JPM DIVERSIFIED RET INTL EQ (JPIN) Institutional Ownership Changes & 13F Activity
JPM DIVERSIFIED RET INTL EQ (JPIN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Kingsview Wealth Management, Llc, Sanctuary Advisors, Llc, Bank Of America Corp, Jpmorgan Chase & Co, and Ubs Group Ag.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Kingsview Wealth Management, Llc | Buy | +115,977 | — | 115,977 | $8.39M | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Sell | -1,164 | -8.5% | 12,576 | $909.39K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +17,803 | — | 17,803 | $1.29M | Q2 2026 | Aug 18, 2026 |
| Bank Of America Corp | Sell | -85,186 | -58.0% | 61,793 | $4.47M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -21,837 | -64.0% | 12,308 | $889.99K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +15,661 | +18.1% | 102,273 | $7.40M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +13,811 | — | 13,811 | $998.69K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +13,365 | +40.3% | 46,495 | $3.36M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -10,815 | -10.5% | 92,614 | $6.70M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -7,673 | -6.3% | 114,178 | $8.26M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -5,546 | -4.5% | 117,809 | $8.52M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -3,730 | -1.8% | 204,172 | $14.76M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -383 | -0.8% | 48,109 | $3.48M | Q2 2026 | Aug 14, 2026 |
| Empire Financial Management Company, Llc | Sell | -275 | -3.9% | 6,755 | $488.45K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Sell | -243 | -1.9% | 12,327 | $891.40K | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | Sell | -140 | -1.5% | 9,066 | $655.62K | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Sell | -110 | -2.0% | 5,500 | $397.70K | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +28 | +35.4% | 107 | $7.74K | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, Llc | Buy | +87,159 | — | 87,159 | $6.30M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -23,661 | -4.9% | 457,583 | $33.09M | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Buy | +5,503 | +3.4% | 168,438 | $12.18M | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Sell | -3,145 | -16.8% | 15,610 | $1.13M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1,544 | +0.5% | 313,726 | $22.69M | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management Lp | Sell | -1,147 | -6.6% | 16,203 | $1.17M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -877 | -3.3% | 25,579 | $1.85M | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, Llc | Sell | -487 | -50.0% | 487 | $35.22K | Q2 2026 | Aug 13, 2026 |
| Vanguard Advisers Inc | Buy | +130 | +1444.4% | 139 | $10.05K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +100 | +8.1% | 1,331 | $96.22K | Q2 2026 | Aug 13, 2026 |
| Virtu Financial Llc | Sell | -43 | -1.5% | 2,764 | $200.00K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +82,184 | — | 82,184 | $5.96M | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about JPIN activity
Which institutional owners are buying JPIN?
Institutional owners buying JPIN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in JPIN activity?
"Buy" means an investor increased their reported position in JPIN compared to the prior reporting period. This reflects growing exposure to JPM DIVERSIFIED RET INTL EQ (JPIN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in JPIN increasing?
Institutional interest in JPIN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.