JPIN Institutional Ownership & Shareholders
JPM DIVERSIFIED RET INTL EQ (JPIN) is currently held by 108 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $254.94M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ubs Group Ag is currently the largest disclosed institutional shareholder of JPIN tracked by InsiderSet, reporting ownership valued at approximately $33.09M in its June 30, 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 $34.06M, representing an estimated gain of +2.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% 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
108
Total Reported Value
$254.94M
Largest Holder
Ubs Group Ag
Largest Position
$33.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
129
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% | 457,583 | $33,087,827 | $34,062,936 | +$975,109 | +2.95% | |
| Morgan Stanley | 0.00% | 313,726 | $22,685,664 | $23,354,077 | +$668,413 | +2.95% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 279,689 | $20,382,338 | $20,820,329 | +$437,991 | +2.15% | |
| Cerity Partners Llc | 0.02% | 204,172 | $14,763,648 | $15,198,768 | +$435,120 | +2.95% | |
| Sterneck Capital Management, Llc | 5.24% | 169,134 | $12,230,062 | $12,590,504 | +$360,442 | +2.95% | |
| Captrust Financial Advisors | 0.02% | 168,438 | $12,179,772 | $12,538,693 | +$358,921 | +2.95% | |
| Focus Partners Wealth | 0.01% | 126,310 | $9,133,499 | $9,402,643 | +$269,144 | +2.95% | |
| Susquehanna International Group, Llp | 0.01% | 117,809 | $8,518,769 | $8,769,820 | +$251,051 | +2.95% | |
| Kingsview Wealth Management, Llc | 0.10% | 115,977 | $8,386,327 | $8,633,444 | +$247,117 | +2.95% | |
| Raymond James Financial Inc | 0.00% | 114,178 | $8,256,235 | $8,499,524 | +$243,289 | +2.95% | |
| Osaic Holdings, Inc. | 0.01% | 102,273 | $7,396,633 | $7,613,304 | +$216,671 | +2.93% | |
| Royal Bank Of Canada | 0.00% | 92,614 | $6,697,000 | $6,894,279 | +$197,279 | +2.95% | |
| Lpl Financial Llc | 0.00% | 91,976 | $6,650,812 | $6,846,785 | +$195,973 | +2.95% | |
| Sanctuary Advisors, Llc | 0.03% | 87,159 | $6,302,467 | $6,488,203 | +$185,736 | +2.95% | |
| Jpmorgan Chase & Co | 0.00% | 82,184 | $5,957,981 | $6,117,859 | +$159,878 | +2.68% | |
| Bank Of America Corp | 0.00% | 61,793 | $4,468,272 | $4,599,933 | +$131,661 | +2.95% | |
| Rhs Financial, Llc | 1.51% | 60,358 | $4,454,722 | $4,493,110 | +$38,388 | +0.86% | |
| Allworth Financial Lp | 0.02% | 49,506 | $3,579,789 | $3,685,276 | +$105,487 | +2.95% | |
| Wells Fargo & Company/Mn | 0.00% | 48,109 | $3,478,726 | $3,581,282 | +$102,556 | +2.95% | |
| Jones Financial Companies Lllp | 0.00% | 46,495 | $3,357,180 | $3,461,134 | +$103,954 | +3.10% | |
| Mcf Advisors Llc | 0.10% | 39,858 | $2,941,720 | $2,967,069 | +$25,349 | +0.86% | |
| Rockefeller Capital Management L.P. | 0.00% | 29,596 | $2,140,087 | $2,203,156 | +$63,069 | +2.95% | |
| 5T Wealth, Llc | 0.75% | 27,770 | $2,008,048 | $2,067,227 | +$59,179 | +2.95% | |
| Mendel Money Management | 0.71% | 26,786 | $1,976,941 | $1,993,977 | +$17,036 | +0.86% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 25,579 | $1,849,621 | $1,904,126 | +$54,505 | +2.95% | |
| Wealthedge Investment Advisors, Llc | 0.53% | 21,505 | $1,555,094 | $1,600,854 | +$45,760 | +2.94% | |
| Alphacore Capital Llc | 0.03% | 21,257 | $1,537,094 | $1,582,392 | +$45,298 | +2.95% | |
| Sherman Wealth Management Llc | 1.00% | 19,090 | $1,408,949 | $1,421,079 | +$12,130 | +0.86% | |
| Beacon Pointe Advisors, Llc | 0.01% | 17,803 | $1,287,362 | $1,325,273 | +$37,911 | +2.94% | |
| Financially In Tune, Llc | 1.10% | 18,018 | $1,283,569 | $1,341,278 | +$57,709 | +4.50% | |
| Apella Capital, Llc | 0.02% | 16,906 | $1,233,496 | $1,258,500 | +$25,004 | +2.03% | |
| Advisory Services Network, Llc | 0.01% | 16,447 | $1,189,283 | $1,224,331 | +$35,048 | +2.95% | |
| Concurrent Investment Advisors, Llc | 0.01% | 16,045 | $1,184,196 | $1,194,406 | +$10,210 | +0.86% | |
| Quantinno Capital Management Lp | 0.00% | 16,203 | $1,171,676 | $1,206,168 | +$34,492 | +2.94% | |
| Creativeone Wealth, Llc | 0.02% | 15,610 | $1,128,753 | $1,162,024 | +$33,271 | +2.95% | |
| Lexaurum Advisors, Llc | 0.12% | 14,586 | $1,076,543 | $1,085,796 | +$9,253 | +0.86% | |
| Newedge Advisors, Llc | 0.00% | 14,478 | $1,046,928 | $1,077,757 | +$30,829 | +2.94% | |
| Spire Wealth Management | 0.03% | 13,953 | $1,029,852 | $1,038,675 | +$8,823 | +0.86% | |
| Rvw Wealth, Llc | 0.07% | 13,907 | $1,026,406 | $1,035,251 | +$8,845 | +0.86% | |
| Stonehearth Capital Management, Llc | 0.35% | 13,767 | $1,016,073 | $1,024,829 | +$8,756 | +0.86% | |
| Kathmere Capital Management, Llc | 0.05% | 13,698 | $1,010,981 | $1,019,693 | +$8,712 | +0.86% | |
| Ameriprise Financial Inc | 0.00% | 13,811 | $998,691 | $1,028,105 | +$29,414 | +2.95% | |
| Independent Wealth Network Inc. | 0.25% | 13,314 | $982,674 | $991,107 | +$8,433 | +0.86% | |
| Mercer Global Advisors Inc | 0.00% | 12,576 | $909,393 | $936,170 | +$26,777 | +2.94% | |
| Aqr Capital Management Llc | 0.00% | 12,327 | $891,399 | $917,634 | +$26,235 | +2.94% | |
| Jane Street Group, Llc | 0.00% | 12,308 | $889,991 | $916,220 | +$26,229 | +2.95% | |
| Blackrock, Inc. | 0.00% | 11,931 | $862,766 | $888,156 | +$25,390 | +2.94% | |
| Vise Technologies, Inc. | 0.01% | 11,307 | $834,486 | $841,704 | +$7,218 | +0.87% | |
| Summit Financial, Llc | 0.01% | 10,664 | $771,104 | $793,839 | +$22,735 | +2.95% | |
| Kestra Private Wealth Services, Llc | 0.01% | 10,430 | $769,786 | $776,420 | +$6,634 | +0.86% |
Frequently asked questions about JPIN
Who are the largest institutional holders of JPIN?
The largest institutional holders of JPIN reported in the latest SEC Form 13F filings include Ubs Group Ag, Morgan Stanley, Wealth Enhancement Advisory Services, Llc, Cerity Partners Llc, and Sterneck Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported JPIN position.
What is JPIN institutional ownership?
This page tracks JPIN positions reported by institutional investment managers through SEC Form 13F. JPM DIVERSIFIED RET INTL EQ (JPIN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JPIN?
InsiderSet currently tracks 108 institutional managers reporting JPIN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JPIN shareholders.
How much JPIN stock do institutions own?
Institutional investment managers disclosed approximately $254.94M in JPIN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JPIN institutional ownership last updated?
The latest JPIN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JPIN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JPIN position after the reporting date.
Are institutions buying or selling JPIN?
Institutional buying and selling can be analyzed by comparing JPIN positions across consecutive 13F reporting periods. InsiderSet's JPIN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JPIN ownership changes.
How has JPIN institutional ownership changed over time?
InsiderSet tracks JPIN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.