JPM Diversified Ret Intl EqJPINETF
13F holders, Q1 2025 (March 31)99holders −1
10new positions
10sold out
2famous investors
$57.08avg. 13F price*
At the end of Q1 2025, 99 institutions reported holding JPM Diversified Ret Intl Eq (JPIN) in their 13F filings, down 1 from Q4 2024. 10 opened new positions and 10 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($28.7M), UBS Group AG ($27.5M) and Morgan Stanley ($17.2M). 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 2025)
- CUSIP
- 46641Q209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $8.2M |
| Exits | 10 | $1.7M |
All 13F filers, Q4 2024 → Q1 2025: 322,091 shares bought and 263,832 shares sold, net +58,259 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 99 holders
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -9.7% | 501,889 | $28.7M |
| UBS Group AG | 0.01% | Reduce -15.4% | 482,109 | $27.5M |
| Morgan Stanley | 0.00% | Reduce -2.9% | 300,262 | $17.2M |
| Cerity Partners LLC | 0.03% | Reduce -2.4% | 233,667 | $13.4M |
| Bank of America Corp. | 0.00% | Add +0.5% | 232,955 | $13.3M |
| Captrust Financial Advisors | 0.02% | Add +1.0% | 158,516 | $9.1M |
| Sterneck Capital Management, LLC | 4.83% | Add +1.9% | 156,170 | $8.9M |
| LPL Financial LLC | 0.00% | Reduce -4.8% | 136,872 | $7.8M |
| Citadel Advisors | 0.01% | Add +269.1% | 133,980 | $7.7M |
| Focus Partners Wealth | 0.02% | Reduce -1.9% | 114,559 | $6.5M |
| Flow Traders U.S. LLC | 0.27% | New | 112,559 | $6.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.3% | 108,970 | $6.2M |
| Raymond James Financial Inc. | 0.00% | Add +13.5% | 108,947 | $6.2M |
| Royal Bank of Canada | 0.00% | Reduce -4.0% | 104,482 | $6.0M |
| LexAurum Advisors, LLC | 1.12% | Add +2.4% | 101,755 | $5.8M |
| Savoie Capital LLC | 0.60% | No change | 93,330 | $5.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -18.7% | 62,161 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Add +61.2% | 60,512 | $3.5M |
| Jane Street Group, LLC | 0.01% | Reduce -3.7% | 52,263 | $3.0M |
| Allworth Financial LP | 0.02% | Reduce -9.0% | 48,795 | $2.9M |
| Wealthedge Investment Advisors, LLC | 1.18% | Reduce -16.6% | 45,726 | $2.6M |
| Wells Fargo & Company | 0.00% | Add +28.7% | 36,916 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.4% | 29,413 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.2% | 28,928 | $1.7M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -15.2% | 27,660 | $1.6M |
| AlphaCore Capital LLC | 0.11% | New | 22,457 | $1.3M |
| Daymark Wealth Partners, LLC | 0.05% | Add +75.2% | 21,813 | $1.2M |
| Empire Financial Management Company, LLC | 0.38% | Reduce -3.7% | 21,249 | $1.2M |
| 5T Wealth, LLC | 0.62% | Reduce -1.6% | 19,066 | $1.1M |
| Stonehearth Capital Management, LLC | 0.44% | Reduce -0.2% | 18,771 | $1.1M |
| Apella Capital, LLC | 0.03% | Reduce -1.4% | 18,327 | $1.0M |
| Blue Oak Capital, LLC | 0.53% | Add +26.1% | 16,708 | $955K |
| Spire Wealth Management | 0.03% | Add +12.4% | 16,581 | $947K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.7% | 16,265 | $929K |
| Jones Financial Companies LLLP | 0.00% | Add +44.6% | 14,863 | $855K |
| RVW Wealth, LLC | 0.08% | Reduce -19.1% | 14,233 | $813K |
| First Commonwealth Financial Corp | 0.18% | Add +6.2% | 13,612 | $778K |
| Signet Financial Management, LLC | 0.10% | Reduce -11.8% | 13,482 | $770K |
| Ameriprise Financial Inc. | 0.00% | Add +3.8% | 12,349 | $706K |
| NewEdge Advisors, LLC | 0.00% | Reduce -24.7% | 11,193 | $640K |
| AQR Capital Management | 0.00% | Add +5.0% | 11,119 | $635K |
| Commonwealth Equity Services, LLC | 0.00% | Add +19.3% | 10,435 | $596K |
| Kathmere Capital Management, LLC | 0.05% | Add +12.7% | 10,403 | $594K |
| Synovus Financial Corp. | 0.01% | Reduce -0.8% | 10,052 | $574K |
| Vawter Financial, Ltd. | 0.31% | No change | 9,773 | $558K |
| Edge Financial Advisors LLC | 0.35% | Reduce -6.8% | 9,694 | $554K |
| Cetera Investment Advisers | 0.00% | Add +2.0% | 9,487 | $542K |
| Independent Wealth Network Inc. | 0.21% | Add +4.7% | 9,350 | $534K |
| HHM Wealth Advisors, LLC | 0.07% | Reduce -3.1% | 8,831 | $505K |
| AlTi Global, Inc. | 0.01% | No change | 8,758 | $500K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -30.5% | 8,562 | $489K |
| Gimbal Financial | 0.41% | No change | 7,946 | $454K |
| RHS Financial, LLC | 0.25% | Add +3.0% | 7,928 | $453K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -3.0% | 7,608 | $435K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.5% | 7,167 | $410K |
| Schiavi & Co LLC | 0.15% | No change | 7,076 | $404K |
| Worth Financial Advisory Group, LLC | 0.25% | Add +1.6% | 6,940 | $397K |
| MML Investors Services, LLC | 0.00% | Add +16.0% | 6,735 | $385K |
| MN Wealth Advisors, LLC | 0.23% | Reduce -11.3% | 6,704 | $383K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.0% | 5,701 | $326K |
| Modern Wealth Management, LLC | 0.01% | No change | 5,605 | $320K |
| Comerica Bank | 0.00% | Reduce -25.0% | 5,344 | $305K |
| Mendel Money Management | 0.14% | Reduce -5.3% | 5,227 | $299K |
| Citigroup Inc. | 0.00% | Reduce -1.9% | 4,041 | $231K |
| GWN Securities Inc. | 0.01% | New | 3,664 | $221K |
| Trilogy Capital Inc. | 0.01% | Reduce -7.2% | 3,855 | $220K |
| Bellevue Asset Management, LLC | 0.11% | Reduce -14.1% | 3,678 | $210K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,082 | $176K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.4% | 2,153 | $123K |
| 3Chopt Investment Partners, LLC | 0.03% | New | 2,055 | $117K |
| NorthRock Partners, LLC | 0.00% | New | 1,661 | $95K |
| Capital Analysts, LLC | 0.00% | Add +0.3% | 1,605 | $92K |
| MAI Capital Management | 0.00% | No change | 1,529 | $87K |
| Albion Financial Group | 0.01% | Add +323.4% | 1,520 | $87K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $57K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -26.3% | 972 | $56K |
| Resources Management Corp. /CT/ | 0.01% | No change | 900 | $51K |
| SYM FINANCIAL Corp | 0.01% | No change | 843 | $48K |
| Financially Speaking Inc | 0.03% | New | 769 | $44K |
| Smithfield Trust Co | 0.00% | No change | 681 | $39K |
| FMR LLC | 0.00% | Reduce -60.5% | 681 | $39K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.2% | 480 | $27K |
| Ancora Advisors LLC | 0.00% | No change | 401 | $23K |
| N.E.W. Advisory Services LLC | 0.00% | New | 365 | $21K |
| AE Wealth Management LLC | 0.00% | No change | 351 | $20K |
| EPG Wealth Management LLC | 0.01% | Add +0.6% | 342 | $20K |
| Founders Financial Alliance, LLC | 0.00% | No change | 335 | $19K |
| Cwm, LLC | 0.00% | No change | 310 | $18K |
| Beacon Capital Management, LLC | 0.00% | Add +0.4% | 273 | $16K |
| SVB Wealth LLC | 0.00% | New | 216 | $12K |
| Clearstead Advisors, LLC | 0.00% | New | 100 | $6K |
| Qube Research & Technologies Ltd | 0.00% | No change | 83 | $5K |
| Harbour Investments, Inc. | 0.00% | New | 80 | $5K |
| GeoWealth Management, LLC | 0.00% | Reduce -65.0% | 78 | $4K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -10.0% | 27 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -10.0% | 27 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 12 | $698 |
| Park Square Financial Group, LLC | 0.00% | No change | 10 | $571 |
| Tower Research Capital LLC (TRC) | 0.00% | Add +100.0% | 10 | $571 |
"% 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.