JPIN Institutional Ownership
JPMorgan Diversified Return International Equity ETF
1W: -1.7%
1M: -3.9%
3M: -0.2%
YTD: +7.4%
1Y: +10.0%
3Y: +59.9%
5Y: +43.5%
$73.69
+0.68 (+0.93%)
Weekly Expected Move ±1.9%
$71
$72
$74
$75
$76
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — JPIN
121
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
251M
Total Invested
10
New Positions
31
Increased
56
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (127 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 457,583 | 34M | -23,661 | -4.9% | 46Q | SEC ↗ |
| 2 | MORGAN STANLEY | 313,726 | 23M | +1,544 | +0.5% | 45Q | SEC ↗ |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 280,697 | 21M | -5,653 | -2.0% | 41Q | SEC ↗ |
| 4 | Cerity Partners LLC | 204,172 | 15M | -3,730 | -1.8% | 13Q | SEC ↗ |
| 5 | Sterneck Capital Management, LLC | 169,134 | 12M | -3,070 | -1.8% | 37Q | SEC ↗ |
| 6 | CAPTRUST FINANCIAL ADVISORS | 168,438 | 12M | +5,503 | +3.4% | 23Q | SEC ↗ |
| 7 | Focus Partners Wealth | 126,310 | 9M | +4,103 | +3.4% | 7Q | SEC ↗ |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 117,809 | 9M | -5,546 | -4.5% | 13Q | SEC ↗ |
| 9 | Kingsview Wealth Management, LLC NEW | 115,977 | 9M | — | +0.0% | 1Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 114,178 | 8M | -7,673 | -6.3% | 7Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 102,273 | 8M | +15,661 | +18.1% | 26Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 92,614 | 7M | -10,815 | -10.5% | 41Q | SEC ↗ |
| 13 | LPL Financial LLC | 91,976 | 7M | -45,110 | -32.9% | 44Q | SEC ↗ |
| 14 | Sanctuary Advisors, LLC NEW | 87,159 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 15 | JPMORGAN CHASE & CO | 82,184 | 6M | -6,795 | -7.6% | 46Q | SEC ↗ |
| 16 | BANK OF AMERICA CORP /DE | 61,793 | 5M | -85,186 | -58.0% | 15Q | SEC ↗ |
| 17 | Allworth Financial LP | 49,506 | 4M | -323 | -0.6% | 33Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN | 48,109 | 4M | -383 | -0.8% | 41Q | SEC ↗ |
| 19 | JONES FINANCIAL COMPANIES LLLP | 46,495 | 3M | +13,365 | +40.3% | 9Q | SEC ↗ |
| 20 | MCF Advisors LLC NEW | 40,655 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 29,596 | 2M | — | +0.0% | 7Q | SEC ↗ |
| 22 | 5T Wealth, LLC | 27,770 | 2M | -4,238 | -13.2% | 7Q | SEC ↗ |
| 23 | Steward Partners Investment Advisory, | 25,579 | 2M | -877 | -3.3% | 29Q | SEC ↗ |
| 24 | Mendel Money Management | 23,956 | 2M | +6,298 | +35.7% | 21Q | SEC ↗ |
| 25 | WEALTHEDGE INVESTMENT ADVISORS, LLC | 21,505 | 2M | -3,876 | -15.3% | 7Q | SEC ↗ |
| 26 | AlphaCore Capital LLC | 21,257 | 2M | — | +0.0% | 6Q | SEC ↗ |
| 27 | Cambridge Investment Research Advisors | 20,212 | 1M | +345 | +1.7% | 43Q | SEC ↗ |
| 28 | Sherman Wealth Management LLC | 19,387 | 1M | +1,581 | +8.9% | 3Q | SEC ↗ |
| 29 | Financially in Tune, LLC | 18,018 | 1M | -383 | -2.1% | 2Q | SEC ↗ |
| 30 | Beacon Pointe Advisors, LLC NEW | 17,803 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Apella Capital, LLC | 17,544 | 1M | -119 | -0.7% | 13Q | SEC ↗ |
| 32 | RHS Financial, LLC | 16,765 | 1M | +7,375 | +78.5% | 11Q | SEC ↗ |
| 33 | Advisory Services Network, LLC | 16,447 | 1M | +7,202 | +77.9% | 2Q | SEC ↗ |
| 34 | Quantinno Capital Management LP | 16,203 | 1M | -1,147 | -6.6% | 3Q | SEC ↗ |
| 35 | LexAurum Advisors, LLC | 15,651 | 1M | -1,177 | -7.0% | 2Q | SEC ↗ |
| 36 | CreativeOne Wealth, LLC | 15,610 | 1M | -3,145 | -16.8% | 34Q | SEC ↗ |
| 37 | NewEdge Advisors, LLC | 14,478 | 1M | +3,919 | +37.1% | 11Q | SEC ↗ |
| 38 | RVW Wealth, LLC | 13,864 | 1M | +7 | +0.1% | 30Q | SEC ↗ |
| 39 | AMERIPRISE FINANCIAL INC | 13,811 | 1M | -245 | -1.7% | 16Q | SEC ↗ |
| 40 | Stonehearth Capital Management, LLC | 13,767 | 1M | -747 | -5.1% | 35Q | SEC ↗ |
| 41 | Kathmere Capital Management, LLC | 13,698 | 1M | — | +0.0% | 13Q | SEC ↗ |
| 42 | MERCER GLOBAL ADVISORS INC /ADV | 12,576 | 927K | -1,164 | -8.5% | 10Q | SEC ↗ |
| 43 | Independent Wealth Network Inc. | 12,397 | 914K | +618 | +5.2% | 20Q | SEC ↗ |
| 44 | AQR CAPITAL MANAGEMENT LLC | 12,327 | 908K | -243 | -1.9% | 8Q | SEC ↗ |
| 45 | JANE STREET GROUP, LLC | 12,308 | 907K | -21,837 | -64.0% | 4Q | SEC ↗ |
| 46 | Spire Wealth Management | 12,149 | 895K | -871 | -6.7% | 22Q | SEC ↗ |
| 47 | BlackRock, Inc. | 11,931 | 879K | +2,204 | +22.7% | 3Q | SEC ↗ |
| 48 | Vise Technologies, Inc. | 11,867 | 874K | -2,099 | -15.0% | 5Q | SEC ↗ |
| 49 | Summit Financial, LLC | 10,664 | 786K | -180 | -1.7% | 2Q | SEC ↗ |
| 50 | Cetera Investment Advisers | 10,071 | 742K | +106 | +1.1% | 10Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Kingsview Wealth Management, LLC | 115,977 | 9M |
| Sanctuary Advisors, LLC | 87,159 | 6M |
| MCF Advisors LLC | 40,655 | 3M |
| Beacon Pointe Advisors, LLC | 17,803 | 1M |
| Gimbal Financial | 7,946 | 586K |
| Worth Financial Advisory Group, LLC | 7,099 | 523K |
| Vident Advisory, LLC | 6,526 | 481K |
| Arax Advisory Partners | 2,705 | 199K |
| Institute for Wealth Management, LL | 2,660 | 196K |
| Integrated Wealth Concepts LLC | 1,448 | 107K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TBH Global Asset Management, LLC | 98,804 | 7M |
| KKM Financial LLC | 60,634 | 4M |
| FLOW TRADERS U.S. LLC | 39,390 | 3M |
| GTS SECURITIES LLC | 7,824 | 577K |
| Bay Colony Advisory Group, Inc d/b/ | 5,945 | 438K |
| CITADEL ADVISORS LLC | 4,012 | 296K |
| Apollon Wealth Management, LLC | 3,347 | 247K |
| MAI Capital Management | 1,529 | 113K |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 900 | 66K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 651 | 48K |
| Eagle Bay Advisors LLC | 526 | 39K |
| Lloyd Advisory Services, LLC. | 79 | 6K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 27 | 2K |
| Western Wealth Management, LLC | 6 | 0K |
| Financially Speaking Inc | 6 | 0K |
| Tower Research Capital LLC (TRC) | 2 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +15,661 | +18.1% | 102,273 |
| JONES FINANCIAL COMPANIES LLLP | +13,365 | +40.3% | 46,495 |
| RHS Financial, LLC | +7,375 | +78.5% | 16,765 |
| Advisory Services Network, LLC | +7,202 | +77.9% | 16,447 |
| Mendel Money Management | +6,298 | +35.7% | 23,956 |
| Farther Finance Advisors, LLC | +5,945 | +176.9% | 9,306 |
| CAPTRUST FINANCIAL ADVISORS | +5,503 | +3.4% | 168,438 |
| Focus Partners Wealth | +4,103 | +3.4% | 126,310 |
| NewEdge Advisors, LLC | +3,919 | +37.1% | 14,478 |
| BlackRock, Inc. | +2,204 | +22.7% | 11,931 |
| Sherman Wealth Management LLC | +1,581 | +8.9% | 19,387 |
| MORGAN STANLEY | +1,544 | +0.5% | 313,726 |
| Private Advisor Group, LLC | +650 | +7.7% | 9,079 |
| Independent Wealth Network Inc. | +618 | +5.2% | 12,397 |
| FIFTH THIRD BANCORP | +445 | +7.9% | 6,052 |
| Cambridge Investment Research Advis | +345 | +1.7% | 20,212 |
| CWM, LLC | +245 | +106.5% | 475 |
| MML INVESTORS SERVICES, LLC | +208 | +3.6% | 5,912 |
| VANGUARD ADVISERS INC | +130 | +1444.4% | 139 |
| Cetera Investment Advisers | +106 | +1.1% | 10,071 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -85,186 | -58.0% | 61,793 |
| LPL Financial LLC | -45,110 | -32.9% | 91,976 |
| UBS Group AG | -23,661 | -4.9% | 457,583 |
| JANE STREET GROUP, LLC | -21,837 | -64.0% | 12,308 |
| ROYAL BANK OF CANADA | -10,815 | -10.5% | 92,614 |
| RAYMOND JAMES FINANCIAL INC | -7,673 | -6.3% | 114,178 |
| JPMORGAN CHASE & CO | -6,795 | -7.6% | 82,184 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -5,653 | -2.0% | 280,697 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -5,546 | -4.5% | 117,809 |
| 5T Wealth, LLC | -4,238 | -13.2% | 27,770 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | -3,876 | -15.3% | 21,505 |
| Cerity Partners LLC | -3,730 | -1.8% | 204,172 |
| CITIGROUP INC | -3,446 | -96.6% | 120 |
| CreativeOne Wealth, LLC | -3,145 | -16.8% | 15,610 |
| Sterneck Capital Management, LLC | -3,070 | -1.8% | 169,134 |
| Vise Technologies, Inc. | -2,099 | -15.0% | 11,867 |
| LexAurum Advisors, LLC | -1,177 | -7.0% | 15,651 |
| MERCER GLOBAL ADVISORS INC /ADV | -1,164 | -8.5% | 12,576 |
| Quantinno Capital Management LP | -1,147 | -6.6% | 16,203 |
| Steward Partners Investment Advisor | -877 | -3.3% | 25,579 |