JPM DIVERSIFIED RET INTL EQ (JPIN) Top Institutional Shareholders
JPM DIVERSIFIED RET INTL EQ (JPIN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $236.63M in JPIN holdings during the latest filing period.
Ubs Group Ag is currently the largest disclosed institutional shareholder of JPIN tracked by InsiderSet, reporting ownership valued at approximately $34.28M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $35.76M, representing an estimated gain of +4.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed JPIN value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Morgan Stanley, Wealth Enhancement Advisory Services, Llc, and several other long-term asset managers with concentrated positions in JPM DIVERSIFIED RET INTL EQ (JPIN).
This page ranks the largest institutional JPIN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
112
Total Reported Value
$236.63M
Largest Holder
Ubs Group Ag
Largest Position
$34.28M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
118
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.01% | 481,244 | $34,283,823 | $35,763,888 | +$1,480,065 | +4.32% | |
| Morgan Stanley | 0.00% | 312,182 | $22,239,941 | $23,199,961 | +$960,020 | +4.32% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 286,350 | $20,499,787 | $21,280,243 | +$780,456 | +3.81% | |
| Cerity Partners Llc | 0.02% | 207,902 | $14,810,862 | $15,450,341 | +$639,479 | +4.32% | |
| Sterneck Capital Management, Llc | 5.51% | 172,204 | $12,267,840 | $12,797,426 | +$529,586 | +4.32% | |
| Captrust Financial Advisors | 0.02% | 162,935 | $11,607,125 | $12,108,596 | +$501,471 | +4.32% | |
| Bank Of America Corp | 0.00% | 146,979 | $10,470,752 | $10,922,818 | +$452,066 | +4.32% | |
| Lpl Financial Llc | 0.00% | 137,086 | $9,765,976 | $10,187,615 | +$421,639 | +4.32% | |
| Susquehanna International Group, Llp | 0.01% | 123,355 | $8,787,810 | $9,167,189 | +$379,379 | +4.32% | |
| Focus Partners Wealth | 0.01% | 122,207 | $8,706,037 | $9,081,874 | +$375,837 | +4.32% | |
| Raymond James Financial Inc | 0.00% | 121,851 | $8,680,670 | $9,055,418 | +$374,748 | +4.32% | |
| Royal Bank Of Canada | 0.00% | 103,429 | $7,369,000 | $7,686,378 | +$317,378 | +4.31% | |
| Osaic Holdings, Inc. | 0.01% | 86,612 | $6,170,980 | $6,436,614 | +$265,634 | +4.30% | |
| Kkm Financial Llc | 0.73% | 60,634 | $4,131,601 | $4,506,046 | +$374,445 | +9.06% | |
| Allworth Financial Lp | 0.01% | 49,829 | $3,549,847 | $3,703,067 | +$153,220 | +4.32% | |
| Wells Fargo & Company/Mn | 0.00% | 48,492 | $3,454,555 | $3,603,707 | +$149,152 | +4.32% | |
| Jane Street Group, Llc | 0.00% | 34,145 | $2,432,490 | $2,537,503 | +$105,013 | +4.32% | |
| Jones Financial Companies Lllp | 0.00% | 33,130 | $2,288,590 | $2,462,073 | +$173,483 | +7.58% | |
| 5T Wealth, Llc | 0.90% | 32,008 | $2,280,250 | $2,378,691 | +$98,441 | +4.32% | |
| Rockefeller Capital Management L.P. | 0.00% | 29,596 | $2,108,419 | $2,199,442 | +$91,023 | +4.32% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 26,456 | $1,884,707 | $1,966,091 | +$81,384 | +4.32% | |
| Wealthedge Investment Advisors, Llc | 0.66% | 25,381 | $1,808,189 | $1,886,202 | +$78,013 | +4.31% | |
| Alphacore Capital Llc | 0.04% | 21,257 | $1,514,349 | $1,579,725 | +$65,376 | +4.32% | |
| Creativeone Wealth, Llc | 0.03% | 18,755 | $1,336,133 | $1,393,787 | +$57,654 | +4.32% | |
| Apella Capital, Llc | 0.02% | 17,663 | $1,329,666 | $1,312,635 | -$17,031 | -1.28% | |
| Financially In Tune, Llc | 1.10% | 18,018 | $1,283,569 | $1,339,017 | +$55,448 | +4.32% | |
| Sherman Wealth Management Llc | 1.09% | 17,806 | $1,268,501 | $1,323,262 | +$54,761 | +4.32% | |
| Mendel Money Management | 0.53% | 17,658 | $1,257,956 | $1,312,263 | +$54,307 | +4.32% | |
| Quantinno Capital Management Lp | 0.00% | 17,350 | $1,236,050 | $1,289,374 | +$53,324 | +4.31% | |
| Lexaurum Advisors, Llc | 0.16% | 16,828 | $1,198,853 | $1,250,581 | +$51,728 | +4.31% | |
| Stonehearth Capital Management, Llc | 0.41% | 14,514 | $1,033,977 | $1,078,615 | +$44,638 | +4.32% | |
| Ameriprise Financial Inc | 0.00% | 14,056 | $1,001,383 | $1,044,579 | +$43,196 | +4.31% | |
| Rvw Wealth, Llc | 0.08% | 13,857 | $987,173 | $1,029,790 | +$42,617 | +4.32% | |
| Mercer Global Advisors Inc | 0.00% | 13,740 | $978,803 | $1,021,095 | +$42,292 | +4.32% | |
| Kathmere Capital Management, Llc | 0.06% | 13,698 | $975,846 | $1,017,974 | +$42,128 | +4.32% | |
| Vise Technologies, Inc. | 0.02% | 13,966 | $951,627 | $1,037,890 | +$86,263 | +9.06% | |
| Spire Wealth Management | 0.03% | 13,020 | $927,552 | $967,588 | +$40,036 | +4.32% | |
| Aqr Capital Management Llc | 0.00% | 12,570 | $895,508 | $934,146 | +$38,638 | +4.31% | |
| Independent Wealth Network Inc. | 0.25% | 11,779 | $839,142 | $875,362 | +$36,220 | +4.32% | |
| Summit Financial, Llc | 0.01% | 10,844 | $772,516 | $805,877 | +$33,361 | +4.32% | |
| Cetera Investment Advisers | 0.00% | 9,965 | $709,938 | $740,554 | +$30,616 | +4.31% | |
| Blackrock, Inc. | 0.00% | 9,727 | $692,951 | $722,867 | +$29,916 | +4.32% | |
| Composition Wealth, Llc | 0.01% | 9,575 | $682,123 | $711,571 | +$29,448 | +4.32% | |
| Rhs Financial, Llc | 0.32% | 9,390 | $668,944 | $697,823 | +$28,879 | +4.32% | |
| Signet Financial Management, Llc | 0.07% | 9,383 | $668,435 | $697,302 | +$28,867 | +4.32% | |
| Advisory Services Network, Llc | 0.01% | 9,245 | $658,614 | $687,047 | +$28,433 | +4.32% | |
| Pinnacle Financial Partners, Inc. | 0.01% | 9,206 | $656,255 | $684,148 | +$27,893 | +4.25% | |
| Alti Global, Inc. | 0.01% | 8,758 | $623,920 | $650,855 | +$26,935 | +4.32% | |
| Private Advisor Group, Llc | 0.00% | 8,429 | $600,510 | $626,405 | +$25,895 | +4.31% | |
| Kestra Advisory Services, Llc | 0.00% | 7,969 | $567,735 | $592,220 | +$24,485 | +4.31% |
Frequently asked questions about JPIN
Who owns the most JPIN stock?
The largest holders of JPIN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPM DIVERSIFIED RET INTL EQ (JPIN).
Is JPIN widely held by superinvestors?
Many widely followed stocks like JPIN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JPIN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.