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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Bank Of America Corp, Royal Bank Of Canada, Captrust Financial Advisors, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Strategic Wealth Partners, Ltd.Buy+331—331$22.55KQ4 2025May 12, 2026
Financially In Tune, LlcBuy+18,401—18,401$1.25MQ4 2025Feb 27, 2026
Raymond James Financial IncBuy+127,013—127,013$8.65MQ4 2025Feb 18, 2026
Kkm Financial LlcBuy+60,634—60,634$4.13MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+15,923—15,923$1.08MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+10,581—10,581$721.02KQ4 2025Feb 18, 2026
First Commonwealth Financial CorpBuy+7,511—7,511$511.80KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+210,611—210,611$14.35MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+178,135—178,135$12.14MQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+163,054—163,054$11.11MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+91,444—91,444$6.23MQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+65,796—65,796$4.48MQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+29,617—29,617$2.02MQ4 2025Feb 17, 2026
Wealthedge Investment Advisors, LlcBuy+27,322—27,322$1.86MQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+26,063—26,063$1.78MQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+22,730—22,730$1.55MQ4 2025Feb 17, 2026
Quantinno Capital Management LpBuy+11,923—11,923$812.47KQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+10,822—10,822$737.40KQ4 2025Feb 17, 2026
Aqr Capital Management LlcBuy+10,479—10,479$714.03KQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+9,891—9,891$673.98KQ4 2025Feb 17, 2026
Pinnacle Financial Partners, Inc.Buy+9,746—9,746$664.58KQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+8,418—8,418$573.61KQ4 2025Feb 17, 2026
Modern Wealth Management, LlcBuy+5,609—5,609$382.23KQ4 2025Feb 17, 2026
Northrock Partners, LlcBuy+4,198—4,198$286.05KQ4 2025Feb 17, 2026
Fmr LlcBuy+1,202—1,202$81.89KQ4 2025Feb 17, 2026
Ancora Advisors LlcBuy+400—400$27.26KQ4 2025Feb 17, 2026
Qube Research & Technologies LtdBuy+83—83$5.66KQ4 2025Feb 17, 2026
Tower Research Capital Llc (Trc)Buy+6—6$409.00Q4 2025Feb 17, 2026
Morgan StanleyBuy+301,199—301,199$20.52MQ4 2025Feb 13, 2026
Focus Partners WealthBuy+121,673—121,673$8.29MQ4 2025Feb 13, 2026
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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.