JPM DIVERSIFIED RET INTL EQ (JPIN) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $248.64M 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 $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 $35.03M, representing an estimated gain of +5.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% 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
104
Total Reported Value
$248.64M
Largest Holder
Ubs Group Ag
Largest Position
$33.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
125
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 | $35,034,110 | +$1,946,283 | +5.88% | |
| Morgan Stanley | 0.00% | 313,726 | $22,685,664 | $24,019,929 | +$1,334,265 | +5.88% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 280,697 | $20,591,955 | $21,491,117 | +$899,162 | +4.37% | |
| Cerity Partners Llc | 0.02% | 204,172 | $14,763,648 | $15,632,103 | +$868,455 | +5.88% | |
| Sterneck Capital Management, Llc | 5.24% | 169,134 | $12,230,062 | $12,949,474 | +$719,412 | +5.88% | |
| Captrust Financial Advisors | 0.02% | 168,438 | $12,179,772 | $12,896,186 | +$716,414 | +5.88% | |
| Focus Partners Wealth | 0.01% | 126,310 | $9,133,499 | $9,670,723 | +$537,224 | +5.88% | |
| Susquehanna International Group, Llp | 0.01% | 117,809 | $8,518,769 | $9,019,858 | +$501,089 | +5.88% | |
| Kingsview Wealth Management, Llc | 0.10% | 115,977 | $8,386,327 | $8,879,593 | +$493,266 | +5.88% | |
| Raymond James Financial Inc | 0.00% | 114,178 | $8,256,235 | $8,741,856 | +$485,621 | +5.88% | |
| Osaic Holdings, Inc. | 0.01% | 102,273 | $7,396,633 | $7,830,369 | +$433,736 | +5.86% | |
| Royal Bank Of Canada | 0.00% | 92,614 | $6,697,000 | $7,090,843 | +$393,843 | +5.88% | |
| Lpl Financial Llc | 0.00% | 91,976 | $6,650,812 | $7,041,995 | +$391,183 | +5.88% | |
| Sanctuary Advisors, Llc | 0.03% | 87,159 | $6,302,467 | $6,673,189 | +$370,722 | +5.88% | |
| Jpmorgan Chase & Co | 0.00% | 82,184 | $5,957,981 | $6,292,286 | +$334,305 | +5.61% | |
| Bank Of America Corp | 0.00% | 61,793 | $4,468,272 | $4,731,082 | +$262,810 | +5.88% | |
| Allworth Financial Lp | 0.02% | 49,506 | $3,579,789 | $3,790,348 | +$210,559 | +5.88% | |
| Wells Fargo & Company/Mn | 0.00% | 48,109 | $3,478,726 | $3,683,389 | +$204,663 | +5.88% | |
| Jones Financial Companies Lllp | 0.00% | 46,495 | $3,357,180 | $3,559,815 | +$202,635 | +6.04% | |
| Mcf Advisors Llc | 0.11% | 40,655 | $2,939,764 | $3,112,685 | +$172,921 | +5.88% | |
| Rockefeller Capital Management L.P. | 0.00% | 29,596 | $2,140,087 | $2,265,970 | +$125,883 | +5.88% | |
| 5T Wealth, Llc | 0.75% | 27,770 | $2,008,048 | $2,126,166 | +$118,118 | +5.88% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 25,579 | $1,849,621 | $1,958,415 | +$108,794 | +5.88% | |
| Mendel Money Management | 0.63% | 23,956 | $1,732,258 | $1,834,153 | +$101,895 | +5.88% | |
| Wealthedge Investment Advisors, Llc | 0.53% | 21,505 | $1,555,094 | $1,646,496 | +$91,402 | +5.88% | |
| Alphacore Capital Llc | 0.03% | 21,257 | $1,537,094 | $1,627,508 | +$90,414 | +5.88% | |
| Sherman Wealth Management Llc | 1.06% | 19,387 | $1,401,873 | $1,484,335 | +$82,462 | +5.88% | |
| Beacon Pointe Advisors, Llc | 0.01% | 17,803 | $1,287,362 | $1,363,058 | +$75,696 | +5.88% | |
| Apella Capital, Llc | 0.02% | 17,544 | $1,284,256 | $1,343,228 | +$58,972 | +4.59% | |
| Financially In Tune, Llc | 1.10% | 18,018 | $1,283,569 | $1,379,519 | +$95,950 | +7.48% | |
| Advisory Services Network, Llc | 0.01% | 16,447 | $1,189,283 | $1,259,238 | +$69,955 | +5.88% | |
| Quantinno Capital Management Lp | 0.00% | 16,203 | $1,171,676 | $1,240,557 | +$68,881 | +5.88% | |
| Lexaurum Advisors, Llc | 0.13% | 15,651 | $1,131,706 | $1,198,294 | +$66,588 | +5.88% | |
| Creativeone Wealth, Llc | 0.02% | 15,610 | $1,128,753 | $1,195,155 | +$66,402 | +5.88% | |
| Newedge Advisors, Llc | 0.00% | 14,478 | $1,046,928 | $1,108,485 | +$61,557 | +5.88% | |
| Rvw Wealth, Llc | 0.07% | 13,864 | $1,002,506 | $1,061,475 | +$58,969 | +5.88% | |
| Ameriprise Financial Inc | 0.00% | 13,811 | $998,691 | $1,057,417 | +$58,726 | +5.88% | |
| Stonehearth Capital Management, Llc | 0.34% | 13,767 | $995,492 | $1,054,048 | +$58,556 | +5.88% | |
| Kathmere Capital Management, Llc | 0.05% | 13,698 | $990,502 | $1,048,765 | +$58,263 | +5.88% | |
| Mercer Global Advisors Inc | 0.00% | 12,576 | $909,393 | $962,861 | +$53,468 | +5.88% | |
| Independent Wealth Network Inc. | 0.23% | 12,397 | $896,454 | $949,156 | +$52,702 | +5.88% | |
| Aqr Capital Management Llc | 0.00% | 12,327 | $891,399 | $943,797 | +$52,398 | +5.88% | |
| Jane Street Group, Llc | 0.00% | 12,308 | $889,991 | $942,342 | +$52,351 | +5.88% | |
| Spire Wealth Management | 0.03% | 12,149 | $878,494 | $930,169 | +$51,675 | +5.88% | |
| Blackrock, Inc. | 0.00% | 11,931 | $862,766 | $913,478 | +$50,712 | +5.88% | |
| Vise Technologies, Inc. | 0.01% | 11,867 | $858,077 | $908,578 | +$50,501 | +5.89% | |
| Summit Financial, Llc | 0.01% | 10,664 | $771,104 | $816,472 | +$45,368 | +5.88% | |
| Cetera Investment Advisers | 0.00% | 10,071 | $728,264 | $771,070 | +$42,806 | +5.88% | |
| Composition Wealth, Llc | 0.01% | 9,556 | $690,994 | $731,640 | +$40,646 | +5.88% | |
| Farther Finance Advisors, Llc | 0.01% | 9,306 | $673,039 | $712,499 | +$39,460 | +5.86% |
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.