JPM Diversified Ret Intl EqJPINETF
13F holders, Q4 2025 (December 31)107holders +3
11new positions
9sold out
2famous investors
$67.75avg. 13F price*
At the end of Q4 2025, 107 institutions reported holding JPM Diversified Ret Intl Eq (JPIN) in their 13F filings, up 3 from Q3 2025. 11 opened new positions and 9 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($32.6M), UBS Group AG ($32.5M) and Morgan Stanley ($20.5M). 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 2025)
- CUSIP
- 46641Q209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $15.2M |
| Exits | 9 | $14.2M |
All 13F filers, Q3 2025 → Q4 2025: 427,248 shares bought and 299,004 shares sold, net +128,244 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -2.6% | 470,166 | $32.6M |
| UBS Group AG | 0.01% | Reduce -0.3% | 476,753 | $32.5M |
| Morgan Stanley | 0.00% | Reduce -1.2% | 301,199 | $20.5M |
| Bank of America Corp. | 0.00% | Reduce -2.9% | 210,611 | $14.4M |
| Cerity Partners LLC | 0.02% | Reduce -0.9% | 206,045 | $14.0M |
| Royal Bank of Canada | 0.00% | Add +102.0% | 178,135 | $12.1M |
| Sterneck Capital Management, LLC | 5.19% | Add +2.3% | 169,056 | $11.5M |
| Captrust Financial Advisors | 0.02% | Add +1.4% | 163,054 | $11.1M |
| LPL Financial LLC | 0.00% | Add +2.6% | 145,624 | $9.9M |
| Raymond James Financial Inc. | 0.00% | Add +5.2% | 127,013 | $8.7M |
| Focus Partners Wealth | 0.01% | Add +11.1% | 121,673 | $8.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.8% | 103,561 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.2% | 91,444 | $6.2M |
| Flow Traders U.S. LLC | 0.16% | New | 70,025 | $4.8M |
| TBH Global Asset Management, LLC | 0.77% | New | 98,804 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -3.9% | 65,796 | $4.5M |
| KKM Financial LLC | 0.73% | New | 60,634 | $4.1M |
| Allworth Financial LP | 0.01% | Add +1.7% | 49,529 | $3.4M |
| Wells Fargo & Company | 0.00% | Add +1.3% | 45,105 | $3.1M |
| 5T Wealth, LLC | 0.94% | Add +5.3% | 34,489 | $2.4M |
| Rockefeller Capital Management L.P. | 0.00% | No change | 29,617 | $2.0M |
| Wealthedge Investment Advisors, LLC | 0.69% | Reduce -5.4% | 27,322 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.4% | 26,171 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +15.0% | 26,063 | $1.8M |
| Citadel Advisors | 0.00% | Add +129.8% | 22,730 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +290.5% | 22,303 | $1.5M |
| AlphaCore Capital LLC | 0.03% | No change | 21,757 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +19.9% | 20,664 | $1.4M |
| Sherman Wealth Management LLC | 1.10% | — | 18,515 | $1.3M |
| Financially in Tune, LLC | 1.17% | — | 18,401 | $1.3M |
| Apella Capital, LLC | 0.02% | Reduce -0.6% | 18,208 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -20.0% | 17,177 | $1.2M |
| Stonehearth Capital Management, LLC | 0.41% | Reduce -0.0% | 16,213 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +1.1% | 15,923 | $1.1M |
| Vise Technologies, Inc. | 0.02% | Add +8.3% | 13,966 | $952K |
| RVW Wealth, LLC | 0.07% | Reduce -0.5% | 13,842 | $943K |
| Kathmere Capital Management, LLC | 0.06% | Add +5.8% | 13,698 | $933K |
| Mendel Money Management | 0.36% | Add +52.2% | 12,482 | $851K |
| Spire Wealth Management | 0.03% | Reduce -13.7% | 12,425 | $847K |
| Quantinno Capital Management LP | 0.00% | New | 11,923 | $812K |
| Independent Wealth Network Inc. | 0.25% | Add +9.4% | 11,767 | $802K |
| Ameriprise Financial Inc. | 0.00% | Add +15.6% | 10,822 | $737K |
| NewEdge Advisors, LLC | 0.00% | Add +0.3% | 10,581 | $721K |
| AQR Capital Management | 0.00% | Reduce -1.9% | 10,479 | $714K |
| Composition Wealth, LLC | 0.01% | Reduce -0.2% | 10,262 | $699K |
| BlackRock, Inc. | 0.00% | New | 10,260 | $699K |
| Cetera Investment Advisers | 0.00% | Add +5.2% | 9,891 | $674K |
| Edge Financial Advisors LLC | 0.28% | Add +1.3% | 9,845 | $671K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 9,746 | $665K |
| Signet Financial Management, LLC | 0.07% | Reduce -5.5% | 9,529 | $649K |
| RHS Financial, LLC | 0.31% | Add +0.4% | 9,403 | $641K |
| AlTi Global, Inc. | 0.01% | No change | 8,758 | $597K |
| Private Advisor Group, LLC | 0.00% | Add +1.2% | 8,418 | $574K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -12.1% | 8,218 | $560K |
| Kestra Advisory Services, LLC | 0.00% | Add +16.9% | 8,094 | $552K |
| MN Wealth Advisors, LLC | 0.27% | Add +0.2% | 7,867 | $536K |
| HHM Wealth Advisors, LLC | 0.06% | No change | 7,585 | $517K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -0.9% | 7,527 | $513K |
| First Commonwealth Financial Corp | 0.08% | Reduce -13.5% | 7,511 | $512K |
| Vawter Financial, Ltd. | 0.21% | No change | 7,311 | $498K |
| Schiavi & Co LLC | 0.15% | No change | 7,076 | $482K |
| Empire Financial Management Company, LLC | 0.10% | Reduce -66.3% | 7,030 | $479K |
| Worth Financial Advisory Group, LLC | 0.23% | Reduce -0.7% | 6,866 | $468K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -68.8% | 6,256 | $426K |
| MML Investors Services, LLC | 0.00% | Add +3.4% | 6,174 | $421K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.9% | 5,650 | $385K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -3.0% | 5,630 | $384K |
| Modern Wealth Management, LLC | 0.01% | Add +0.0% | 5,609 | $382K |
| Comerica Bank | 0.00% | Add +4.2% | 5,607 | $382K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.05% | — | 5,480 | $373K |
| Trilogy Capital Inc. | 0.01% | Add +13.4% | 4,455 | $304K |
| NorthRock Partners, LLC | 0.00% | No change | 4,198 | $286K |
| Citigroup Inc. | 0.00% | Add +0.0% | 3,836 | $261K |
| Facet Wealth, Inc. | 0.00% | No change | 3,564 | $257K |
| Farther Finance Advisors, LLC | 0.00% | Add +225.6% | 3,591 | $245K |
| Apollon Wealth Management, LLC | 0.00% | Add +0.7% | 3,344 | $228K |
| 3Chopt Investment Partners, LLC | 0.05% | No change | 3,325 | $227K |
| Summit Wealth Partners, LLC | 0.04% | Add +2.2% | 3,241 | $221K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,052 | $208K |
| Bellevue Asset Management, LLC | 0.06% | Reduce -27.5% | 2,900 | $198K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +35.0% | 2,871 | $196K |
| MAI Capital Management | 0.00% | No change | 1,529 | $104K |
| Capital Analysts, LLC | 0.00% | Reduce -11.3% | 1,454 | $99K |
| Lodestone Wealth Management LLC | 0.04% | New | 1,316 | $90K |
| FMR LLC | 0.00% | Reduce -8.4% | 1,202 | $82K |
| Resources Management Corp. /CT/ | 0.01% | No change | 900 | $61K |
| IFP Advisors, Inc | 0.00% | No change | 732 | $50K |
| Smithfield Trust Co | 0.00% | No change | 681 | $46K |
| International Assets Investment Management, LLC | 0.00% | New | 547 | $37K |
| Eagle Bay Advisors LLC | 0.03% | New | 526 | $36K |
| Horizon Investments, LLC | 0.00% | New | 487 | $33K |
| SYM FINANCIAL Corp | 0.00% | Reduce -12.2% | 466 | $32K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.2% | 426 | $29K |
| Ancora Advisors LLC | 0.00% | No change | 400 | $27K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 365 | $25K |
| AE Wealth Management LLC | 0.00% | Add +2.0% | 358 | $24K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -0.3% | 331 | $23K |
| Cwm, LLC | 0.00% | Reduce -25.8% | 230 | $16K |
| Qube Research & Technologies Ltd | 0.00% | No change | 83 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 80 | $5K |
"% 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.