JPM Diversified Ret Intl EqJPINETF
13F holders, Q2 2025 (June 30)105holders +6
13new positions
10sold out
2famous investors
$64.16avg. 13F price*
At the end of Q2 2025, 105 institutions reported holding JPM Diversified Ret Intl Eq (JPIN) in their 13F filings, up 6 from Q1 2025. 13 opened new positions and 10 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($31.5M), UBS Group AG ($30.6M) and Morgan Stanley ($19.2M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPM Diversified Ret Intl Eq
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q2 2025)
- CUSIP
- 46641Q209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $2.1M |
| Exits | 10 | $10.5M |
All 13F filers, Q1 2025 → Q2 2025: 239,724 shares bought and 505,962 shares sold, net −266,238 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 105 holders
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -2.7% | 488,451 | $31.5M |
| UBS Group AG | 0.01% | Reduce -1.0% | 477,080 | $30.6M |
| Morgan Stanley | 0.00% | Reduce -0.3% | 299,386 | $19.2M |
| Bank of America Corp. | 0.00% | Reduce -5.8% | 219,536 | $14.1M |
| Cerity Partners LLC | 0.02% | Reduce -10.4% | 209,350 | $13.4M |
| Sterneck Capital Management, LLC | 5.27% | Add +3.6% | 161,839 | $10.4M |
| Captrust Financial Advisors | 0.02% | Reduce -0.4% | 157,813 | $10.1M |
| JPMorgan Chase & Co. | 0.00% | Add +27.8% | 139,228 | $8.9M |
| LPL Financial LLC | 0.00% | Reduce -1.5% | 134,848 | $8.6M |
| Raymond James Financial Inc. | 0.00% | Add +6.3% | 115,859 | $7.4M |
| Focus Partners Wealth | 0.01% | Reduce -7.8% | 105,622 | $6.8M |
| Financially Speaking Inc | 4.44% | Add +13571.5% | 105,134 | $6.7M |
| Royal Bank of Canada | 0.00% | Reduce -2.0% | 102,337 | $6.6M |
| Savoie Capital LLC | 0.74% | No change | 93,330 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Add +46.4% | 88,579 | $5.7M |
| LexAurum Advisors, LLC | 0.71% | Reduce -31.9% | 69,349 | $4.4M |
| Allworth Financial LP | 0.01% | Add +0.1% | 48,835 | $3.1M |
| Wells Fargo & Company | 0.00% | Add +2.7% | 37,904 | $2.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.4% | 29,617 | $1.9M |
| 5T Wealth, LLC | 0.97% | Add +55.1% | 29,564 | $1.9M |
| Wealthedge Investment Advisors, LLC | 0.78% | Reduce -36.3% | 29,129 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -7.7% | 27,163 | $1.7M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -12.3% | 24,268 | $1.6M |
| AlphaCore Capital LLC | 0.05% | No change | 22,457 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.2% | 22,249 | $1.4M |
| Empire Financial Management Company, LLC | 0.39% | Reduce -1.9% | 20,849 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +93.1% | 20,150 | $1.3M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -7.8% | 20,114 | $1.3M |
| Apella Capital, LLC | 0.03% | Reduce -0.1% | 18,311 | $1.2M |
| Vise Technologies, Inc. | 0.05% | — | 17,869 | $1.1M |
| Stonehearth Capital Management, LLC | 0.46% | Reduce -6.8% | 17,492 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +14.2% | 16,980 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.7% | 15,832 | $1.0M |
| RVW Wealth, LLC | 0.08% | Reduce -2.2% | 13,919 | $893K |
| Blue Oak Capital, LLC | 0.46% | Reduce -17.8% | 13,734 | $881K |
| NewEdge Advisors, LLC | 0.00% | Add +9.3% | 12,237 | $785K |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.0% | 11,734 | $752K |
| AQR Capital Management | 0.00% | Add +4.1% | 11,574 | $742K |
| Kathmere Capital Management, LLC | 0.06% | Add +9.4% | 11,381 | $730K |
| Spire Wealth Management | 0.02% | Reduce -35.9% | 10,629 | $682K |
| Signet Financial Management, LLC | 0.08% | Reduce -23.5% | 10,311 | $661K |
| First Commonwealth Financial Corp | 0.13% | Reduce -28.7% | 9,706 | $622K |
| Edge Financial Advisors LLC | 0.33% | Reduce -0.4% | 9,653 | $620K |
| Synovus Financial Corp. | 0.01% | Reduce -4.1% | 9,636 | $618K |
| RHS Financial, LLC | 0.34% | Add +18.3% | 9,375 | $601K |
| Independent Wealth Network Inc. | 0.21% | Reduce -1.7% | 9,193 | $590K |
| AlTi Global, Inc. | 0.01% | No change | 8,758 | $562K |
| MN Wealth Advisors, LLC | 0.32% | Add +27.3% | 8,533 | $547K |
| Private Advisor Group, LLC | 0.00% | New | 8,293 | $532K |
| Gimbal Financial | 0.31% | No change | 7,946 | $510K |
| Lodestar Private Asset Management LLC | 0.06% | Add +0.0% | 7,610 | $488K |
| HHM Wealth Advisors, LLC | 0.06% | Reduce -14.1% | 7,585 | $486K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -13.8% | 7,380 | $473K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.8% | 7,365 | $472K |
| Schiavi & Co LLC | 0.15% | No change | 7,076 | $454K |
| Worth Financial Advisory Group, LLC | 0.26% | Reduce -4.1% | 6,656 | $427K |
| MML Investors Services, LLC | 0.00% | Reduce -8.6% | 6,157 | $395K |
| Cetera Investment Advisers | 0.00% | Reduce -35.9% | 6,084 | $390K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.2% | 5,768 | $370K |
| Modern Wealth Management, LLC | 0.01% | Add +0.0% | 5,606 | $360K |
| Citadel Advisors | 0.00% | Reduce -95.9% | 5,492 | $352K |
| Comerica Bank | 0.00% | No change | 5,344 | $343K |
| Mendel Money Management | 0.14% | Reduce -4.1% | 5,014 | $322K |
| American Trust | 0.03% | New | 4,301 | $276K |
| Bellevue Asset Management, LLC | 0.13% | Add +10.0% | 4,047 | $260K |
| Trilogy Capital Inc. | 0.01% | Add +1.9% | 3,930 | $252K |
| Citigroup Inc. | 0.00% | Reduce -3.3% | 3,907 | $251K |
| Interactive Financial Advisors, Inc. | 0.11% | New | 3,613 | $232K |
| Facet Wealth, Inc. | 0.01% | New | 3,564 | $225K |
| 3Chopt Investment Partners, LLC | 0.05% | Add +62.5% | 3,340 | $214K |
| Avantax Advisory Services, Inc. | 0.00% | New | 3,323 | $213K |
| Apollon Wealth Management, LLC | 0.00% | New | 3,311 | $212K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.9% | 3,232 | $207K |
| Summit Wealth Partners, LLC | 0.04% | New | 3,149 | $202K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.3% | 2,126 | $136K |
| Capital Analysts, LLC | 0.00% | Add +1.4% | 1,628 | $104K |
| MAI Capital Management | 0.00% | No change | 1,529 | $98K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 1,048 | $69K |
| Global Retirement Partners, LLC | 0.00% | — | 1,059 | $68K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.2% | 912 | $58K |
| Resources Management Corp. /CT/ | 0.01% | No change | 900 | $58K |
| SYM FINANCIAL Corp | 0.01% | No change | 843 | $54K |
| Total Investment Management Inc. | 0.01% | New | 718 | $46K |
| Smithfield Trust Co | 0.00% | No change | 681 | $44K |
| IFP Advisors, Inc | 0.00% | New | 555 | $36K |
| Ameritas Advisory Services, LLC | 0.00% | New | 501 | $32K |
| FMR LLC | 0.00% | Reduce -27.8% | 492 | $32K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.3% | 486 | $31K |
| Ancora Advisors LLC | 0.00% | No change | 401 | $26K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 365 | $23K |
| AE Wealth Management LLC | 0.00% | No change | 351 | $23K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 332 | $21K |
| Cwm, LLC | 0.00% | No change | 310 | $20K |
| Beacon Capital Management, LLC | 0.00% | Add +1.5% | 277 | $18K |
| Clearstead Advisors, LLC | 0.00% | No change | 100 | $6K |
| Qube Research & Technologies Ltd | 0.00% | No change | 83 | $5K |
| Harbour Investments, Inc. | 0.00% | No change | 80 | $5K |
| GeoWealth Management, LLC | 0.00% | Reduce -1.3% | 77 | $5K |
| Richards, Merrill & Peterson, Inc. | 0.00% | New | 52 | $3K |
| Assetmark, Inc. | 0.00% | New | 45 | $3K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 27 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 27 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 12 | $795 |
| Park Square Financial Group, LLC | 0.00% | No change | 10 | $641 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -60.0% | 4 | $257 |
"% 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.