan Stanley | 0.00% | Add +1.1% | 323,937 | $17.9M |
| Cerity Partners LLC | 0.04% | Reduce -1.2% | 262,317 | $14.5M |
| Flow Traders U.S. LLC | 0.47% | Add +775.8% | 173,031 | $9.6M |
| Sterneck Capital Management, LLC | 4.64% | Add +20.3% | 147,755 | $8.2M |
| Captrust Financial Advisors | 0.03% | Add +4.5% | 146,537 | $8.1M |
| LPL Financial LLC | 0.00% | Add +4.6% | 139,202 | $7.7M |
| Focus Partners Wealth | 0.02% | Add +6.1% | 107,302 | $6.1M |
| Royal Bank of Canada | 0.00% | Reduce -26.3% | 102,211 | $5.7M |
| JPMorgan Chase & Co. | 0.00% | Add +21.9% | 100,632 | $5.6M |
| Savoie Capital LLC | 0.67% | No change | 93,330 | $5.2M |
| LexAurum Advisors, LLC | 1.14% | Add +1.8% | 83,383 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -9.1% | 78,236 | $4.3M |
| Citadel Advisors | 0.00% | Add +33.0% | 64,201 | $3.5M |
| Jane Street Group, LLC | 0.00% | Reduce -67.1% | 63,231 | $3.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -20.0% | 57,722 | $3.2M |
| Allworth Financial LP | 0.02% | Add +0.7% | 51,597 | $2.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.8% | 51,973 | $2.9M |
| Raymond James & Associates | 0.00% | Reduce -1.0% | 38,298 | $2.1M |
| CreativeOne Wealth, LLC | 0.11% | Reduce -11.0% | 37,844 | $2.1M |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 29,861 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -54.5% | 28,882 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.6% | 24,461 | $1.4M |
| Empire Financial Management Company, LLC | 0.40% | Reduce -5.5% | 22,121 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.5% | 21,277 | $1.2M |
| Stonehearth Capital Management, LLC | 0.45% | No change | 18,853 | $1.0M |
| Apella Capital, LLC | 0.05% | Reduce -0.9% | 18,552 | $1.0M |
| RVW Wealth, LLC | 0.10% | Reduce -0.1% | 17,506 | $968K |
| Signet Financial Management, LLC | 0.12% | Reduce -3.5% | 15,755 | $871K |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.3% | 15,137 | $837K |
| Spire Wealth Management | 0.03% | Reduce -11.8% | 14,450 | $799K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -39.0% | 14,016 | $775K |
| Kestra Advisory Services, LLC | 0.00% | Add +14.3% | 13,409 | $741K |
| RHS Financial, LLC | 0.43% | Reduce -6.1% | 12,688 | $701K |
| First Commonwealth Financial Corp | 0.16% | Reduce -4.5% | 11,270 | $623K |
| Daymark Wealth Partners, LLC | 0.03% | Add +2.3% | 11,137 | $616K |
| HHM Wealth Advisors, LLC | 0.09% | No change | 10,673 | $590K |
| Vise Technologies, Inc. | 0.10% | New | 10,480 | $579K |
| Edge Financial Advisors LLC | 0.58% | Reduce -39.9% | 10,215 | $565K |
| Vawter Financial, Ltd. | 0.37% | Reduce -12.7% | 9,773 | $540K |
| Cetera Investment Advisers | 0.00% | Reduce -0.7% | 9,729 | $538K |
| Synovus Financial Corp. | 0.01% | Reduce -6.5% | 9,710 | $537K |
| Kathmere Capital Management, LLC | 0.05% | Add +2.0% | 8,748 | $484K |
| Trilogy Capital Inc. | 0.02% | Reduce -23.9% | 8,122 | $449K |
| Lodestar Private Asset Management LLC | 0.06% | Reduce -5.7% | 8,003 | $442K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -71.9% | 7,545 | $417K |
| Comerica Bank | 0.00% | Add +36.0% | 7,129 | $394K |
| Worth Financial Advisory Group, LLC | 0.26% | Reduce -2.0% | 7,087 | $392K |
| Schiavi & Co LLC | 0.15% | No change | 7,076 | $391K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +15.6% | 6,113 | $338K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -20.7% | 5,921 | $327K |
| Cobblestone Capital Advisors LLC | 0.02% | Reduce -2.4% | 5,837 | $323K |
| Independent Wealth Network Inc. | 0.15% | Add +1.5% | 5,835 | $323K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -2.6% | 5,742 | $317K |
| Mendel Money Management | 0.15% | Reduce -7.6% | 5,710 | $316K |
| MN Wealth Advisors, LLC | 0.18% | Add +8.7% | 5,644 | $312K |
| MML Investors Services, LLC | 0.00% | Reduce -5.8% | 5,546 | $307K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.6% | 4,828 | $267K |
| Citigroup Inc. | 0.00% | Add +23.4% | 4,810 | $266K |
| NewEdge Advisors, LLC | 0.00% | Add +0.6% | 4,265 | $236K |
| Bellevue Asset Management, LLC | 0.13% | Add +1.9% | 4,115 | $228K |
| 3Chopt Investment Partners, LLC | 0.07% | New | 4,094 | $226K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.8% | 3,706 | $205K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.0% | 3,137 | $173K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,605 | $144K |
| International Assets Investment Management, LLC | 0.01% | New | 2,358 | $130K |
| Resources Management Corp. /CT/ | 0.01% | No change | 1,750 | $97K |
| Capital Analysts, LLC | 0.00% | Add +1.4% | 1,559 | $86K |
| Albion Financial Group | 0.01% | New | 1,520 | $84K |
| Bank of Montreal | 0.00% | Reduce -35.1% | 1,120 | $63K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -21.6% | 1,113 | $61K |
| Jones Financial Companies LLLP | 0.00% | New | 1,016 | $56K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $55K |
| Smithfield Trust Co | 0.00% | No change | 852 | $47K |
| SYM FINANCIAL Corp | 0.01% | No change | 843 | $47K |
| Eagle Bay Advisors LLC | 0.02% | No change | 526 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -62.8% | 481 | $28K |
| FMR LLC | 0.00% | Add +9.6% | 489 | $27K |
| Ancora Advisors LLC | 0.00% | No change | 400 | $22K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 347 | $19K |
| Founders Financial Alliance, LLC | 0.01% | No change | 335 | $19K |
| Lynx Investment Advisory | 0.01% | — | 328 | $18K |
| Cwm, LLC | 0.00% | No change | 310 | $17K |
| Beacon Capital Management, LLC | 0.00% | No change | 266 | $15K |
| GeoWealth Management, LLC | 0.00% | Reduce -12.6% | 167 | $9K |
| Continuum Advisory, LLC | 0.00% | No change | 120 | $7K |
| Studio Investment Management LLC | 0.00% | New | 118 | $7K |
| Tyler-Stone Wealth Management | 0.00% | No change | 90 | $5K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -69.6% | 83 | $5K |
| Triad Wealth Partners, LLC | 0.00% | New | 30 | $2K |
| 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% | No change | 12 | $656 |
| Family Asset Management, LLC | 0.00% | No change | 8 | $442 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 3 | $166 |
"% 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.