JPM Diversified Ret Intl EqJPINETF
13F holders, Q3 2024 (September 30)95holders −2
6new positions
9sold out
1famous investor
$59.93avg. 13F price*
At the end of Q3 2024, 95 institutions reported holding JPM Diversified Ret Intl Eq (JPIN) in their 13F filings, down 2 from Q2 2024. 6 opened new positions and 9 sold out. The largest holders were UBS Group AG ($37.1M), Wealth Enhancement Advisory Services, LLC ($35.1M) and Bank of America Corp. ($25.2M). 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 (Q3 2024)
- CUSIP
- 46641Q209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.1M |
| Exits | 9 | $19.6M |
All 13F filers, Q2 2024 → Q3 2024: 362,570 shares bought and 568,948 shares sold, net −206,378 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| UBS Group AG | 0.01% | Reduce -2.5% | 618,132 | $37.1M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -5.8% | 584,290 | $35.1M |
| Bank of America Corp. | 0.00% | Reduce -7.5% | 418,744 | $25.2M |
| Morgan Stanley | 0.00% | Add +0.5% | 325,434 | $19.6M |
| Cerity Partners LLC | 0.04% | Add +2.6% | 269,145 | $16.2M |
| International Assets Investment Management, LLC | 1.29% | Add +11488.8% | 273,263 | $15.8M |
| Sterneck Capital Management, LLC | 4.88% | Add +1.5% | 149,967 | $9.0M |
| Captrust Financial Advisors | 0.03% | Reduce -1.2% | 144,798 | $8.7M |
| LPL Financial LLC | 0.00% | Add +0.8% | 140,252 | $8.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.7% | 96,879 | $5.8M |
| Royal Bank of Canada | 0.00% | Reduce -6.3% | 95,725 | $5.8M |
| Susquehanna International Group, LLP | 0.01% | Add +20.8% | 94,470 | $5.7M |
| Savoie Capital LLC | 0.69% | No change | 93,330 | $5.6M |
| LexAurum Advisors, LLC | 1.21% | Add +8.6% | 90,527 | $5.4M |
| Allworth Financial LP | 0.02% | Add +3.8% | 53,552 | $3.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.5% | 52,764 | $3.2M |
| Raymond James & Associates | 0.00% | Add +2.9% | 39,416 | $2.4M |
| CreativeOne Wealth, LLC | 0.08% | Add +4.1% | 39,389 | $2.4M |
| Osaic Holdings, Inc. | 0.01% | Add +27.6% | 36,838 | $2.2M |
| Wells Fargo & Company | 0.00% | Add +1.9% | 30,433 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +16.1% | 28,393 | $1.7M |
| Empire Financial Management Company, LLC | 0.40% | Reduce -1.8% | 21,716 | $1.3M |
| Synovus Financial Corp. | 0.01% | Add +96.9% | 19,122 | $1.1M |
| Stonehearth Capital Management, LLC | 0.45% | No change | 18,853 | $1.1M |
| Apella Capital, LLC | 0.05% | Reduce -0.2% | 18,515 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -68.5% | 18,161 | $1.1M |
| RVW Wealth, LLC | 0.10% | Add +0.0% | 17,510 | $1.1M |
| Signet Financial Management, LLC | 0.12% | Reduce -3.0% | 15,278 | $918K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.8% | 15,013 | $902K |
| Spire Wealth Management | 0.03% | Add +2.3% | 14,782 | $888K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -42.1% | 12,319 | $740K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -10.2% | 12,036 | $723K |
| First Commonwealth Financial Corp | 0.17% | Add +2.3% | 11,534 | $693K |
| RHS Financial, LLC | 0.35% | Reduce -9.5% | 11,477 | $690K |
| Daymark Wealth Partners, LLC | 0.03% | Add +1.9% | 11,349 | $682K |
| Vise Technologies, Inc. | 0.08% | Add +3.0% | 10,799 | $649K |
| HHM Wealth Advisors, LLC | 0.09% | No change | 10,673 | $641K |
| Edge Financial Advisors LLC | 0.55% | Add +0.7% | 10,291 | $618K |
| Vawter Financial, Ltd. | 0.36% | No change | 9,773 | $587K |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 9,735 | $585K |
| Kathmere Capital Management, LLC | 0.05% | Add +1.5% | 8,879 | $533K |
| Trilogy Capital Inc. | 0.02% | No change | 8,122 | $488K |
| Lodestar Private Asset Management LLC | 0.06% | Reduce -2.8% | 7,779 | $467K |
| Gimbal Financial | 0.30% | New | 7,946 | $455K |
| Worth Financial Advisory Group, LLC | 0.25% | Add +1.9% | 7,221 | $434K |
| Comerica Bank | 0.00% | No change | 7,129 | $428K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.6% | 7,123 | $428K |
| Schiavi & Co LLC | 0.15% | No change | 7,076 | $425K |
| MN Wealth Advisors, LLC | 0.23% | Add +19.6% | 6,750 | $406K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +8.5% | 6,633 | $399K |
| Independent Wealth Network Inc. | 0.17% | Add +6.2% | 6,197 | $372K |
| Jane Street Group, LLC | 0.00% | Reduce -90.5% | 5,989 | $360K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -58.7% | 5,789 | $348K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.1% | 5,735 | $345K |
| Mendel Money Management | 0.15% | Reduce -0.0% | 5,709 | $343K |
| MML Investors Services, LLC | 0.00% | Add +1.1% | 5,604 | $337K |
| NewEdge Advisors, LLC | 0.00% | Add +29.8% | 5,534 | $333K |
| Citigroup Inc. | 0.00% | Add +12.9% | 5,430 | $326K |
| Cobblestone Capital Advisors LLC | 0.02% | Reduce -10.5% | 5,224 | $314K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -13.7% | 4,956 | $298K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.3% | 4,843 | $291K |
| Jones Financial Companies LLLP | 0.00% | Add +349.9% | 4,571 | $277K |
| AQR Capital Management | 0.00% | New | 4,329 | $260K |
| Bellevue Asset Management, LLC | 0.13% | Add +5.1% | 4,324 | $260K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -1.4% | 3,656 | $220K |
| Summit Wealth Partners, LLC | 0.04% | New | 3,362 | $202K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 3,340 | $201K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +20.7% | 3,145 | $189K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.8% | 3,082 | $185K |
| Resources Management Corp. /CT/ | 0.01% | No change | 1,750 | $105K |
| Capital Analysts, LLC | 0.00% | Add +0.7% | 1,570 | $94K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.1% | 1,125 | $68K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $60K |
| Smithfield Trust Co | 0.00% | No change | 852 | $51K |
| SYM FINANCIAL Corp | 0.01% | No change | 843 | $51K |
| FMR LLC | 0.00% | Add +19.8% | 586 | $35K |
| Eagle Bay Advisors LLC | 0.01% | No change | 526 | $32K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -0.8% | 477 | $29K |
| Ancora Advisors LLC | 0.00% | Add +0.3% | 401 | $24K |
| Albion Financial Group | 0.00% | Reduce -76.4% | 359 | $22K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 347 | $21K |
| Founders Financial Alliance, LLC | 0.01% | No change | 335 | $20K |
| EPG Wealth Management LLC | 0.01% | Add +0.0% | 334 | $20K |
| Cwm, LLC | 0.00% | No change | 310 | $19K |
| Beacon Capital Management, LLC | 0.00% | Add +0.8% | 268 | $16K |
| Coppell Advisory Solutions LLC | 0.00% | New | 215 | $13K |
| GeoWealth Management, LLC | 0.00% | Reduce -0.6% | 166 | $10K |
| Continuum Advisory, LLC | 0.00% | No change | 120 | $7K |
| Qube Research & Technologies Ltd | 0.00% | No change | 83 | $5K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 34 | $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 | $718 |
| Family Asset Management, LLC | 0.00% | No change | 8 | $481 |
| Tower Research Capital LLC (TRC) | 0.00% | Add +133.3% | 7 | $421 |
"% 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.