JPM Diversified Ret Intl EqJPINETF
13F holders, Q3 2025 (September 30)104holders −1
11new positions
9sold out
2famous investors
$66.58avg. 13F price*
At the end of Q3 2025, 104 institutions reported holding JPM Diversified Ret Intl Eq (JPIN) in their 13F filings, down 1 from Q2 2025. 11 opened new positions and 9 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($32.1M), UBS Group AG ($31.9M) and Morgan Stanley ($20.3M). 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 (Q3 2025)
- CUSIP
- 46641Q209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $16.1M |
| Exits | 9 | $243K |
All 13F filers, Q2 2025 → Q3 2025: 367,421 shares bought and 189,852 shares sold, net +177,569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -1.2% | 482,607 | $32.1M |
| UBS Group AG | 0.01% | Add +0.3% | 478,316 | $31.9M |
| Morgan Stanley | 0.00% | Add +1.9% | 304,912 | $20.3M |
| Bank of America Corp. | 0.00% | Reduce -1.2% | 216,894 | $14.4M |
| Cerity Partners LLC | 0.02% | Reduce -0.7% | 207,946 | $13.9M |
| GTS Securities LLC | 0.52% | New | 203,318 | $13.5M |
| Sterneck Capital Management, LLC | 5.12% | Add +2.1% | 165,283 | $11.0M |
| Captrust Financial Advisors | 0.02% | Add +1.9% | 160,729 | $10.7M |
| LPL Financial LLC | 0.00% | Add +5.3% | 141,923 | $9.5M |
| Raymond James Financial Inc. | 0.00% | Add +4.2% | 120,768 | $8.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.7% | 117,399 | $7.8M |
| Focus Partners Wealth | 0.01% | Add +3.7% | 109,490 | $7.3M |
| Osaic Holdings, Inc. | 0.01% | Add +5.5% | 93,461 | $6.2M |
| Royal Bank of Canada | 0.00% | Reduce -13.8% | 88,178 | $5.9M |
| Susquehanna International Group, LLP | 0.01% | Add +207.6% | 68,446 | $4.6M |
| LexAurum Advisors, LLC | 0.65% | Reduce -2.1% | 67,905 | $4.5M |
| Allworth Financial LP | 0.01% | Reduce -0.3% | 48,709 | $3.2M |
| Wells Fargo & Company | 0.00% | Add +17.4% | 44,515 | $3.0M |
| 5T Wealth, LLC | 0.95% | Add +10.8% | 32,745 | $2.2M |
| Rockefeller Capital Management L.P. | 0.00% | No change | 29,617 | $2.0M |
| Wealthedge Investment Advisors, LLC | 0.73% | Reduce -0.8% | 28,889 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.3% | 26,281 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +33.5% | 22,660 | $1.5M |
| AlphaCore Capital LLC | 0.05% | Reduce -3.1% | 21,757 | $1.4M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -11.5% | 21,476 | $1.4M |
| Empire Financial Management Company, LLC | 0.32% | Add +0.1% | 20,868 | $1.4M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -0.3% | 20,048 | $1.3M |
| Apella Capital, LLC | 0.03% | Add +0.1% | 18,326 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +133.9% | 17,229 | $1.1M |
| Stonehearth Capital Management, LLC | 0.42% | Reduce -7.3% | 16,214 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.5% | 15,758 | $1.0M |
| Spire Wealth Management | 0.03% | Add +35.5% | 14,404 | $959K |
| RVW Wealth, LLC | 0.07% | Reduce -0.1% | 13,908 | $926K |
| Kathmere Capital Management, LLC | 0.06% | Add +13.8% | 12,950 | $863K |
| Vise Technologies, Inc. | 0.03% | Reduce -27.8% | 12,894 | $859K |
| Independent Wealth Network Inc. | 0.23% | Add +17.0% | 10,757 | $717K |
| AQR Capital Management | 0.00% | Reduce -7.7% | 10,679 | $711K |
| NewEdge Advisors, LLC | 0.00% | Reduce -13.8% | 10,546 | $702K |
| Composition Wealth, LLC | 0.01% | New | 10,280 | $685K |
| Signet Financial Management, LLC | 0.08% | Reduce -2.2% | 10,083 | $672K |
| Citadel Advisors | 0.00% | Add +80.1% | 9,890 | $659K |
| Edge Financial Advisors LLC | 0.29% | Add +0.7% | 9,716 | $647K |
| Synovus Financial Corp. | 0.01% | Add +0.3% | 9,662 | $644K |
| Cetera Investment Advisers | 0.00% | Add +54.5% | 9,399 | $626K |
| RHS Financial, LLC | 0.32% | Reduce -0.1% | 9,366 | $624K |
| Ameriprise Financial Inc. | 0.00% | Reduce -20.2% | 9,366 | $624K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | New | 9,346 | $623K |
| AlTi Global, Inc. | 0.01% | No change | 8,758 | $583K |
| First Commonwealth Financial Corp | 0.10% | Reduce -10.6% | 8,682 | $578K |
| Private Advisor Group, LLC | 0.00% | Add +0.3% | 8,321 | $554K |
| Mendel Money Management | 0.23% | Add +63.6% | 8,203 | $546K |
| Gimbal Financial | 0.32% | No change | 7,946 | $529K |
| MN Wealth Advisors, LLC | 0.28% | Reduce -8.0% | 7,854 | $523K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -0.2% | 7,593 | $506K |
| HHM Wealth Advisors, LLC | 0.06% | No change | 7,585 | $505K |
| Vawter Financial, Ltd. | 0.22% | New | 7,311 | $487K |
| Schiavi & Co LLC | 0.16% | No change | 7,076 | $471K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.2% | 6,923 | $461K |
| Worth Financial Advisory Group, LLC | 0.26% | Add +3.9% | 6,914 | $461K |
| MML Investors Services, LLC | 0.00% | Reduce -3.0% | 5,973 | $398K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -70.5% | 5,940 | $396K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.6% | 5,805 | $387K |
| Jane Street Group, LLC | 0.00% | New | 5,712 | $380K |
| Modern Wealth Management, LLC | 0.01% | Add +0.0% | 5,607 | $373K |
| Comerica Bank | 0.00% | Add +0.7% | 5,381 | $358K |
| American Trust | 0.02% | Reduce -0.9% | 4,262 | $284K |
| NorthRock Partners, LLC | 0.01% | New | 4,198 | $280K |
| Bellevue Asset Management, LLC | 0.12% | Reduce -1.1% | 4,002 | $267K |
| Trilogy Capital Inc. | 0.01% | No change | 3,930 | $262K |
| Citigroup Inc. | 0.00% | Reduce -1.8% | 3,835 | $255K |
| Interactive Financial Advisors, Inc. | 0.14% | Add +5.6% | 3,815 | $254K |
| Facet Wealth, Inc. | 0.00% | No change | 3,564 | $237K |
| 3Chopt Investment Partners, LLC | 0.05% | Reduce -0.5% | 3,325 | $221K |
| Apollon Wealth Management, LLC | 0.00% | Add +0.3% | 3,322 | $221K |
| Summit Wealth Partners, LLC | 0.04% | Add +0.7% | 3,170 | $211K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.6% | 3,052 | $203K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,126 | $142K |
| Capital Analysts, LLC | 0.00% | Add +0.7% | 1,639 | $109K |
| MAI Capital Management | 0.00% | No change | 1,529 | $102K |
| FMR LLC | 0.00% | Add +166.9% | 1,313 | $87K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,185 | $79K |
| Farther Finance Advisors, LLC | 0.00% | Add +20.9% | 1,103 | $73K |
| Resources Management Corp. /CT/ | 0.01% | No change | 900 | $60K |
| IFP Advisors, Inc | 0.00% | Add +31.9% | 732 | $49K |
| Smithfield Trust Co | 0.00% | No change | 681 | $45K |
| SYM FINANCIAL Corp | 0.00% | Reduce -37.0% | 531 | $35K |
| Advisory Services Network, LLC | 0.00% | New | 442 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -14.2% | 417 | $28K |
| Ancora Advisors LLC | 0.00% | Reduce -0.3% | 400 | $27K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 365 | $24K |
| AE Wealth Management LLC | 0.00% | No change | 351 | $23K |
| Founders Financial Alliance, LLC | 0.00% | New | 335 | $22K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 332 | $22K |
| Cwm, LLC | 0.00% | No change | 310 | $21K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 129 | $9K |
| Clearstead Advisors, LLC | 0.00% | No change | 100 | $7K |
| Qube Research & Technologies Ltd | 0.00% | No change | 83 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 80 | $5K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 52 | $3K |
| Abound Wealth Management | 0.00% | New | 48 | $3K |
"% 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.