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Diversified Return International Equity ETF (JPIN) Institutional Ownership

Diversified Return International Equity ETF logo
$54.78 +0.84 (+1.56%)
As of 01/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Diversified Return International Equity ETF (NYSEARCA:JPIN)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$5.95M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$714.46K
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JPIN Institutional Buying and Selling by Quarter

Diversified Return International Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/26/2024JPMorgan Chase & Co.96,879$5.82M0.0%-3.7%1.468%
11/14/2024Captrust Financial Advisors144,798$8.70M0.0%-1.2%2.194%
10/16/2024MN Wealth Advisors LLC6,750$406K0.2%+19.6%0.102%
8/22/20243Chopt Investment Partners LLC4,094$226K0.1%N/A0.062%
8/14/2024EverSource Wealth Advisors LLC481$28K0.0%-62.8%0.007%
7/24/2024MN Wealth Advisors LLC5,644$312K0.2%+8.7%0.086%
5/9/2024 Eagle Bay Advisors LLC526$30K0.0%N/A0.008%
4/23/2024Raymond James Financial Services Advisors Inc.52,917$2.98M0.0%+3.2%0.778%
2/14/2024Mango Investments LLC93,330$5.07M3.2%N/A1.138%
2/12/20243Chopt Investment Partners LLC6,821$371K0.1%N/A0.083%
2/9/2024EverSource Wealth Advisors LLC1,297$70K0.0%N/A0.016%
2/8/2024Wade G W & Inc.101,855$5.53M0.2%-5.8%1.242%
1/16/2024Raymond James Financial Services Advisors Inc.51,298$2.79M0.0%-2.1%0.626%
1/16/2024Security Financial Services INC.7,215$392K0.1%+67.1%0.088%
1/16/2024Raymond James & Associates39,000$2.12M0.0%-5.7%0.476%
1/16/2024Valicenti Advisory Services Inc.24,916$1.35M0.4%+2.0%0.304%
1/16/2024 Sterneck Capital Management LLC116,384$6.32M4.0%+3.0%1.419%
11/4/2023HHM Wealth Advisors LLC16,150$816K0.2%-2.2%0.197%
10/18/2023Valicenti Advisory Services Inc.24,422$1.24M0.4%+2.9%0.298%
8/9/2023Flow Traders U.S. LLC63,830$3.32M0.1%+638.1%0.778%
8/1/2023Wealthspire Advisors LLC8,263$429K0.0%-25.2%0.101%
7/12/2023Valicenti Advisory Services Inc.23,739$1.23M0.4%+3.8%0.156%
5/11/2023Resources Management Corp CT ADV210$39K0.0%-93.0%0.001%
5/10/2023Mendel Money Management7,894$413K0.2%+5.3%0.052%
4/28/2023Avantax Advisory Services Inc.4,724$247K0.0%-12.3%0.031%
4/28/2023 Ameritas Advisory Services LLC3,048$160K0.0%N/A0.020%
4/20/2023Valicenti Advisory Services Inc.22,875$1.20M0.4%-9.3%0.150%
3/6/2023OLD Mission Capital LLC110,070$5.42M0.2%+348.0%0.734%
2/13/2023 Wealthcare Advisory Partners LLC5,158$254K0.0%N/A0.034%
1/13/2023Dynamic Advisor Solutions LLC4,479$221K0.0%N/A0.030%
1/13/2023RVW Wealth LLC29,942$1.48M0.2%-80.8%0.200%
11/15/2022Flow Traders U.S. LLC59,477$2.55M0.1%N/A0.394%
11/14/2022OLD Mission Capital LLC24,570$1.05M0.0%-70.9%0.163%
11/7/2022Interchange Capital Partners LLC5,536$237K0.3%-5.8%0.037%
10/27/2022Appleton Partners Inc. MA9,825$421K0.0%-21.0%0.065%
10/18/2022Valicenti Advisory Services Inc.25,041$1.07M0.4%+8.9%0.166%
8/15/2022Mendel Money Management6,226$304K0.2%-19.1%0.042%
8/10/2022Resources Management Corp CT ADV3,150$154K0.0%-6.0%0.021%
8/5/2022Interchange Capital Partners LLC5,878$286K0.3%-16.9%0.040%
8/5/2022OLD Mission Capital LLC84,518$4.13M0.1%-7.2%0.575%
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7/8/2022Appleton Partners Inc. MA12,433$607K0.1%+16.0%0.085%
7/7/2022Crestwood Advisors Group LLC36,269$1.77M0.1%-27.4%0.247%
5/20/2022Resources Management Corp CT ADV3,350$189K0.0%-6.9%0.024%
5/10/2022Horan Securities Inc.1,653$93K0.1%+27.2%0.012%
4/20/2022Valicenti Advisory Services Inc.22,809$1.29M0.3%+4.8%0.158%
4/14/2022Lenox Wealth Advisors LLC565,407$31.77M4.0%+1.9%3.926%
4/12/2022Crestwood Advisors Group LLC49,982$2.82M0.1%-39.0%0.347%
4/5/2022Appleton Partners Inc. MA10,715$605K0.0%-4.7%0.074%
2/15/2022Crestwood Advisors Group LLC81,940$4.85M0.1%-14.8%0.569%
2/9/2022Horan Securities Inc.1,300$77K0.0%N/A0.009%
2/4/2022Resources Management Corp CT ADV3,600$213K0.0%-20.0%0.025%
2/4/2022Interchange Capital Partners LLC9,747$576K0.6%N/A0.069%
2/3/2022Appleton Partners Inc. MA11,245$665K0.1%-8.8%0.079%
1/28/2022Accuvest Global Advisors27,300$1.62M0.7%+21.5%0.192%
1/21/2022Valicenti Advisory Services Inc.21,773$1.29M0.3%+9.3%0.153%
1/19/2022Lenox Wealth Advisors LLC554,810$32.83M3.9%+1.5%3.907%
11/16/2021Captrust Financial Advisors1,011$61K0.0%-42.5%0.007%
11/15/2021Flow Traders U.S. LLC26,190$1.58M0.1%N/A0.190%
11/12/2021OLD Mission Capital LLC56,386$3.40M0.1%+38.8%0.409%
11/12/2021Resources Management Corp CT ADV4,500$271K0.0%-10.0%0.033%
11/9/2021Mendel Money Management5,579$336K0.2%+38.2%0.040%
11/3/2021Crestwood Advisors Group LLC96,194$5.80M0.2%-6.5%0.697%
11/3/2021Accuvest Global Advisors22,466$1.36M0.6%N/A0.163%
10/21/2021Valicenti Advisory Services Inc.19,921$1.20M0.3%+3.5%0.144%
10/19/2021 Arkadios Wealth Advisors989$59K0.0%-45.1%0.007%
10/12/2021Lenox Wealth Advisors LLC546,761$32.98M4.2%+1.5%3.962%
10/7/2021Carroll Financial Associates Inc.4,412$266K0.0%-6.2%0.032%
8/16/2021Crestwood Advisors Group LLC102,854$6.42M0.2%-29.8%0.724%
8/13/2021OLD Mission Capital LLC40,618$2.54M0.1%-5.6%0.286%
8/12/2021JPMorgan Chase & Co.2,282$142K0.0%+166.9%0.016%
8/11/2021Mendel Money Management4,037$252K0.2%N/A0.028%
8/10/2021Resources Management Corp CT ADV5,000$312K0.0%-12.3%0.035%
8/9/2021O Shaughnessy Asset Management LLC511$32K0.0%N/A0.004%
8/1/2021Interactive Financial Advisors555$35K0.0%-48.8%0.004%
7/31/2021 Arkadios Wealth Advisors1,801$112K0.0%-10.4%0.013%
7/31/2021Valicenti Advisory Services Inc.19,252$1.20M0.3%+3.8%0.136%
5/18/2021Flow Traders U.S. LLC132,011$8.05M0.4%+968.5%0.943%
5/17/2021Ameriprise Financial Inc.175,057$10.67M0.0%-27.5%1.250%
5/13/2021Resources Management Corp CT ADV5,700$348K0.1%-5.0%0.041%
5/12/2021Haverford Trust Co.6,854$418K0.0%N/A0.049%
5/11/2021Berman Capital Advisors LLC431$26K0.0%N/A0.003%
5/10/2021Kestra Advisory Services LLC10,868$663K0.0%-1.6%0.078%
5/10/2021MAI Capital Management5,908$360K0.0%-5.6%0.042%
5/10/2021Lincoln National Corp6,835$417K0.0%+3.0%0.049%
5/7/2021Sowell Financial Services LLC6,237$394K0.0%+446.6%0.045%
5/5/2021Interchange Capital Partners LLC14,018$855K0.5%+36.3%0.100%
4/26/2021 Arkadios Wealth Advisors2,009$122K0.0%-7.3%0.014%
4/26/2021Lenox Wealth Advisors LLC507,792$30.98M4.2%+0.2%3.627%
4/23/2021Parallel Advisors LLC2,177$133K0.0%N/A0.016%
4/21/2021Crestwood Advisors Group LLC146,587$8.94M0.3%-71.9%1.047%
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4/15/2021Valicenti Advisory Services Inc.18,545$1.13M0.3%+1.5%0.132%
4/6/2021Carroll Financial Associates Inc.4,737$288K0.0%-4.5%0.034%
2/19/2021JPMorgan Chase & Co.855$50K0.0%-46.1%0.006%
2/18/2021Truist Financial Corp54,624$3.32M0.0%+1.6%0.372%
2/17/2021Jane Street Group LLC198,281$11.54M0.0%-29.9%1.349%
2/16/2021Morgan Stanley536,978$31.26M0.0%-12.1%3.653%
2/16/2021First Commonwealth Financial Corp PA27,216$1.58M0.7%-4.9%0.185%
2/16/2021Captrust Financial Advisors1,707$99K0.0%N/A0.012%
2/16/2021 Kathmere Capital Management LLC1,817$106K0.0%-21.5%0.012%
2/12/2021Stifel Financial Corp22,371$1.30M0.0%+12.2%0.152%
(Data available from 1/1/2016 forward)

JPIN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPIN shares?

During the previous two years, 22 institutional investors and hedge funds held shares of Diversified Return International Equity ETF. The most heavily invested institutionals were Captrust Financial Advisors ($8.70M), Sterneck Capital Management LLC ($6.32M), JPMorgan Chase & Co. ($5.82M), Wade G W & Inc. ($5.53M), OLD Mission Capital LLC ($5.42M), Mango Investments LLC ($5.07M), and Flow Traders U.S. LLC ($3.32M).Learn more on JPIN's institutional investors.

Which institutional investors have been buying Diversified Return International Equity ETF stock?

Of the 14 institutional investors that purchased Diversified Return International Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mango Investments LLC ($93.33K), OLD Mission Capital LLC ($85.50K), Flow Traders U.S. LLC ($55.18K), 3Chopt Investment Partners LLC ($10.92K), Wealthcare Advisory Partners LLC ($5.16K), Sterneck Capital Management LLC ($3.34K), and Ameritas Advisory Services LLC ($3.05K).

How much institutional buying is happening at Diversified Return International Equity ETF?

Institutional investors have bought a total of 266,802 shares in the last 24 months. This purchase volume represents approximately $13.91M in transactions.

Which Diversified Return International Equity ETF major shareholders have been selling company stock?

Of the 11 institutional investors that sold Diversified Return International Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wade G W & Inc. ($6.25K), JPMorgan Chase & Co. ($3.75K), Wealthspire Advisors LLC ($2.79K), Resources Management Corp CT ADV ($2.79K), Raymond James & Associates ($2.36K), Valicenti Advisory Services Inc. ($2.34K), and Captrust Financial Advisors ($1.74K).

How much institutional selling is happening at Diversified Return International Equity ETF?

Institutional investors have sold a total of 24,961 shares in the last 24 months. This volume of shares sold represents approximately $1.37M in transactions.



This page (NYSEARCA:JPIN) was last updated on 1/22/2025 by MarketBeat.com Staff
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