JPM Diversified Ret Intl EqJPINETF
13F holders, Q4 2024 (December 31)100holders +5
10new positions
7sold out
2famous investors
$53.57avg. 13F price*
At the end of Q4 2024, 100 institutions reported holding JPM Diversified Ret Intl Eq (JPIN) in their 13F filings, up 5 from Q3 2024. 10 opened new positions and 7 sold out. The largest holders were UBS Group AG ($30.5M), Wealth Enhancement Advisory Services, LLC ($29.8M) and Morgan Stanley ($16.6M). 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 (Q4 2024)
- CUSIP
- 46641Q209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $11.5M |
| Exits | 7 | $17.1M |
All 13F filers, Q3 2024 → Q4 2024: 352,582 shares bought and 664,338 shares sold, net −311,756 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 100 holders
| UBS Group AG | 0.01% | Reduce -7.8% | 569,615 | $30.5M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -4.8% | 556,019 | $29.8M |
| Morgan Stanley | 0.00% | Reduce -5.0% | 309,110 | $16.6M |
| Cerity Partners LLC | 0.03% | Reduce -11.0% | 239,479 | $12.8M |
| Bank of America Corp. | 0.00% | Reduce -44.7% | 231,717 | $12.4M |
| Captrust Financial Advisors | 0.02% | Add +8.3% | 156,890 | $8.4M |
| Sterneck Capital Management, LLC | 4.44% | Add +2.2% | 153,283 | $8.2M |
| LPL Financial LLC | 0.00% | Add +2.5% | 143,759 | $7.7M |
| Focus Partners Wealth | 0.02% | New | 116,719 | $6.3M |
| JPMorgan Chase & Co. | 0.00% | Add +18.8% | 115,073 | $6.2M |
| Royal Bank of Canada | 0.00% | Add +13.7% | 108,816 | $5.8M |
| LexAurum Advisors, LLC | 1.06% | Add +9.8% | 99,390 | $5.3M |
| Raymond James Financial Inc. | 0.00% | — | 96,024 | $5.1M |
| Savoie Capital LLC | 0.60% | No change | 93,330 | $5.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -19.1% | 76,418 | $4.1M |
| Wealthedge Investment Advisors, LLC | 1.32% | — | 54,838 | $2.9M |
| Allworth Financial LP | 0.02% | Add +0.1% | 53,621 | $2.9M |
| Jane Street Group, LLC | 0.00% | Add +806.2% | 54,275 | $2.9M |
| Osaic Holdings, Inc. | 0.00% | Add +1.9% | 37,541 | $2.0M |
| Citadel Advisors | 0.00% | New | 36,300 | $1.9M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -17.2% | 32,621 | $1.7M |
| Wells Fargo & Company | 0.00% | Reduce -5.7% | 28,690 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | New | 28,574 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.1% | 28,435 | $1.5M |
| Empire Financial Management Company, LLC | 0.37% | Add +1.6% | 22,071 | $1.2M |
| 5T Wealth, LLC | 0.57% | — | 19,370 | $1.0M |
| Stonehearth Capital Management, LLC | 0.40% | Reduce -0.2% | 18,815 | $1.0M |
| Apella Capital, LLC | 0.04% | Add +0.4% | 18,591 | $996K |
| RVW Wealth, LLC | 0.09% | Add +0.5% | 17,596 | $942K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.8% | 16,383 | $877K |
| Signet Financial Management, LLC | 0.10% | No change | 15,278 | $818K |
| NewEdge Advisors, LLC | 0.00% | Add +168.4% | 14,856 | $796K |
| Spire Wealth Management | 0.02% | Reduce -0.2% | 14,753 | $790K |
| Blue Oak Capital, LLC | 0.43% | — | 13,246 | $709K |
| First Commonwealth Financial Corp | 0.16% | Add +11.2% | 12,820 | $687K |
| Daymark Wealth Partners, LLC | 0.03% | Add +9.7% | 12,450 | $667K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.4% | 12,326 | $660K |
| Ameriprise Financial Inc. | 0.00% | Reduce -20.7% | 11,900 | $637K |
| Vise Technologies, Inc. | 0.05% | Reduce -0.5% | 10,746 | $576K |
| AQR Capital Management | 0.00% | Add +144.6% | 10,588 | $567K |
| Edge Financial Advisors LLC | 0.50% | Add +1.1% | 10,399 | $557K |
| Jones Financial Companies LLLP | 0.00% | Add +124.8% | 10,277 | $550K |
| Synovus Financial Corp. | 0.01% | Reduce -47.0% | 10,130 | $543K |
| Vawter Financial, Ltd. | 0.31% | No change | 9,773 | $523K |
| Cetera Investment Advisers | 0.00% | Reduce -4.4% | 9,305 | $498K |
| Kathmere Capital Management, LLC | 0.04% | Add +4.0% | 9,231 | $494K |
| HHM Wealth Advisors, LLC | 0.07% | Reduce -14.6% | 9,116 | $488K |
| Independent Wealth Network Inc. | 0.19% | Add +44.1% | 8,930 | $478K |
| AlTi Global, Inc. | 0.01% | New | 8,758 | $469K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -29.0% | 8,745 | $468K |
| Gimbal Financial | 0.35% | No change | 7,946 | $426K |
| Lodestar Private Asset Management LLC | 0.05% | Add +0.8% | 7,839 | $420K |
| RHS Financial, LLC | 0.21% | Reduce -32.9% | 7,696 | $412K |
| MN Wealth Advisors, LLC | 0.23% | Add +11.9% | 7,555 | $405K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.2% | 7,352 | $394K |
| Comerica Bank | 0.00% | No change | 7,129 | $382K |
| Schiavi & Co LLC | 0.15% | No change | 7,076 | $379K |
| Worth Financial Advisory Group, LLC | 0.23% | Reduce -5.4% | 6,834 | $366K |
| Vident Advisory, LLC | 0.01% | New | 6,252 | $335K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -12.3% | 5,815 | $311K |
| MML Investors Services, LLC | 0.00% | Add +3.6% | 5,806 | $311K |
| Modern Wealth Management, LLC | 0.01% | New | 5,605 | $300K |
| Mendel Money Management | 0.13% | Reduce -3.3% | 5,522 | $296K |
| Advisory Services Network, LLC | 0.01% | New | 5,071 | $272K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.4% | 4,977 | $267K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.8% | 4,882 | $261K |
| American Trust | 0.02% | New | 4,798 | $257K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -18.1% | 4,697 | $252K |
| Bellevue Asset Management, LLC | 0.12% | Reduce -1.0% | 4,280 | $229K |
| Trilogy Capital Inc. | 0.01% | Reduce -48.8% | 4,155 | $223K |
| Citigroup Inc. | 0.00% | Reduce -24.2% | 4,117 | $221K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,082 | $165K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -29.2% | 2,228 | $119K |
| FMR LLC | 0.00% | Add +194.4% | 1,725 | $92K |
| Capital Analysts, LLC | 0.00% | Add +1.9% | 1,600 | $86K |
| MAI Capital Management | 0.00% | New | 1,529 | $82K |
| Farther Finance Advisors, LLC | 0.00% | Add +17.2% | 1,319 | $71K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $54K |
| Resources Management Corp. /CT/ | 0.01% | Reduce -48.6% | 900 | $48K |
| SYM FINANCIAL Corp | 0.01% | No change | 843 | $45K |
| Smithfield Trust Co | 0.00% | Reduce -20.1% | 681 | $36K |
| Eagle Bay Advisors LLC | 0.02% | No change | 526 | $28K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.4% | 479 | $26K |
| Ancora Advisors LLC | 0.00% | No change | 401 | $21K |
| Albion Financial Group | 0.00% | No change | 359 | $19K |
| AE Wealth Management LLC | 0.00% | New | 351 | $19K |
| EPG Wealth Management LLC | 0.00% | Add +1.8% | 340 | $18K |
| Founders Financial Alliance, LLC | 0.00% | No change | 335 | $18K |
| Cwm, LLC | 0.00% | No change | 310 | $17K |
| Beacon Capital Management, LLC | 0.00% | Add +1.5% | 272 | $15K |
| GeoWealth Management, LLC | 0.00% | Add +34.3% | 223 | $12K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 215 | $12K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -51.0% | 170 | $9K |
| Qube Research & Technologies Ltd | 0.00% | No change | 83 | $4K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 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 | $653 |
| Park Square Financial Group, LLC | 0.00% | — | 10 | $536 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -28.6% | 5 | $268 |
"% 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.