JPM DIVERSIFIED RET INTL EQ JPIN
$73.06
+1.5% 52w: $59.49 – $75.83
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data59.4967.6675.83
Jun 20, 2025 Jul 2, 2026
Institutional holders
113
+7 QoQ
13F value
$248.1M
-5.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns JPIN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| UBS Group AG | Bank broker | 481.2K | $34.3M | 0.0% | +0.9% |
| MORGAN STANLEY | Bank broker | 312.2K | $22.2M | 0.0% | +3.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 286.4K | $20.5M | 0.0% | -39.1% |
| Cerity Partners LLC | Diversified mechanical | 207.9K | $14.8M | 0.0% | +0.9% |
| Sterneck Capital Management, LLC | Wealth advisor | 172.2K | $12.3M | 5.5% | +1.9% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 162.9K | $11.6M | 0.0% | -0.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 147.0K | $10.5M | 0.0% | -30.2% |
| LPL Financial LLC | Bank broker | 137.1K | $9.8M | 0.0% | -5.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 123.4K | $8.8M | 0.0% | +87.5% |
| Focus Partners Wealth | Wealth advisor | 122.2K | $8.7M | 0.0% | +0.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 121.9K | $8.7M | 0.0% | -4.1% |
| ROYAL BANK OF CANADA | Bank broker | 103.4K | $7.4M | 0.0% | -41.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 86.6K | $6.2M | 0.0% | -5.3% |
| JPMORGAN CHASE & CO | Bank broker | 89.0K | $6.1M | 0.0% | -14.1% |
| KKM Financial LLC | Other | 60.6K | $4.1M | 0.7% | Held |
| Allworth Financial LP | Wealth advisor | 49.8K | $3.5M | 0.0% | +0.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 48.5K | $3.5M | 0.0% | +7.5% |
| FLOW TRADERS U.S. LLC | Market maker | 39.4K | $2.8M | 0.1% | -43.7% |
| JANE STREET GROUP, LLC | Market maker | 34.1K | $2.4M | 0.0% | +53.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 33.1K | $2.3M | 0.0% | +27.1% |
| 5T Wealth, LLC | Wealth advisor | 32.0K | $2.3M | 0.9% | -7.2% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 29.6K | $2.1M | 0.0% | -0.1% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 26.5K | $1.9M | 0.0% | +1.1% |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | Wealth advisor | 25.4K | $1.8M | 0.7% | -7.1% |
| AlphaCore Capital LLC | Wealth advisor | 21.3K | $1.5M | 0.0% | -2.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 19.9K | $1.4M | 0.0% | -3.9% |
| CreativeOne Wealth, LLC | Wealth advisor | 18.8K | $1.3M | 0.0% | +9.2% |
| Apella Capital, LLC | Wealth advisor | 17.7K | $1.3M | 0.0% | -3.0% |
| Financially in Tune, LLC | Wealth advisor | 18.0K | $1.3M | 1.1% | -2.1% |
| Sherman Wealth Management LLC | Wealth advisor | 17.8K | $1.3M | 1.1% | -3.8% |
| Mendel Money Management | Other | 17.7K | $1.3M | 0.5% | +41.5% |
| Quantinno Capital Management LP | Diversified mechanical | 17.4K | $1.2M | 0.0% | +45.5% |
| LexAurum Advisors, LLC | Wealth advisor | 16.8K | $1.2M | 0.2% | — |
| Stonehearth Capital Management, LLC | Wealth advisor | 14.5K | $1.0M | 0.4% | -10.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 14.1K | $1.0M | 0.0% | +29.9% |
| RVW Wealth, LLC | Wealth advisor | 13.9K | $987K | 0.1% | +0.1% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 13.7K | $979K | 0.0% | -13.7% |
| Kathmere Capital Management, LLC | Wealth advisor | 13.7K | $976K | 0.1% | Held |
| Vise Technologies, Inc. | Wealth advisor | 14.0K | $952K | 0.0% | Held |
| Spire Wealth Management | Wealth advisor | 13.0K | $928K | 0.0% | +4.8% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 12.6K | $896K | 0.0% | +20.0% |
| Independent Wealth Network Inc. | Wealth advisor | 11.8K | $839K | 0.2% | +0.1% |
| Summit Financial, LLC | Wealth advisor | 10.8K | $773K | 0.0% | New |
| NewEdge Advisors, LLC | Diversified mechanical | 10.6K | $752K | 0.0% | -0.2% |
| Cetera Investment Advisers | Wealth advisor | 10.0K | $710K | 0.0% | +0.7% |
| BlackRock, Inc. | Index provider | 9.7K | $693K | 0.0% | -5.2% |
| Composition Wealth, LLC | Wealth advisor | 9.6K | $682K | 0.0% | -6.7% |
| RHS Financial, LLC | Wealth advisor | 9.4K | $669K | 0.3% | -0.1% |
| SIGNET FINANCIAL MANAGEMENT, LLC | Wealth advisor | 9.4K | $668K | 0.1% | -1.5% |
| Advisory Services Network, LLC | Diversified mechanical | 9.2K | $659K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.