JPM Diversified Ret Intl EqJPINETF
13F holders, Q1 2026 (March 31)114holders +7
10new positions
4sold out
2famous investors
$71.15avg. 13F price*
At the end of Q1 2026, 114 institutions reported holding JPM Diversified Ret Intl Eq (JPIN) in their 13F filings, up 7 from Q4 2025. 10 opened new positions and 4 sold out. The largest holders were UBS Group AG ($34.3M), Morgan Stanley ($22.2M) and Wealth Enhancement Advisory Services, LLC ($20.5M). 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 (Q1 2026)
- CUSIP
- 46641Q209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.7M |
| Exits | 4 | $5.1M |
All 13F filers, Q4 2025 → Q1 2026: 158,693 shares bought and 532,249 shares sold, net −373,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 114 holders
| UBS Group AG | 0.01% | Add +0.9% | 481,244 | $34.3M |
| Morgan Stanley | 0.00% | Add +3.6% | 312,182 | $22.2M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -39.1% | 286,350 | $20.5M |
| Cerity Partners LLC | 0.02% | Add +0.9% | 207,902 | $14.8M |
| Sterneck Capital Management, LLC | 5.51% | Add +1.9% | 172,204 | $12.3M |
| Captrust Financial Advisors | 0.02% | Reduce -0.1% | 162,935 | $11.6M |
| Bank of America Corp. | 0.00% | Reduce -30.2% | 146,979 | $10.5M |
| LPL Financial LLC | 0.00% | Reduce -5.9% | 137,086 | $9.8M |
| Susquehanna International Group, LLP | 0.01% | Add +87.5% | 123,355 | $8.8M |
| Focus Partners Wealth | 0.01% | Add +0.4% | 122,207 | $8.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.1% | 121,851 | $8.7M |
| Royal Bank of Canada | 0.00% | Reduce -41.9% | 103,429 | $7.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.3% | 86,612 | $6.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.1% | 88,979 | $6.1M |
| KKM Financial LLC | 0.73% | No change | 60,634 | $4.1M |
| Allworth Financial LP | 0.01% | Add +0.6% | 49,829 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +7.5% | 48,492 | $3.5M |
| Flow Traders U.S. LLC | 0.09% | Reduce -43.8% | 39,390 | $2.8M |
| Jane Street Group, LLC | 0.00% | Add +53.1% | 34,145 | $2.4M |
| Jones Financial Companies LLLP | 0.00% | Add +27.1% | 33,130 | $2.3M |
| 5T Wealth, LLC | 0.90% | Reduce -7.2% | 32,008 | $2.3M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.1% | 29,596 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.1% | 26,456 | $1.9M |
| Wealthedge Investment Advisors, LLC | 0.66% | Reduce -7.1% | 25,381 | $1.8M |
| AlphaCore Capital LLC | 0.04% | Reduce -2.3% | 21,257 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.9% | 19,867 | $1.4M |
| CreativeOne Wealth, LLC | 0.03% | Add +9.2% | 18,755 | $1.3M |
| Apella Capital, LLC | 0.02% | Reduce -3.0% | 17,663 | $1.3M |
| Financially in Tune, LLC | 1.10% | Reduce -2.1% | 18,018 | $1.3M |
| Sherman Wealth Management LLC | 1.09% | Reduce -3.8% | 17,806 | $1.3M |
| Mendel Money Management | 0.53% | Add +41.5% | 17,658 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Add +45.5% | 17,350 | $1.2M |
| LexAurum Advisors, LLC | 0.16% | — | 16,828 | $1.2M |
| Stonehearth Capital Management, LLC | 0.41% | Reduce -10.5% | 14,514 | $1.0M |
| Ameriprise Financial Inc. | 0.00% | Add +29.9% | 14,056 | $1.0M |
| RVW Wealth, LLC | 0.08% | Add +0.1% | 13,857 | $987K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.7% | 13,740 | $979K |
| Kathmere Capital Management, LLC | 0.06% | No change | 13,698 | $976K |
| Vise Technologies, Inc. | 0.02% | No change | 13,966 | $952K |
| Spire Wealth Management | 0.03% | Add +4.8% | 13,020 | $928K |
| AQR Capital Management | 0.00% | Add +19.9% | 12,570 | $896K |
| Independent Wealth Network Inc. | 0.25% | Add +0.1% | 11,779 | $839K |
| Summit Financial, LLC | 0.01% | New | 10,844 | $773K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.2% | 10,559 | $752K |
| Cetera Investment Advisers | 0.00% | Add +0.8% | 9,965 | $710K |
| BlackRock, Inc. | 0.00% | Reduce -5.2% | 9,727 | $693K |
| Composition Wealth, LLC | 0.01% | Reduce -6.7% | 9,575 | $682K |
| RHS Financial, LLC | 0.32% | Reduce -0.1% | 9,390 | $669K |
| Signet Financial Management, LLC | 0.07% | Reduce -1.5% | 9,383 | $668K |
| Advisory Services Network, LLC | 0.01% | New | 9,245 | $659K |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -5.5% | 9,206 | $656K |
| AlTi Global, Inc. | 0.01% | No change | 8,758 | $624K |
| Private Advisor Group, LLC | 0.00% | Add +0.1% | 8,429 | $601K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.5% | 7,969 | $568K |
| GTS Securities LLC | 0.02% | New | 7,824 | $557K |
| HHM Wealth Advisors, LLC | 0.06% | No change | 7,585 | $540K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -2.1% | 7,369 | $525K |
| Vawter Financial, Ltd. | 0.22% | No change | 7,311 | $521K |
| First Commonwealth Financial Corp | 0.08% | Reduce -3.0% | 7,287 | $519K |
| Schiavi & Co LLC | 0.15% | No change | 7,076 | $504K |
| Empire Financial Management Company, LLC | 0.11% | No change | 7,030 | $501K |
| MN Wealth Advisors, LLC | 0.23% | Reduce -15.5% | 6,650 | $474K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -27.7% | 5,945 | $424K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.9% | 5,738 | $409K |
| MML Investors Services, LLC | 0.00% | Reduce -7.6% | 5,704 | $406K |
| Modern Wealth Management, LLC | 0.01% | Add +0.0% | 5,610 | $405K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 5,674 | $404K |
| Fifth Third Bancorp | 0.00% | New | 5,607 | $399K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -13.4% | 5,416 | $386K |
| NorthRock Partners, LLC | 0.01% | Add +2.6% | 4,306 | $307K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.03% | Reduce -23.4% | 4,198 | $299K |
| Citadel Advisors | 0.00% | Reduce -82.3% | 4,012 | $286K |
| Citigroup Inc. | 0.00% | Reduce -7.0% | 3,566 | $254K |
| Facet Wealth, Inc. | 0.00% | No change | 3,564 | $254K |
| Trilogy Capital Inc. | 0.01% | Reduce -21.5% | 3,496 | $249K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.4% | 3,361 | $243K |
| Apollon Wealth Management, LLC | 0.00% | Add +0.1% | 3,347 | $238K |
| 3Chopt Investment Partners, LLC | 0.05% | No change | 3,325 | $237K |
| Summit Wealth Partners, LLC | 0.04% | Reduce -0.8% | 3,216 | $229K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.7% | 3,121 | $222K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,052 | $217K |
| Bellevue Asset Management, LLC | 0.10% | Add +0.1% | 2,902 | $207K |
| Virtu Financial LLC | 0.01% | New | 2,807 | $200K |
| MAI Capital Management | 0.00% | No change | 1,529 | $109K |
| Capital Analysts, LLC | 0.00% | Add +0.2% | 1,457 | $104K |
| Lodestone Wealth Management LLC | 0.04% | Add +1.9% | 1,341 | $96K |
| FMR LLC | 0.00% | Add +2.4% | 1,231 | $88K |
| Horizon Investments, LLC | 0.00% | Add +100.0% | 974 | $69K |
| Resources Management Corp. /CT/ | 0.01% | No change | 900 | $64K |
| IFP Advisors, Inc | 0.00% | No change | 732 | $52K |
| Smithfield Trust Co | 0.00% | No change | 681 | $49K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 651 | $46K |
| International Assets Investment Management, LLC | 0.00% | No change | 547 | $40K |
| Cwm, LLC | 0.00% | Add +106.5% | 475 | $34K |
| SYM FINANCIAL Corp | 0.00% | No change | 466 | $33K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -0.2% | 425 | $30K |
| Ancora Advisors LLC | 0.00% | No change | 400 | $28K |
| AE Wealth Management LLC | 0.00% | Reduce -2.0% | 351 | $25K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -4.1% | 350 | $25K |
| Founders Financial Alliance, LLC | 0.00% | New | 335 | $24K |
"% 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.